VC Theses #130 | Digitally Native Franchises, Democratizing Healthcare & more

Open in app or online

VC Theses #130 | Digitally Native Franchises, Democratizing Healthcare & more

May 29th–June 4th | Insights from Forerunner, GGV, Multicoin, Redpoint, OpenView, and others

Ali Afridi

Jun 4

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.

This edition of SandHill.io is brought to you by Tegus, an insights platform with more than 50,000 investor-led call transcripts. Sign up today for a 14-day free trial.

Additional Reads

Investing for Alpha or Beta? (Rick Zullo, GP @ Equal Ventures)
VC Contagion (Kyle Harrison, GP @ Contrary)
Taking Matters Into Your Own Hands (David Beisel, GP @ NextView)
Finding Faith in the Age of AI (Meera Clark, Principal @ Redpoint)
Faith over Logic (Erik Torenberg, Founder @ OnDeck)
Contraction as a means to retention (Akash Bajwa, VC @ Earlybird)
The Gospel of ARK Invest(Kyle Harrison, GP @ Contrary)

Thank You to Tegus for Sponsoring

This edition of SandHill.io is brought to you by Tegus. The Tegus platform empowers VCs to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis with a 14-day free trial.

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.

Enjoying SandHill?

We’d really appreciate it if you shared it with a friend who would find it valuable.

Did someone send you this email? Subscribe below.

Comment

Restack

Key phrases

trillion dollar underdog story The Generative AI Stack Four Key Intersections subscription business models essential building blocks latest investment themes

Older messages

VC Theses #129 | Healthcares big problems, Composable CDP, & more

Sunday, May 28, 2023

May 21st–28th | Insights from SignalFire, A16Z, Revolution, Madrona, and others ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

VC Theses #128 | The New Industrial Revolution, Insurance Startups, & more

Sunday, May 21, 2023

May 14th–May 21st | Insights from Foundation, Redpoint, Bessemer, Index, Point Nine, and others ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

VC Theses #127 | Decarbonization, Cloud Infra Trends, Command Line Medicine & more

Sunday, May 14, 2023

May 7th–May 14th | Insights from Kleiner Perkins, Innovation Endeavo≥rs, Social Capital, Insight, and others ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

VC Theses #126 | High Risk Industries, Proptech, Last VC Investment, & more

Sunday, May 7, 2023

April 30th–May 7th | Insights from A16Z, Emergence, Lightspeed, USV, and others ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

VC Theses #125 | Trends in Cloud , Climate Tech, Retail Investing & more

Sunday, April 30, 2023

April 23rd–April 30th | Insights from Greylock, Revolution, Benchmark, Lightspeed, and others ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

How to Earn 6-Figures in Your 20s