VC Theses #155 | AI for Clinicians, E-Sims, Betting on Deep Tech, & more
VC Theses #155 | AI for Clinicians, E-Sims, Betting on Deep Tech, & more
Nov 20–26th | Insights from A16Z, Dawn Capital, Susa, Balderton, Lowercarbon, Social Capital, 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 Teammate Clinicians Need (A16Z Team)
E-Sims and “MVNO-in-a-box” (Shamillah Bankiya & Zoe Qin, Dawn Capital)
Industry Developments & Analyses
Betting on Deep Tech (Leo Polovets, GP @ Susa)
We’ve got the picks and shovels — so what’s stopping the gold miners? (Sivesh Sukumar, VC @ Balderton)
How Open-Source alternatives are challenging great startups (Abel Samot, VC @ Red River West)
How do you compete with the everything company? (Ryan Shannon, VC @ Radical Ventures)
The Faster Horse Problem in AI (Morgan Cheatham, VP @ Bessemer)
Exits in emerging markets (Robin Butler, Partner @ Sturgeon Capital)
Revisiting The Age of Acquisition (Kyle Harrison, GP @ Contrary)
Time To Play For Team Earth (Christina Chang, Partner @ Lowercarbon)
Guides, Case Studies, and Best Practices for Operating
Navigating the Startup Board of Directors: Powers, Responsibilities, and Legal Considerations (Trace Cohen, Partner @ NYVP)
How health-tech founders can survive a brutal 2024 (Christina Farr, Principal @ OMERS)
Cloud GTM and Alliances (Akash Bajwa, VC @ Earlybird)
Autopsy of a SaaS death (Sammy Abdullah, GP @ Blossom Street)
The pre-PMF guide to product management (Kyle Poyar, Partner @ OpenView)
Additional Reads
The Full Reset (Morgan Housel, Partner @ Collaborative Fund)
Hedgehogs, foxes, and VCs (Matt Brown, Partner @ Matrix)
5 Startup Lessons From 5 Ecosystems, Ending At Money2020 (Alex Lazarow, MP @ Fluent Ventures)
Anatomy of a VC AGM (Chris Neumann, GP @ Panache Ventures)
The Art of Early-Stage Investing (Rex Woodbury, MP @ Daybreak)
A Short History of OpenAI (Chamath Palihapitiya, GP @ Social Capital)
OpenAI & Grand Strategy (Packy McCormick, GP @ Not Boring)
The recent waning of the founder-CEO premium… but why I’m still bullish in the long-run (Janelle Teng, VC @ Bessemer)
Navigating Promotion and Prevention Questions (Abhishek Maran, VC @ Rampersand)
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