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VC Theses #96 | $100 Trillion Opportunity in Marketplaces, Future of FemTech, & more
Oct 3rd–9th | Insights from Index, Equal, Interlace, Obvious VC, 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
The $100 Trillion Opportunity in Marketplaces (Rex Woodbury, Partner @ Index)
4 Key Trends Emerging from ITC (Rick Zullo, GP @ Equal)
SNBL: A new way to pay (Erik de Stefanis, Partner @ Interlace)
3 Things: Eataly for Blue Zones, AI Prompt Generation/Testing, BodyTutor for Productivity (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
The Future of FemTech Is Here (Kristen Shipley, VC @ Obvious)
Next Gen Real Estate: Activating the PropCo/OpCo Flywheel (Alpaca VC Team)
Charts to Chew On: A September to Remember (Meera Clark, Principal @ Redpoint)
Direct-to-clinician: How product-led growth is transforming healthcare and life sciences (Morgan Cheatham, VP @ Bessemer)
The Creator Economy vs The Power Law (Abhishek Maran, VC @ Folklore Ventures)
Guides, Case Studies, and Best Practices for Operating
An Early Investor's Postmortem of The Wing (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
Should you buy a media company? 🎙 (Kyle Poyar, Partner @ OpenView)
Contracting for speed (Daniela Raffel, VP @ Dawn Capital)
Why Your Next ‘Yes’ Hire Might Come From Someone Who Just Said ‘No’ To Your Job Offer (Hunter Walk, GP @ Homebrew)
What I’ve Been Up To Lately (Marc Andreessen, GP @ A16Z)
Back to the office (Elad Gil, Solo GP)
Just How Troubled is the Bay Area Startup Scene? (Tomasz Tunguz, MD @ Redpoint)
Advice for an Open-Ended Job Search (Nicole Ruiz, Investor @ Compound)
Learnable Empathy (Kyle Harrison, GP @ Contrary)
How Do I Teach These Kids?!(Packy McCormick, GP @ Not Boring)
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