VC Theses #154 | The AI Revolution, Autonomous Finance, & more
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VC Theses #154 | The AI Revolution, Autonomous Finance, & more
Nov 13–19th | Insights from Coatue, A16Z, Sequoia, Cowboy, CRV, 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
AI: The Coming Revolution (Sri Viswanath, Vibhor Khanna & Yijia Liang, Coatue)
The Next WebMD: An LLM as Your Front Door to Healthcare (Daisy Wolf & Julie Yoo, A16Z)
Industry Developments & Analyses
The Emerging Vertical AI Landscape, And Our Vertical AI Market Map (Aileen Lee & Matt Lu, Cowboy Ventures)
Healthcare May Indeed Be an Early Adopter for AI (Brandon Gleklen & Olivia Henkoff, Battery Ventures)
Outclassed: The Battle for Therapeutic Market Share (Ben Portney, Adela Tomsejova & Jorge Conde, A16Z)
Redefining Local-First Software: Decentralizing the Centralized Public Cloud (Reid Christian & Chiraag Deora, CRV)
The 6 Levels of Autonomous Finance (David Roos, Partner @ Core Innovation)
From code to climate action: Can we quantify the impact of climate software solutions? (Extantia Capital Team)
Guides, Case Studies, and Best Practices for Operating
My First 16: Competing in a Crowd of Incumbents with Mercury’s Immad Akhund (Seema Amble, Partner @ A16Z)
G2 Playbook: Strategy in a Box for Startups (Jasper Platz, VC @ G2VP)
Pioneering Defense Technologies (Marco DeMeireles, GP @ Ansa)
When they hired their first PM (Lenny Rachitsky)
Are You Selling a Shovel – Or a Way to Dig a Hole? (Bill Binch, Partner @ Battery Ventures)
B2B SaaS sales best practices (Sammy Abdullah, GP @ Blossom Street VC)
Brian Chesky’s contrarian approach to product, growth, and leadership (Lenny Rachitsky)
Additional Reads
Seed Investing: The State of the Union (Rex Woodbury, MP @ Daybreak)
Going Your Own Way — Defying Pattern Recognition of Venture Capital Managers (Rick Zullo, GP @ Equal Ventures)
The Federal Reserve and Critical Moments in U.S. Monetary Policy (Chamath Palihapitiya, GP @ Social Capital)
The Next Billion Developers Perspective (David Cahn, Partner @ Sequoia)
How Much Does it Cost to Use an LLM? (Tomasz Tunguz, MD @ Theory)
Unpacking OpenAI's Dev Day (Tanay Jaipuria, Partner @ Wing VC)
The Leaders of Movements (Kyle Harrison, GP @ Contrary)
The Software Industry's Productivity Boom: Analyzing Revenue per Employee Trends (Tomasz Tunguz, MD @ Theory)
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