The SandHill.io Newsletter

#304 | Opportunities in Health, Local AI Models, & more

Oct 4th | The latest from Fluent, Supercruise, A16Z, Theory, BTV, Hummingbird, and others

Oct 4 • Ali Afridi

8

September 2026

#303 | AI Roll Ups, Electrify Everything, Anointing Winners, & more

Sept 27th | The latest from Lightspeed, Energize, Altimeter, BCV, Wing, and others

Sep 27 • Ali Afridi

8

#302 | The Next Insurance Giants, State of Consumer AI, & more

Sept 20th | The latest from Primary, Menlo, Wing, BCV, Conviction, Cowboy, and others

Sep 20 • Ali Afridi

8

#301 | The AI Personal Assistant Era, Physical AI Market Map, & more

Sept 13th | The latest from A16Z, Madrona, Defy, Cathay, NextView, Fika, and others

Sep 13 • Ali Afridi

5

#300 | System of Records in the Age of AI, Long-Horizon Agents, & more

Sept 6th | The latest from Battery, Altimeter, USV, Bessemer, Mayfield, and others

Sep 6 • Ali Afridi

7

August 2026

#299 | Consumer discovery, Emerging Robotics Themes, & more

Aug 30th | The latest from Obvious Ventures, Euclid, Altimeter, NextView, Khosla, Mayfield, and others

Aug 30 • Ali Afridi

8

#298 | Raise less & build software, The hunt for human exhaust, & more

Aug 23rd | The latest from Khosla Ventures, USV, Bessemer, Sequoia, Compound, and others

Aug 23 • Ali Afridi

8

#297 | The Human Bet, World Models, Data Center Debates, & more

Aug 16th | The latest from Forerunner, Emergence, Theory, Jump Capital, Lightspeed, and others

Aug 16 • Ali Afridi

9

#296 | The Pragmatic Robotics Boom, The Power Law Comes for VCs, & more

Aug 9th | The latest from Earlybird, Altimeter, Cathay, Wing, Slow, Contrary, and others

Aug 9 • Ali Afridi

7

#295 | Robotics' Missing Piece, Marketplaces in the age of AI, & more

Aug 2nd | The latest from Emergence, General Catalyst, A16Z, Wing, Slow, and others

Aug 2 • Ali Afridi

6

July 2026

#294 | Request for Startups, Data Center Industrialization, & more

July 26th | The latest from YC, Dynamo, Emergence, Sequoia, NFX, Compound, and others

Jul 26 • Ali Afridi

11

#293 | AI Inference Market, Return of Nuclear, Broker's Edge, & more

July 19th | The latest from Chapter One, Maveron, Altimeter, Homebrew, Insight, and others

Jul 19 • Ali Afridi

9