VC Theses #143 | Request for Startups, New Opportunities in AI, & more
VC Theses #143 | Request for Startups, New Opportunities in AI, & more
Aug 28th–Sept 3rd | Insights from CRV, A16Z, Bessemer, TCV, USV, 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
Request for Builders: Startups I Would Build Today (Brian Armstrong, CEO @ Coinbase)
The Convergence of Regulation and Innovation in AI Creates New Opportunities (James Green, GP @ CRV)
BarbAIrians at the Gate: The Financial Opportunity of AI (Alex Rampell, GP @ A16Z)
Industry Developments & Analyses
Embracing the Gaming Revolution of Tomorrow (Marco Demeireles, GP @ Ansa)
SaaS IPO window inflection (Janelle Teng, VC @ Bessemer)
The latest in Fintech – A16Z Fintech Newsletter (A16Z Team)
Is 2023 the very best or the very worst time to be investing in AI? (Ryan Shannon, VC @ Radical Ventures)
Growth Equity Enters the AI Debate (TCV Team)
The Next Imaging Revolution in Interventional Cardiology (Earlybird Team)
LatAM's rise, the Camel Context, GenAI Hype and more (Alex Lazarow, ex-Partner @ Cathay Innovation)
Guides, Case Studies, and Best Practices for Operating
CEO 360s (Fred Wilson, GP @ USV)
How to identify your ideal customer profile (ICP) (Lenny Rachitsky)
The 5 SaaS Pricing Mistakes You’re Probably Making (And How to Avoid Them) (Kyle Poyar, Partner @ OpenView)
The Art of Crafting Your Startup's Story (Upgraded) (Abhishek Maran, VC @ Rampersand)
Additional Reads
In the Age of AI, Build "Platforms," Not "Products" (Equal Ventures)
Survival Guide to VC Regulations (Chris Harvey, Venture Lawyer)
I, Exponential (Packy McCormick, GP @ Not Boring)
A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1 (Tomasz Tunguz, MD @ Theory)
3 Takeaways from Instacart’s S-1 (Deepwater Asset Management)
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.