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VC Theses #146 | AI in Healthcare, Vertical Operating Systems, Wild West of eComm, & more
Sept 18th–24th | Insights from A16Z, Sequoia, Upper90, Picus, Elad Gil, 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
Generative AI Act Two (Sonya Huang & Pat Grady, Sequoia)
Vertical Operating Systems and Embedded Fintech (Upper90 Team)
Industry Developments & Analyses
The Wild West of E-Commerce (Rex Woodbury, MP @ Daybreak)
Climatetech & Fintech: Converging into the 2020s (Picus Capital & FinTech Collective)
Follow the GPUs Perspective (David Cahn, Partner @ Sequoia)
Fintech Fuels Global Payments (A16Z Team)
Software Transcends Borders—Why Not Money? (Angela Strange, Joe Schmidt, and Gabriel Vasquez, A16Z)
LLMs: Legal language models and the end of legalese (Wayne Hu, Partner @ SignalFire)
Unicorn Market Cap 2023: Rise of AI (Elad Gil)
Guides, Case Studies, and Best Practices for Operating
Are You Ready To Be a Public Company? (David George, GP @ A16Z)
Your guide to CAC payback period (Kyle Poyar, Partner @ OpenView)
Top 10 Questions Founders Must Be Ready to Answer When Fundraising (Trace Cohen, Partner @ NYVP)
Lessons From Instacart's Magic and Intensity (Scott Holloway, GP @ Starting Line)
Helpful Boards (Jared Hecht, Co-Founder @ GroupMe & Fundera)
Product-led Sales: An In-depth Blueprint for Action (Harsh Jawharkar for OpenView)
A reflection on a decade: 10 lessons after 10 years in VC (Angela Tran, GP @ VersionOne)
7 Powers: Opportunities in AI (Shravan Narayen, Partner @ IVP)
Lessons learned from a hot month for IPO's (Ryan Shannon, VC @ Radical Ventures)
Becoming An Allocator (Kyle Harrison, GP @ Contrary)
We Need New Forms of Living Together (Albert Wenger, GP @ USV)
How Eniac invests in AI at the application layer (Hadley Harris & Coleman Clyde, Eniac)
Sometimes No Is the Beginning, Not the End (Charles Hudson, GP @ Precursor)
On Valuations and Hyped Seed (Liam Shalon, Director @ Level)
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