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VC Theses #78 | Opportunities in Healthcare Fintech, Learning from Circular Economy Innovations, & more
May 29th–June 3rd | Insights from A16Z, Mouro Capital, Redpoint, M25 Group, 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
3 Things: Cards Against Crypto, Baby Rental Boxes, Cut the Fat SaaS (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
What can other industries learn from the automotive sector’s circular economy innovations? (Manuel Martinez, GP @ Mouro Capital)
Reflections on the Consumer Correction: A Gray May (Meera Clark, Principal @ Redpoint)
The Cloud Quarterly: A Founder’s Almanac (Battery Ventures Team)
Decentralized Economy: The Building Block of Increased Engagement & Connectivity Between the Masses (Arhat Bhagwatkar, MentorFund)
Food Delivery Costs High and Going Higher (Gene Munster & Mark Golbranson, Loup Ventures)
The Iron Man Model: How Startups and the Military Can Work Together (Jeff Decker for A16Z Future)
Operational Guides & Case Studies
Applying the Burn Multiple to Marketplace Business Models (Jeff Fluhr, GP @ Craft Ventures)
Your guide to growth amid uncertainty (Kyle Poyar, Partner @ OpenView)
6 Rules to Demystify your Sales Stages (Seth DeHart, Venture Partner @ Point Nine)
3 Security Considerations for the Age of Connected Work (Kaitlyn Henry, VP @ OpenView)
Is Now a Bad Time To Be a VC? (Kyle Harrison, GP @ Contrary)
8 Harsh Realities of being a Junior VC (Abhinaya Konduru, VC @ M25 Group)
From Internal Tool to IPO (Tanay Jaipuria, PM @ Instagram)
The Macroeconomic Signal to Watch for Software & Infrastructure Startups (Tomasz Tunguz, MD @ Redpoint)
15,000 Tech Workers Have Been Let Go In May. Were You One of Them? (Hunter Walk, GP @ Homebrew)
If Shakespeare Started a Startup (Dez Fleming, VC @ FirstMark)
Cultural Transmission In the Internet Age (Rex Woodbury, Partner @ Index)
Different Kinds of BS (Morgan Housel, Partner @ Collaborative Fund)
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