VC Theses #94 | Rise of the digital health stack, 2023 Payments Network & more
VC Theses #94 | Rise of the digital health stack, 2023 Payments Network & more
Sept 19th–25th | Insights from Sapphire, Northzone, Point Nine, Version One, A16Z, 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.
Investment Themes, Theses, & Outlooks
Rise of the Digital Health Enablement Stack (Cathy Gao & Aditya Reddy, Sapphire Ventures)
Healthcare data exchange: from 📠 to 🌐 (Michelle Nacouzi, VC @ Northzone)
Creative tools 2.0 (Louis Coppey, Point Nine)
An update on our climate & energy areas of focus (Angela Tran, GP @ Version One)
Synthetic Biology: From Promise to Profits (Eric Helfgott, VC @ G2VP)
Industry Developments & Analyses
How the 2023 Payments Network Will Improve Real-Time Payments (Seema Amble, Santiago Rodriguez & Alex Immerman, A16Z)
How Digital Health Can Unclog America’s Heart Health Problem (7wire Ventures Team)
What China Can Teach Us About the Future of TikTok and Video Search (Connie Chan, GP @ A16Z)
Decarbonizing Industrial Heat: Are There Any Good Options? (Jake Tauscher, VC @ G2VP)
Software powering the PLG era (Janelle Teng, VC @ Bessemer)
Guides, Case Studies, and Best Practices for Operating
Funding When Capital Isn’t Cheap (Shangda Xu, Alex Immerman & David George, A16Z)
Hello, Operator? (David Beisel, Partner @ NextView)
Five metrics Series A investors look for in dev tools startups (Rak Garg, Principal @ BCV)
Revisiting Lifetime Value and Customer Acquisition (Rex Woodbury, Partner @ Index)
How to Crowdsource Your Sales Forecast (And Why It’s Awesome to Do So) (Bill Binch, Partner @ Battery)
Additional Reads
The Future of Software: Back to the Basics (Hammad Aslam, VC @ Susa)
The Deals That Change Your Life (Rick Zullo, GP @ Equal Ventures)
The Reality of Unrealistic Outliers (Kyle Harrison, GP @ Contrary)
Company Building in the Curiosity Phase of AI (Michael Dempsey, GP @ Compound)
What I've Learned from Users (Paul Graham, Founder @ Y Combinator)
The Environmental Era (Meera Clark, Principal @ Redpoint)
Indistinguishable from Magic (Packy McCormick, GP @ Not Boring)
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