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VC Theses #95 | TikTokization of Everything, Changing World of Life Sciences, & more
Sept 26th–Oct 3rd | Insights from Index, SignalFire, Obvious Ventures, Redpoint, 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
The TikTokization of Everything (Rex Woodbury, Partner @ Index)
Rising Middle Class Data, PCP SaaS Marketplace, Furniture Arbitrage (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Rebuilding the Healthcare Delivery Stack, Brick by Brick (Kahini Shah, Principal @ Obvious)
The Changing World of Life Sciences R&D (Jacob Effron, Principal @ Redpoint)
Tech Spending Holding Steady, Even Increasing Despite Market Downturn (Battery Ventures Team)
Can BNPL for business take off in Europe? (Mouro Capital Team)
2Q22 Cloud Earnings Recap (Janelle Teng, VC @ Bessemer)
Guides, Case Studies, and Best Practices for Operating
Getting Ready to Move Upmarket (Joe Morrissey, GP @ A16Z)
Creating products that stick (and how to do it) (Greg Isenberg, Founder @ Late Checkout)
Sequencing Steps from Founder Selling to a VP Sales (Seth DeHart, Venture Partner @ Point Nine)
How to Grow Faster With (Near) $0 CAC (Kyle Poyar, Partner @ OpenView)
The Most Important Concept of 2022’s Startup Downturn is Not Just Surviving, But Staying “Default Investable” (Hunter Walk, GP @ Homebrew)
Deep Collaboration: Why Adobe Had to Buy Figma (Jake Saper & Yaz El-Baba, Emergence)
The Consumer and Retail Hedge (Ben Futoriansky, VC @ Cobalt Capital)
Blockbusters to Unicorns: Parallels within Entertainment and Venture Capital (Jeff Diamond, VC @ Fika Ventures)
Succeeding in Venture Capital is Mostly About Knowing What to Buy. But When To Sell Matters Also. (Hunter Walk, GP @ Homebrew)
The Enchanted Notebook (Packy McCormick, GP @ Not Boring)
Engaging With History (Morgan Housel, Partner @ Collaborative Fund)
The Mysteries of an Economic Engine (Kyle Harrison, GP @ Contrary)
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