VC Theses #102 | Generative AI, New World of Cybersecurity, & more
VC Theses #102 | Generative AI, New World of Cybersecurity, & more
Nov 13th–20th | Insights from Base10, Foundation Capital, A16Z, Grelock, 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
If You’re Not First, You’re Last: How AI Becomes Mission Critical (TJ Nahigian & Luci Fonseca, Base10)
The New World Order of Cybersecurity (Sid Trivedi, Partner @ Foundation Capital)
Taking A Long Term View Of Web3 (Fred Wilson, GP @ USV)
Bringing DeFi Lending Mainstream (Seth Rosenberg, VC @ Greylock)
Part One: Why we should be focusing on the Creator Economy (Charlie Jalali-Farhani, VC @ Balderton)
Industry Developments & Analyses
The Generative AI Revolution in Games (James Gwertzman & Jack Soslow, A16Z)
The American Dynamism 50 (A16Z Team)
Middle vs. Last Mile Drone Delivery: Which Will Scale Sooner? (G2VP Team)
Creativity As an App (Guido Appenzeller, Matt Bornstein, Martin Casado, & Yoko Li, A16Z)
Guides, Case Studies, and Best Practices for Operating
Annual Planning in Uncertain Times: 6 Tactics for Rethinking Your Company’s End-of-Year Exercise (First Round Review)
11 Worst Founder Traits That Lead To Failure (Alex Iskold, GP @ 2048)
Vertical SaaS Moats, Part 1: Economies of Scale (Evan Gabriel, Sr. Associate @ Fractal Software)
Vertical SaaS Moats, Pt 2: Network Effects (Evan Gabriel, Sr. Associate @ Fractal Software)
Pipeline Cures All (Joe Morrissey, GP @ A16Z)
Additional Reads
What You (Want to)* Want (Paul Graham, Founder @ Y Combinator)
Surviving and Thriving in Tech's New Winter (Mike Solana, VP @ Founders Fund)
Deliberate Practices (Rob Go, Partner @ NextView)
Discounting Belief (Packy McCormick, GP @ Not Boring)
The Diligence That's Due (Kyle Harrison, GP @ Contrary)
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