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VC Theses #147 | Healthcare Payments, Gaming Trends, Unbundling of ERPs & more
Sept 25th–Oct 1st | Insights from Distributed Ventures, Ansa, Ridge, Daybreak, 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
The Evolution of Healthcare Payments: Past, Present, and Future Opportunities (Carolina Rojas & Shawn Ellis, Distributed Ventures)
The AI Revolution Series (A16Z Team)
Industry Developments & Analyses
Game On: Exploring Gaming Trends, Investments, and Market Segmentation (Marco DeMeireles, GP @ Ansa Capital)
ERP at the Precipice: Unbundling North to South and East to West (Brendan Baker, Partner at Ridge)
The Mobile Revolution vs. The AI Revolution (Rex Woodbury, MP @ Daybreak)
The Tea on Gen Z (Meera Clark, Principal @ Redpoint)
Do We Really Have Too Much AI Infrastructure? (Vivek Ramaswami & Sabrina Wu, Madrona)
The AI Copilot Market Map (Kahini Shah & James Joaquin, Obvious VC)
Guides, Case Studies, and Best Practices for Operating
A Strategic Guide to Sequencing Your Fundraise (Abhishek Maran, VC @ Rampersand)
Moving From Problem-Solution Fit to Product-Market Fit (Ben Yoskovitz, Partner @ Highline Beta)
The B2B SaaS PMF Spectrum: Are You Weak, Strong, or Somewhere in Between? (David Paul, MP @ DWP Capital)
How Startups Can Brace for a Government Shutdown (David Hall, MP @ Revolution)
SaaS Packaging 201: 9 Advanced Lessons for Better SaaS Packaging (Kyle Poyar, Partner @ OpenView)
AI Regulation (Elad Gil, Angel Investor)
The relationship between risk and return (Pascal Unger, MP @ focal)
Sailing Through the VC Industry's Rough Seas (David Beisel, GP @ NextView)
Should We Pivot? (Jeff Morris Jr, GP @ Chapter One)
The Many Roles at a Venture Fund — And How to Land Them (Halle Tecco, ex-MD @ Rock Health)
Venture Studios & Incubations (Weekend Fund Team)
The Rise of "Early Growth Equity": A Game-Changer for Startups (David Paul, MP @ DWP Capital)
When the valuation hangover finally hits (Janelle Teng, VC @ Bessemer)
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