VC Theses #93 | The Dawn of Generative AI, Evolving Healthcare, & more

Sept 12th–18th | Insights from Nextview VC, Bessemer, TCV, Upfront, and others

Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 650+ VCs, analysts, and operators.

This newsletter curates a selection of posts featured on the website each week.

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Investment Themes, Theses, & Outlooks

• The Dawn of Generative AI (David Beisel, GP @ Nextview VC)

• The Evolving Healthcare Product Landscape (Morgan Cheatham, VP @ Bessemer)

• The novel digitization and proliferation of healthcare data, and the compelling opportunity for technology (TCV Team)

• The New Learning Economy: It’s Time To Build in Education (Anne Lee Skates, Partner @ A16Z)

• The Future of Crypto Native Consumer Products Part 4: Digital Identities (Mercedes Bent, Partner @ Lightspeed)

Industry Developments & Analyses

• Simplifying Cross-Border Payments (Joe Schmidt & Anish Acharya, A16Z)

• E-commerce Needs another Revolution: Meet the Companies Leading It (Mina Mutafchieva & Virginia Pozzato, Dawn Capital)

• Zero Knowledge Canon (A16Z Crypto Team)

• Part I: DAOs as the Future of Work (Ken Lau, VC @ Red Sea Ventures)

• The New Creator Playbook: Jumpstarting Communities Through Tokens (Li Jin, GP @ Variant)

Guides, Case Studies, and Best Practices for Operating

• Your Customers' Profitability is Your Startup's Future Health (Tomasz Tunguz, MD @ Redpoint)

• 14 Tips on How to Sell to Private Equity and Venture Capital Funds (David Teten, Partner @ Versatile VC)

• A Framework for Finding A Design Partner (Seema Amble & Jennifer Li, A16Z)

• The Dangers of Inflation for Software CEOs—and One Way to Fight It (Morad Elhafed, GP @ Battery)

• Do I need a General Counsel at my startup (Guru Chahal, Partner @ Lightspeed)

Additional Reads

• What Does the Post Crash VC Market Look Like? (Mark Suster, GP @ Upfront)

• When Art and Technology Collide (Rex Woodbury, Partner @ Index)

• The Sugar Babies of Stanford University (Mike Solana, VP @ Founders Fund)

• Why Figma is Worth $20B And Other Observations From The Adobe Acquisition (Hunter Walk, GP @ Homebrew)

• Working Harder and Smarter (Packy McCormick, GP @ Not Boring)

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We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.

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