VC Theses #103 | Battleground for AI, Best Time to Raise, Choosing Good Quests, & more
Nov 21st–27th | Insights from Balderton, Founders Fund, Index, 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
Why UX is the battleground for the future of AI (Sivesh Sukumar, Analyst @ Balderton)
The evolution of APIs: 3 game-changing use cases for fintech’s future – Part 2 (Mouro Capital Team)
3 Things: LLMs for Talk Summaries, Service Provider Referrals, Hypnotherapy for Weight Loss (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
10 Charts That Capture How the World Is Changing (Part II) (Rex Woodbury, Partner @ Index)
Solar supply chain ethics and how to make them better (Arjun Kumar, Principal @ Wunder Capital)
The Most Successful Web3 Launch in 2022 (Tomasz Tunguz, ex-MD @ Redpoint)
When Will Technology Finally Save Restaurants? (Greta Anderson, Principal @ Balderton)
Emerging Supply Chain & Logistics Trends and Technology Landscape (Demi Obayomi & Andrew Vogeley, Sapphire Ventures)
Guides, Case Studies, and Best Practices for Operating
The Best Time of Year to Raise for Your Startup (Tomasz Tunguz, ex-MD @ Redpoint)
How Founders Should Approach the Coming Wave of M&A deals (Matt Cohen, MP @ Ripple Ventures)
A Complete Guide to Business MOATS (Alex Iskold, GP @ 2048)
Leading Your Sales Team Through The Downturn (Mikaela Gluck, OpenView Partners)
An Executive's Guide to Planning for Layoffs (Stacey Ferreira, 1517 Fund)
Choose Good Quests (Trae Stephens & Markie Wagner, Founders Fund)
The Age of Acquisition (Kyle Harrison, GP @ Contrary)
The Need to Read (Paul Graham, Founder @ Y Combinator)
Some Thoughts on Investing, an Ongoing List (Collaborative Holdings)
Private Equity and SaaS Valuation Floors (Tanay Jaipuria)
Decentralization (Packy McCormick, GP @ Not Boring)
Oikophobia: American Self-Contempt (Erik Torenberg, Partner @ Village Global)
Venture Capital Glossary (Jason Heltzer, MP @ Origin)
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