VC Theses #75 | The Sustainable Economy, How Much Farther Can We Fall, & more

May 8th – 14th | Insights from SignalFire, Work-Bench, Alley Corp, CoVenture, and others

Ali Afridi

May 15, 2022

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

Could Music be NFT's next jam? (Abhishek Maran, VC @ Folklore Ventures)
Web3 Things: Pokemon Go for NFTs, Credit Score for Wallets, r/explainlikeimfivecrypto (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

Building the Sustainable Economy (Rex Woodbury, Partner @ Index)
A Quick State of the Enterprise Funding Market (Jonathan Lehr, GP @ Work-Bench)
Disparities in Fertility (Sherman Leung, VC @ AlleyCorp)
A Theory of Justice for Web3 (Li Jin, GP @ Variant)
The Next Wave of Cloud Infrastructure (Sai Senthilkumar, Principal @ Redpoint)

Guides, Case Studies, and Best Practices for Operating

A Framework for Navigating Down Markets (Justin Kahl & David George, A16Z)
Buckets (Ali Hamed, GP @ CoVenture)
So, What Makes a Great COO? (Ryan Caldbeck, Founder @ CircleUp)
Strive to be a Gorilla, not just a Unicorn (Susa Ventures Team)
Hyper-growth is great, but don’t die while trying (Christoph Janz, MP @ Point Nine)
Your guide to support & PLG (Kyle Poyar, Partner @ OpenView)

Additional Reads

How Much Further Can We Fall? (Tomasz Tunguz, MD @ Redpoint)
A Few Beliefs (Morgan Housel, Partner @ Collaborative Fund)
Immersion and Perspective (Jordan Cooper, GP @ Pace Capital)
The Stock Dive (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
The Founder Resolve (Fred Wilson, GP @ USV)
Escaping the Great Stagnation (Erik Torenberg, Partner @ Village Global)

Did we miss something?

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