VC Theses #130 | Digitally Native Franchises, Democratizing Healthcare & more
VC Theses #130 | Digitally Native Franchises, Democratizing Healthcare & more
May 29th–June 4th | Insights from Forerunner, GGV, Multicoin, Redpoint, OpenView, 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
From Digitally Native Brand to Digitally Native Franchise (Brian O'Malley, MP @ Forerunner)
The Emerging AI Security Opportunity (Dan Cahana, VC @ GGV)
Industry Developments & Analyses
How To Democratize Healthcare: AI Gives Everyone The Very Best Doctor (Vijay Pande, GP @ A16Z)
The Convergence of Crypto and AI: Four Key Intersections (Kyle Samani, GP @ Multicoin)
Consumption vs. subscription business models during downturns (Janelle Teng, VC @ Bessemer)
The Essential Building Blocks of AI Businesses (Ryan Shannon, VC @ Radical Ventures)
Carbon Neutrality Isn’t Easy (G2VP Team)
The Generative AI Stack: Making the Future Happen Faster (Palak Goel, Jon Turow & Matt McIlwain, Madrona)
Ultimate Guide to Platforms (Steven Sinofsky, Board Partner @ A16Z)
Guides, Case Studies, and Best Practices for Operating
Your guide to growth marketing & PLG (Kyle Poyar, Partner @ OpenView)
The trillion dollar underdog story (Ryan Shannon, VC @ Radical Ventures)
5 Things VCs look For in Startup Founders (Trace Cohen, Partner @ NYVP)
How Much More Efficient Should a SaaS Startup Be When Using AI? (Tomasz Tunguz, MD @ Theory)
Reflections From Rebounding (Ash Panchang, MBA Associate @ NextView)
Additional Reads
Investing for Alpha or Beta? (Rick Zullo, GP @ Equal Ventures)
VC Contagion (Kyle Harrison, GP @ Contrary)
Taking Matters Into Your Own Hands (David Beisel, GP @ NextView)
Finding Faith in the Age of AI (Meera Clark, Principal @ Redpoint)
Faith over Logic (Erik Torenberg, Founder @ OnDeck)
Contraction as a means to retention (Akash Bajwa, VC @ Earlybird)
The Gospel of ARK Invest(Kyle Harrison, GP @ Contrary)
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.