VC Theses #160 | The Next big thing, Tech-driven care, & more
VC Theses #160 | The Next big thing, Tech-driven care, & more
Dec 25th–31st | The latest from Footwork, Ansa, Bessemer, Core Innovation, A16Z, 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
The next big thing in 2024 will be... (Nikhil Basu Trivedi, GP @ Footwork)
A New Era of Tech-Driven Care in Dentistry (Marco DeMeireles, GP @ Ansa)
SaaSy Predictions for 2024 (Janelle Teng, VC @ Bessemer)
Industry Developments & Analyses
Navigating the Digital Health Frontier (Jess Schram, VC @ Swiftarc Ventures)
From Human to Bot, From Biased to…Fair? (David Roos & Susan Ehrlich, Core Innovation)
Infinite Intelligence > Superintelligence (Doug Clinton, MP @ Deepwater)
Enabling Electrification without Burning More Fossil Fuels (Moritz Belling, Principal @ Earlybird)
Meritech Software Pulse (Meritech Team)
2023 Thomvest Housing Report (Nima Wedlake, Principal @ Thomvest)
Q3 payback period data in SaaS (Sammy Abdullah, GP @ Blossom Street)
AI’s single point of failure (Leah Morris, Sr. Director @ Radical Ventures)
Guides, Case Studies, and Best Practices for Operating
Overages: The Overlooked Problem in Usage-based Pricing (and How to Fix It) (Joe Morrissey, GP @ A16Z)
Startup Vital Signs: The Case for Prioritizing Founder Wellness (Amira Ouji, Sr. Director @ Revolution)
Additional Reads
Adobe and Figma Break Up (Lakshmi Prakash, Silicon Bench)
On Platform Shifts and AI (Casey Winters, Startup Advisor)
Phoenix Rounds (Rick Zullo, GP @ Equal)
Founder Experience Drives Investment Alpha (Liam Shalon, Director @ Level Ventures)
Lost Short Essays From Twitter (Mike Dempsey, GP @ Compound)
The rise of the Alpha Generator - rebranding the 'Emerging Manager' (Heather Hartnett, GP @ Human Ventures)
Step-Ups & Duration : The Shape of Things to Come to the Series A in 2024 (Tomasz Tunguz, MD @ Theory)
Cause of Death… (Michael Greeley, GP @ Flare Capital)
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