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VC Theses #141 | Climate Software Roadmap, Next Generation of Healthcare, & more
Aug 13th–20th | Insights from Bessemer, FirstMark, Scale VC, Sapphire Ventures, 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
Roadmap: Climate and energy software (Aia Sarycheva, Madeline Shue, & Bob Goodman, Bessemer)
Software-First Care & The Next Generation Of Healthcare Technology (Steph Weiner, VC @ FirstMark)
Generative AI: Application Layer Prioritization (Rudina Seseri, Kleida Martiro, & Hunter Hartwell, Glasswing VC)
From Purchase Orders to Boardrooms: Procurement’s Tech Renaissance and Evolution (Jane Lee, VP @ Sapphire Ventures)
Sci-Fi Idea Bank (Packy McCormick, GP @ Not Boring)
Industry Developments & Analyses
Macro Headwinds Cloud the Outlook for Healthtech Venture Capital (Vickram Pradhan, VC @ Sopris Capital)
Ambulatory and Home Infusion Market Map (David Paul, MP @ DWP Capital)
Buy-Now-Pay-Later: A Force For Good Or A Step Toward A Never-Ending Debt Spiral? (Alex Lazarow, ex-Partner @ Cathay Innovation)
The joy of not managing your own AI infrastructure in today’s world (Maggie Basta, VC @ Scale)
Public Companies ❤️ AI (Vivek Ramaswami & Sabrina Wu, Madrona)
Fintech, AI, and the Challenges with Compliance, Fraud, and Risk (Cowboy Ventures Team)
Guides, Case Studies, and Best Practices for Operating
My playbook to write better B2B content (Kyle Poyar, Partner @ OpenView)
How to validate your B2B startup idea (Lenny Rachitsky, Lenny’s Newsletter)
Do You Really Need a CRO? How to Grow Your Sales Organization (Loren Alhadeff, Venture Partner @ Madrona)
The Ultimate SaaS Pricing Resources Guide (Kyle Poyar, Partner @ OpenView)
Scaling Go-To-Market for MLOps Startups (Jax Vullinghs, Partner @ Airtree)
No, You Should Not Give Advisory Shares to Investors (Chris Neumann, GP @ Panache Ventures)
Network Effects: The Evolution of Online Communities (Rex Woodbury, Partner @ Index)
Why We’re Heading Into the “Perfect Storm” of Startup Closures. (Hunter Walk, GP @ Homebrew)
"Learning from Failure" - Lessons By Fred Wilson (Jeff Morris Jr., GP @ Chapter One)
Everything I Learned in my 2nd Year in Venture (Dez Fleming, VC @ FirstMark)
Why Mega Funds Exist (Abhishek Maran, VC @ Rampersand)
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