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VC Theses #139 | AI's biggest impact, Embedded Fintech, How to Pivot & more
July 31st–Aug 6th | Insights from A16Z, Fika, Matrix, Alpaca, Cowboy, 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
Where Will AI Have the Biggest Impact? Healthcare. (Daisy Wolf & Vijay Pande, A16Z)
The Next Trillion Dollar Marketplace Will Put SKUs on Services (Dan Hockenmaier, Partner @ Reforge)
Industry Developments & Analyses
Clinical Pathways are the Currency of Healthcare (Jeff Diamond & Aaron Szekel, Fika Ventures)
The Iron Triangle of Embedded Fintech (Matt Brown, Partner @ Matrix)
Field Study: Landlord Technology Solutions Facilitating Rent Collections (Brian Downs & Daniel Fetner, Alpaca VC)
The 2023 Startup Market Trends Seen by an Emerging Fund Manager of a Micro VC (Massimo Sgrelli, GP @ Lombardstreet Ventures)
The Economic Case for Generative AI and Foundation Models (Martin Casado & Sarah Wang, A16Z)
Generative AI Tech Stack (Rudina Seseri, Kleida Martiro, & Hunter Hartwell, Glasswing Ventures)
Mind the Storage Gap (Matt Mandel & Mark Khalil, USV)
Guides, Case Studies, and Best Practices for Operating
How to Pivot the Right Way (Ben Yoskovitz, Partner @ Highline Beta)
How disqualifying customers can actually boost sales (Kelechi Nwadibia, Director @ SignalFire)
How to Get Press for Your Startup (Chris Neumann, GP @ Panache Ventures)
A Breakdown of LinkedIn’s AI Assisted Growth Loop (Brian Balfour, Founder @ Reforge)
WTF Happened In 2023? (Packy McCormick, GP @ Not Boring)
America Has a Problem. Startups Are Trying to Fix It. (Rex Woodbury, Partner @ Index)
Saving the Open Web (Tanay Jaipuria, Partner @ Wing VC)
Revisiting the Dot Com Era — What’s Similar, and Will Tech’s Recovery Be As Slow and Painful? (Aileen Lee & Allegra Simon, Cowboy Ventures)
The Biggest Mistake AI Investors Are Making: Too Much Extrapolation (Rob May, Partner @ AI Operators Fund)
Reaching For The Top (Vivek Ramaswami & Sabrina Wu, Madrona)
Historical Futurism (Kyle Harrison, GP @ Contrary)
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