VC Theses #92 | Investing in Psychedlics, Next Gen Real Estate, & more
Sept 6th–11th | Insights from Obvious Ventures, Redpoint, Alpaca, Equal, and others
Hey Everyone,
Our friends over at Demand Curve are organizing a virtual growth summit next month with top marketers and founders including Hiten Shah, Brian Dean, and Nik Sharma. They’ve offered free tickets to SandHill.io readers – you can claim a free ticket for Growth Summit through this link if interested!
Investment Themes, Theses, & Outlooks
The Tripping Point (James Joaquin, VC @ Obvious)
Next Gen Real Estate: Yesterday’s Real Estate vs. Tomorrow’s (Ryan Freedman, GP @ Alpaca)
Benefits 2.0: Brokers as the Frontline of Benefits Innovation (Simran Suri & Rick Zullo, Equal)
What’s Old is New: The Great Rebundling (Medha Agarwal, Partner @ Redpoint)
Where in the world might fintech be headed? (Manuel Silva, GP @ Mouro)
The Vertical Opportunity (Pratyush Buddiga, VC @ Susa)
Industry Developments & Analyses
How Startups Are Building for Underserved Communities (Rex Woodbury, Partner @ Index)
Foundations for Successful Fintech Infrastructure (and Several Tradeoffs to Consider) (Marc Andrusko & Angela Strange, A16Z)
Live eCommerce: Infomercials are popular again!?!? (Abhishek Maran, VC @ Folklore Ventures)
How European Tech Startups Disrupt the Energy Industry (Moritz Belling, VC @ Earlybird)
Guides, Case Studies, and Best Practices for Operating
Systematizing Go-To-Market Hiring (Tomasz Tunguz, MD @ Redpoint)
Why Did Your Sales Team Miss Plan? Check Your Quota on the Street (QoS) (Bill Binch, Partner @ Battery)
Spotify: Building Product to Improve Unit Economics (Jax Vullinghs, Partner @ AirTree)
Additional Reads
It's Supposed To Be Hard (Morgan Housel, Partner @ Collaborative Fund)
Web3 Users Are Just Like Web2 Users (Tomasz Tunguz, MD @ Redpoint)
Startups and Value Creation and Destruction (Tanay Jaipuria)
Face To Face (Fred Wilson, GP @ USV)
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