VC Theses #149 | State of AI, Premium SaaS, Fintech in A, & more
VC Theses #149 | State of AI, Premium SaaS, Fintech in A, & moreOct 9th–15th | Insights from Air Street, Cathay Innovation, VersionOne, OpenView, Battery, and othersWelcome 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 & Industry Analyses
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VC Theses #148 | Thesis on Web 3, Revolutionizing Medicaid, Attacking ERPs, & more
Sunday, October 8, 2023
Oct 1st–8th | Insights from FirstMark, Alpaca, 7wire, Ridge, USV, and others
VC Theses #147 | Healthcare Payments, Gaming Trends, Unbundling of ERPs & more
Sunday, October 1, 2023
Sept 25th–Oct 1st | Insights from Distributed Ventures, Ansa, Ridge, Daybreak, and others
VC Theses #146 | AI in Healthcare, Vertical Operating Systems, Wild West of eComm, & more
Sunday, September 24, 2023
Sept 18th–24th | Insights from A16Z, Sequoia, Upper90, Picus, Elad Gil, and others
VC Theses #145 | Transforming Healthcare, Opportunity in US Fintech, & more
Sunday, September 17, 2023
Sept 11th–17th | Insights from Sequoia, Jim Breyer, Battery Ventures, Vinod Khosla, and others
VC Theses #144 | Product-Led AI, Online Consumer Services, B2B Marketplaces, & more
Sunday, September 10, 2023
Sept 3rd–10th | Insights from Greylock, A16Z, Point Nine, Sequoia, Eniac, and others
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