VC Theses #144 | Product-Led AI, Online Consumer Services, B2B Marketplaces, & more
VC Theses #144 | Product-Led AI, Online Consumer Services, B2B Marketplaces, & more
Sept 3rd–10th | Insights from Greylock, A16Z, Point Nine, Sequoia, Eniac, 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
Product-Led AI (Seth Rosenberg, GP @ Greylock)
Let’s Get Personal: Why AI Will Unlock a Massive Market for Online Consumer Services (Alex Immerman & Jamie Sullivan, A16Z)
Will AI Accelerate Vertical SaaS Adoption? (Christoph Janz, GP @ Point Nine)
Industry Developments & Analyses
The State of European B2B marketplaces (Louis Coppey, Partner @ Point Nine)
Charts to Chew On: An Anxious August. (Meera Clark, Principal @ Redpoint)
The Rise of Data Lakes in Software Architecture (Tomasz Tunguz, MD @ Theory)
Guides, Case Studies, and Best Practices for Operating
How to win your first 10 B2B customers (Lenny Rachitsky)
The Idea Maze: Mike Salguero - Founder of Butcherbox (Rob Go, Partner @ NextView)
Who owns “growth”? It’s complicated. (Kyle Poyar, Partner @ OpenView)
A Pre-Seed Round Doesn't Replace Hard Work (Abhishek Maran, VC @ Rampersand)
How Do You Decide to Build a Feature to Close a Deal? (Ben Yoskovitz, Partner @ Highline Beta)
Additional Reads
Crucible Moments Essay (Roelof Botha, MP @ Sequoia)
Startup Physics (Vic Singh, GP @ Eniac)
Full-Stack Deep Tech Startups & AI Value Capture (Mike Dempsey, GP @ Compound)
Playing Different (Stupider) Games (Kyle Harrison, GP @ Contrary)
We Know the IPO Window Is Open. The Real Question Is How Wide? (Doug Clinton, GP @ Deepwater)
Constraints (Akash Bajwa, VC @ Earlybird)
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