VC Theses #145 | Transforming Healthcare, Opportunity in US Fintech, & more
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VC Theses #145 | Transforming Healthcare, Opportunity in US Fintech, & more
Sept 11th–17th | Insights from Sequoia, Jim Breyer, Battery Ventures, Vinod Khosla, 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 for Healthcare Perspective (Josephine Chen, Partner @ Sequoia)
The Opportunity for U.S. Fintech is by No Means Over. In Fact, It’s Just Beginning. (David Roos, VP @ Core Innovation)
Breyer Capital’s Healthcare AI Investment Thesis: Learnings and Predictions (Jim Breyer, GP @ Breyer Capital)
Industry Developments & Analyses
The healthcare labor shortage market map (Yuanling Yuan & Enushé Khan, SignalFire)
The Curious Case Of ESG: Societal Tool Or Corporate Distraction? (Alex Lazarow, ex-Partner @ Cathay Innovation)
How Are Consumers Using Generative AI? (Olivia Moore, Partner @ A16Z)
State of Enterprise Tech Spending (Battery Ventures Team)
The Emerging Markets $100m ARR Club - Fintech (Madhusmita Das, Sturgeon Capital)
Comply or Die: The Rise of the AI Governance Stack (Battery Ventures Team)
Guides, Case Studies, and Best Practices for Operating
A guide for finding product-market fit (Lenny Rachitsky)
The Marketing Playbook I Helped Create Doesn’t Work Anymore. Here’s the New B2B Marketing Playbook. (Jon Miller for OpenView)
Integration Strategy (Akash Bajwa, VC @ Earlybird)
Your guide to SaaS packaging 201 (Kyle Poyar, Partner @ OpenView)
Be Long-Term Greedy When it Comes to GTM (Jason Mendel & Danel Dayan, Battery Ventures)
Additional Reads
Seed Market Evolution During A Downturn (Semil Shah, GP @ Haystack)
What is at stake in this AI based techno-economic war between the West and China? (Vinod Khosla, Partner @ Khosla Ventures)
Alpaca VC’s Field Study Program: A Repeatable, Thesis-Driven Approach to Investment (Alpaca VC Team)
The Rising Generation (Kyle Harrison, GP @ Contrary)
Changing The Way VCs Generate Deal Flow (Abhishek Maran, VC @ Rampersand)
Your Next Check Matters More than Your First (David Beisel, GP @ NextView)
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