#203 | Deep tech for consumer wellness, The grid's transformation & more
#203 | Deep tech for consumer wellness, The grid's transformation & more
Oct 27th | The latest from Bessemer, G2VP, BCV, Felicis, Work-Bench, and others
SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 700+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The Rising Tide for Deep Tech Innovation in Consumer Health, Wellness, and Longevity (Daphne Che, Principal @ Montage)
Women & Wealth: The Wealthspan (Ingeborg Investments Team)
Every company is (becoming) a power company (Monica Varman, Partner @ G2VP)
Industry Developments & Analyses
State of Health Tech 2024 (Sofia Guerra & Steve Kraus, Bessemer)
The Grid’s Transformation: Batteries Will Reshape the Modern Grid 150 Years After its Invention (Brook Porter & Jasper Platz, G2VP)
The Equal Ventures Insurance Index (Adam Chadroff & Rick Zullo, Equal)
Concentration In The AI Value Chain (Akash Bajwa, Principal @ Earlybird)
The three components of the unstructured data stack (Astasia Myers, GP @ Felicis)
Open-source versus proprietary AI models: The new frontiers of AI competition (Chris Zeoli, Partner @ Wing)
Guides, Case Studies, and Best Practices for Operating
40+ ICP marketing plays (Kyle Poyar, Partner @ Tremont)
What Do You Do With an Idea? (Packy McCormick, GP @Not Boring)
Aligning Your GTM Strategy for FY 2025 Success (Anna Baird & Loren Alhadeff, Madrona)
Additional Reads
Comparative Advantage with Technology - How to Measure Moats (Rick Zullo, GP @ Equal Ventures)
On market sizes (Jessica Lin, GP @ Work-Bench)
To those who dare (Jean de La Rochebrochard, MP @ Kima Ventures)
To Go Broad, Go Deep (Rex Woodbury, MP @ Daybreak)
Embracing the Uncertainty in Deep Tech Investing (Julien Lepleux, Principal @ Bleu Capital)
Misaligned Incentives (Jamin Ball, Partner @ Altimeter Capital)
The take-private takeover of software M&A (Janelle Teng, VP @ Bessemer)
Make Better Sense of Your Data: How Knowledge Graphs Can Enhance AI Models in the Enterprise (Glasswing VC Team)
The Treasure Trove
We’re going to be putting the Treasure Trove on hiatus for now. Although we’ve gotten some positive feedback on it, the engagement on the recent digests has been a bit lower for the above posts as attention gets diverted away. In the interest of staying true to the purpose of promoting the latest theses & insights, we’ll pause sharing older posts for the time being and may bring the Treasure Trove back in a different form down the line.
Resources & more
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