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VC Theses #98 | The Rise of Synthetic Media, Next Gen Real Estate, & more
Oct 17th–23rd | Insights from Bessemer, NFX, Pace Capital, Slow Ventures, 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
Roadmap: The rise of synthetic media (Janelle Teng, VC @ Bessemer)
Generative Tech Begins (James Currier, GP @ NFX)
What I’m chasing down these days (Jordan Cooper, GP @ Pace Capital)
Brazil’s Surprising Fintech Tailwind (Flora Oliveira & Angela Strange, A16Z)
3 Things: Spirit Halloween for Other Holidays, Diapers.com for Seniors, Wheel for Home Health (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Next Gen Real Estate: Unpacking PropCo Alpha Generation Sources (Alpaca VC Team)
AI: Startup Vs Incumbent Value (Elad Gil, Angel Investor)
Consumer Social Is Dead. Long Live Consumer Social. (Rex Woodbury, Partner @ Index)
Digital health is just ecommerce all over again (Yoni Rechtman, Principal @ Slow Ventures)
Climate's Corporate Conscience (Meera Clark, Principal @ Redpoint)
The Creativity Supply Chain (Michael Mignano, Partner @ Lightspeed)
Guides, Case Studies, and Best Practices for Operating
Performance Improvement Plans (PIPs) 101 (Morgan Cheatham, VP @ Bessemer)
How To Run a Pricing Project (Kyle Poyar, Partner @ OpenView)
Everything You Need to Know About Market Sizing (Alex Iskold, GP @ 2048)
⚠️ BeReal ⚠️ (Ali Abouelatta, First1000)
How Similarweb Grew To $190M Revenue Run Rate And Beyond (Kyle Poyar, Partner @ OpenView)
Alien Truth (Paul Graham, Founder @ Y Combinator)
Our Secret: Delivering the Same VC "Product" to the Next Generation of Founders (Rick Zullo, GP @ Equal Ventures)
The Most Dangerous Thing About The Moment (Michael Dempsey, GP @ Compound)
Learning To Dream (Kyle Harrison, GP @ Contrary)
So, is it Venture scale? (Abhishek Maran, VC @ Folklore Ventures)
Gassing the Miracle Machine (Packy McCormick, GP @ Not Boring)
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