VC Theses #103 | Battleground for AI, Best Time to Raise, Choosing Good Quests, & more
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
VC Theses #103 | Battleground for AI, Best Time to Raise, Choosing Good Quests, & more
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)
Additional Reads
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)
Did we miss something?
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