VC Theses #159 | The Fertility Crisis, Q-Learning, 2024 Outlooks, & more
VC Theses #159 | The Fertility Crisis, Q-Learning, 2024 Outlooks, & more
Dec 18th–24th | Insights from Bill Gates, Bain Cap, Madrona, White Star Capital, Upper90, IVP, 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.
Industry Developments & Analyses
On the Deepening Fertility Crisis (Megan Maloney, ex-VC @ General Catalyst)
The "Juniorization" of Healthcare (Vickram Pradhan, VC @ Sopris Capital)
Identity Crisis: The Biggest Prize in Security (Rak Garg, VC @ Bain Capital)
Data-driven Transformation (White Star Capital Team)
Q3 SaaS metrics (NDR, growth, efficiency) (Sammy Abdullah, GP @ Blossom Street VC)
Does lithium have a green future? (Max Werny, VC @ Extantia)
Visualizing the Future with Q-Learning (Rudina Seseri, MP @ Glasswing)
2024 Outlooks & Predictions
The Year Ahead – 2024 (Bill Gates, Founder @ Gates Foundation, Microsoft)
24 Predictions for 2024 (Rex Woodbury, MP @ Daybreak)
Predictions for 2024 (Upper90 Team)
What to Watch in 2024 (Shravan Narayen, Partner @ IVP)
Seeing Through the Clouds (Dharmesh Thakker, GP @ Battery)
Navigating the 2024 Venture Capital Landscape: 11 Bold Predictions (Trace Cohen, Partner @ NYVP)
GenAI in 2024 – Another Decade in One Year? (Matt McIlwain, MD @ Madrona)
Guides, Case Studies, and Best Practices for Operating
The inside story of why this once high-flying digital health startup failed (Christina Farr, Principal @ OMERS)
Is PLG the right go-to-market strategy for my startup? (Battery Ventures)
The two sides of startup M&A: How to capture the good and mitigate the bad (Alex Lazarow, MP @ Fluent Ventures)
Addressing Your SaaS Sales Issues (Sammy Abdullah, GP @ Blossom Street)
Additional Reads
Reflecting On Haystack’s Investment In Figma (Semil Shah, GP @ Haystack)
The Case for Growth at Investment Firms (Ali Hamed, GP @ Crossbeam)
Seed is the New Series A (Rick Zullo, GP @ Equal Ventures)
Diversity, Equity, and Delusion (Mike Solana, VP @ Founders Fund)
The Power of Lean Teams in Venture Capital (Massimo Sgrelli, GP @ Lombardstreet)
Impact Investing 101 (McKinley Richards, VC @ Sturgeon Capital)
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.
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