VC Theses #115 | The Age of AI, Future of Industrial Design, & more
VC Theses #115 | The Age of AI, Future of Industrial Design, & more
Feb 13th–19th | Insights from A16Z, G2VP, Matrix, Madrona, Bling Capital, 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.
This edition of SandHill.io is brought to you by Tegus, an insights platform with more than 50,000 investor-led call transcripts. Sign up today for a 14-day free trial.
Investment Themes, Theses, & Outlooks
Five Predictions for the Future of Learning in the Age of AI (Anne Skates, Partner @ A16Z)
The future of Industrial Design: Anticipating the next round of disruptors (Daniela Raffel, VC @ Dawn Capital)
2023 Mobility Predictions (G2VP Team)
Models-as-a-Service (Peter G Schmidt, Sr. Associate @ Refinery)
Security’s Fifth Estate: Predictions for 2023 (Rak Garg & Enrique Salem, Bain Capital Ventures)
Industry Developments & Analyses
Doing More with Moore: Biotech’s Tech Moment (Jorge Conde & Jay Rughani, A16Z)
Interchange is a burning platform (Matt Brown, Partner @ Matrix)
Vertical APIs (Ricardo Amram, VC @ Point Nine)
Field Study: Rent Collections & Eviction Solutions (Daniel Fetner, GP @ Alpaca)
Search Wars: 2023 (Vivek Ramaswami & Sabrina Wu, Madrona)
The Alchemy of FinTech Valuations (Ansaf Kareem, Partner @ Lightspeed)
Celebrity Packaged Goods: Is this the death of celebrity & traditional bra(Andrew Ross, Venture Partner @ XRC)
Guides, Case Studies, and Best Practices for Operating
Negotiating Your First Warehouse Facility: Trade-offs Across Terms (David Haber, Melissa Wasser, and JJ Yu, A16Z)
How to Size a Market in 30 minutes (Ben Ling, GP @ Bling Capital)
The Dangers of a High Compensation Culture (Marcus Ryu, Partner @ Battery)
Next-Gen CFOs Need Next-Gen Tools to Power Their Organizations (Tina Dimitrova, VC @ Bain Capital Ventures)
Consumer GTM insights for B2B software (Akash Bajwa, VC @ Earlybird)
Bootstrapping To 8.5+ Million End Users: Inside Uscreen’s Journey to $20 Million ARR and Beyond (Kyle Poyar, Partner @ OpenView)
Additional Reads
Where Do Deals Come From — 2022 (David Goldberg, GP @ Alpaca)
Vertical SaaS Decoded: Five Takeaways Investors and Entrepreneurs Often Overlook (Anna Khan, GP @ CRV)
Trickle down valuations (Guy Turner, GP @ Hyde Park)
How Impact Investing Applies to Venture Capital (Rex Woodbury, Partner @ Index)
Dislocation (Kunal Tandon, GP @ El Cap)
Thank You to Tegus for Sponsoring
This edition of SandHill.io is brought to you by Tegus. The Tegus platform empowers VCs to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis with a 14-day free trial.
Did we miss something?
We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.
Enjoying SandHill?
We’d really appreciate it if you shared it with a friend who would find it valuable.
Did someone send you this email? Subscribe below.