VC Theses #156 | The Future of Health, Longevity, Financial Advice, & more
VC Theses #156 | The Future of Health, Longevity, Financial Advice, & more
Nov 27th–Dec 3rd | Insights from F-Prime, Emergence, Primary, Slow Ventures, 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
GenAI and the Future of Financial Advice: More Co-Pilot Than Autopilot (John Lin, Abdul Abdirahman, & Zoey Tang, F Prime)
What Primary Looks for in Early Stage Go-To-Market SaaS (Cassie Young, Jason Gelman, & Zach Fredericks, Primary)
The Fourth Industrial Revolution (White Star Capital Team)
The Future of Healthcare Should Be Private Practice (Yoni Rechtman, Principal @ Slow)
Future of Longevity (Annabel Acton, Director @ AfterWork)
Cloud 2.0: The Serverless Revolution (Dan Cahana, VC @ GGV)
Industry Developments & Analyses
Meet the New AI Infrastructure Powering the Next Gen of AI Applications (Joe Floyd & Yaz El-Baba, Emergence)
Obesity: A Primer on the Condition and its Treatments (Earlybird's Insights)
The state of SaaS venture capital (Sammy Abdullah, GP @ Blossom Street VC)
Cracking the AI Open-Source Code: Will History Repeat Itself in the Next Platform Shift? (Vic Singh & James Barone, Eniac Ventures)
What Your Children Can Do That Generative AI Still Cannot (Rudina Sesseri, MP @ Glasswing VC)
In defense of thin wrapper startups (Kojo Osei, VC @ Matrix)
Guides, Case Studies, and Best Practices for Operating
The Playbook for Building SaaS-Enabled Marketplaces, Part I (Luke Skertich, VC @ FJ Labs)
What’s going on with pricing this year? A deep dive into 2023 pricing data. (Kyle Poyar, Partner @ OpenView)
How U.K. Tech Companies Can Battle American Competitors on British Soil, and Thrive (Zak Ewen, Partner @ Battery)
Decoding Finance Team Structures at the Series C Milestone (Eddie Ackerman, Thomvest)
How to Get a VC to See Past Your Resume (Chris Neumann, GP @ Panache)
Seven SaaS resiliency lessons for doing business in a volatile market (Janelle Teng, VC @ Bessemer)
Finding the Next Wave of Growth: S-Curves and Product Sequencing (Casey Winters, Partner @ Reforge)
Additional Reads
Deconstructing & Mapping B2B SaaS Business Models (Ben Yoskovitz, Partner @ Highline Beta)
Reflecting on Our 2023 Predictions (Vivek Ramaswami & Sabrina Wu, Madrona)
Things are looking down (in a good way) (Teddy Blank, Principal @ First Star)
Why do startups have Boards of Directors? (Ryan Shannon, VC @ Radical)
The Five Pillars of Startup Impact (Rex Woodbury, MP @ Daybreak)
The Post Money SAFE Horror Story (Jean de La Rochebrochard, MP @ Kima)
Step Functions in Intelligence. OpenAI, What's Next and a Perspective on Where We're Headed (Dez Fleming, VC @ FirstMark)
Did we miss something?
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