VC Theses #73 | DeFi Reconfiguring Finance, The Ownership Economy, & more
VC Theses #73 | DeFi Reconfiguring Finance, The Ownership Economy, & more
April 24–30th | Insights from Battery, Insight, Redpoint, Variant, Point Nine, 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 650+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
How DeFi Will Reconfigure Financial Services In the Next Decade (Roger Lee & Courtney Chow, Battery Ventures)
Investing in Healthtech: Seeding and Scaling Healthcare at the Intersection of Software, Data, and Empathy (Scott Barclay, MD @ Insight)
Taking On Risk (Jacob Effron, Principal @ Redpoint)
3 Things: Metaverse Flights, Competitive Intel Sleuth, Offshore Mental Health Providers (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
The Ownership Economy 2022 (Li Jin, GP @ Variant)
The B2B Marketplace Funding Napkin 2022 (Alex George, Principal @ Point Nine)
The 4 Flows of Supply Chain (Sean Simons, VC @ Newark VP)
The irresistible rise of digital assets – how consumer demand is driving crypto (Manuel Silva, GP @ Mouro)
Web3 Security: Attack Types and Lessons Learned (Riyaz Faizullabhoy & Matt Gleason, A16Z)
Guides, Case Studies, and Best Practices for Operating
On Making Your Startup Inevitable (Eric Paley, GP @ Founder Collective)
Leaky Bucket or Layer Cake? Why You Can’t Ignore GMV Retention (Olivia Moore, Partner @ A16Z)
Your Brand is a Mirage; Your Customer Value Isn’t (Ezra Galston, GP @ Starting Line)
The Complete List of Series B Investors (Alex Iskold, GP @ 2048)
Additional Reads
The great VC pullback of 2022 (Matt Turck, Partner @ FirstMark)
Tech IPO Winter is Here: Who survived the frosty conditions and how "frozen" is the window? (Janelle Teng, VC @ Bessemer)
Some Thoughts On Twitter (Fred Wilson, GP @ USV)
Imagine You're a Venture Capitalist... (Tomasz Tunguz, MD @ Redpoint)
Index Bets: From Products to People (Kyle Harrison, ex-Principal @ Index)
Marketplaces are market failures (Yoni Rechtman, Principal @ Slow)
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