VC Theses #140 | The things AI won't change, Surprising VC Market Data Points, & more
VC Theses #140 | The things AI won't change, Surprising VC Market Data Points, & more
Aug 7-13th | Insights from Emergence, CRV, Bessemer, Index, Revolution 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
The Things AI Won’t Change (Doug Clinton, MP @ Deepwater)
The Race to Capture Value: Cloud Lessons for the AI Era (Peter Lauten & David George, A16Z)
AI Trends (Brian Zhan, VC @ CRV)
Industry Developments & Analyses
Surprising Data Points about the Venture Capital Market (Tomasz Tunguz, MD @ Theory)
The Cloud 100 Benchmarks Report 2023 (Bessemer Team)
Big Tech x Generative AI Q2 Update (Tanay Jaipuria, Partner @ Wing VC)
To Be or Not To Be (A Security) (Lakshmi Prakash, Silicon Bench)
14 Charts on the US Consumer (Turner Novak, GP @ Banana Capital)
Guides, Case Studies, and Best Practices for Operating
The UX decisions that make or break Gen AI (Jake Saper & Jessica Cohen, Emergence)
Board meeting etiquette is undervalued (Sakib Jamal, VP @ Crossbeam)
Every Sales Forecast Call Should Start With These 5 Metrics (Bill Binch, Partner @ Battery)
Don't Talk to Your Competitors' Investors (Chris Neumann, GP @ Panache Ventures)
Additional Reads
How Will a Venture Capital Recovery Feel? Observations from 2008 (Tomasz Tunguz, MD @ Theory)
The Future of Technology Looks a Lot Like...Pixar? (Rex Woodbury, Partner @ Index)
Work-from-Where? (Clint Meyers, Partner @ Revolution)
Embedded Bets and Expected Value (Yoni Rechtman, Principal @ Slow)
Founder vs. Business Model Paradox (Robin Butler, Partner @ Sturgeon Capital)
A Few Stories About Big Decisions (Morgan Housel, Partner @ Collaborative Fund)
The Dance of Expectations: Understanding Founder Pressures in VC (David Paul, MP @ DWP Capital)
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