VC Theses #152 | Disrupting Systems of Record, Headwinds in Logistics, & more
VC Theses #152 | Disrupting Systems of Record, Headwinds in Logistics, & more
Oct 30th–Nov 5th | Insights from Square Peg VC, Bain Capital, Redpoint, , 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 700+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Disrupting systems of record: The generative AI opportunity (Lucy Tan, Principal @ Square Peg)
A Promising Future for DNA and RNA-based Therapies (Earlybird VC Team)
Industry Developments & Analyses
Some musings on the state of innovation in the logistics industry given macro headwinds (Ajay Agarwal, Partner @ Bain Capital Ventures)
Charts to Chew On: The Tea on Q3. (Meera Clark, Principal @ Redpoint)
The Sustainable Global Economy (White Star Capital Team)
The 3P's of AI in Healthcare (Nikita Andersson & Alexander Jenkins, Hummingbird VC)
The Superhero Stack (David Ulevitch, GP @ A16Z)
Pixel Perfect: How AI Unlocks Creativity (Rex Woodbury, MP @ Daybreak)
Guides, Case Studies, and Best Practices for Operating
Lessons learned from a startup that didn’t make it (Lenny Rachitsky)
Usage-Based Pricing Is Popular, But Is It Right For You? Our Rule of Thumb (Tugce Erten & Mark Regan, A16Z)
Raising Your First Round of Capital (Abhishek Maran, VC @ Rampersand)
The Quarterly Sit-Down: How to run more efficient performance reviews (Jim Stoneham, Partner @ SignalFire)
Designing the Future: How AI is Reshaping Product Design (Shravan Narayen, Partner @ IVP)
Three Steps to Applying PLG Concepts to Non-PLG Expansion Cycles (Bill Binch, Partner @ Battery Ventures)
Additional Reads
Vertical, horizontal, and ghost markets (Matt Brown, Partner @ Matrix)
Risk Curves in Venture Capital (Akash Bajwa, VC @ Earlybird)
The Impact of Anti-trust on M&A in Startupland (Tomasz Tunguz, MD @ Theory)
Medicine's Endgame (Packy McCormick, GP @ Not Boring)
Surviving The Death of Venture Capital (Kyle Harrison, GP @ Contrary)
Generative AI is not what you think (Casey Flint, VC @ Square Peg)
The AI Elephant in the Boardroom (Dharmesh Thakker, GP @ Battery)
Underwriting Responsible AI: Venture capital needs a framework for AI investing (Leah Morris & Aaron Rosenberg, Radical VC)
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.