Welcome to our new subscribers! 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
YC's latest Request for Startups (yCombinator Team)
Why Creativity is AI's Number One Use Case (Ann Bordetsky & James Kaplan, NEA)
Industry Developments & Analyses
Small models, big impact: SLMs vs. LLMs (Janelle Teng, VP @ Bessemer)
The AI Simple Stack (Mike Marg & Justin Reidy, Craft Ventures)
Who Pays for Healthcare AI (Morgan Cheatham, VP @ Bessemer)
Deepwater Frontier Tech Survey 2024 (Deepwater Team)
Guides, Case Studies, and Best Practices for Operating
Advice from legendary tech founders (Sammy Abdullah, GP @ Blossom Street)
The ultimate guide to willingness-to-pay (Lenny Rachitsky)
Let’s Talk About Repricing Stock Options (Dharmesh Thakker & Jason Mendel, Battery)
Why an Early IPO is in the Best Interest of Each and Every Founder (Massimo Sgrelli, GP @ Lombardstreet)
Excitement and Hesitation (Brendan Baker, Partner @ Ridge Ventures)
Navigating the SaaS Pricing Odyssey (Andreas Panayiotou & Kyle Poyar for Earlybird)
Additional Reads
On Scope Creep & ZIRP Lessons (Michael Dempsey, GP @ Compound)
The Art of Keiretsu (Rick Zullo, GP @ Equal Ventures)
When Standalone AI Apps Meet Existing Systems of Record (Charles Hudson, GP @ Precursor)
Hackers or Heroes? (Rob Go, GP @ NextView VC)
The Longest View (Dez Fleming, VC @ FirstMark)
Software Production Functions and Recombining Ideas (Akash Bajwa, VC @ Earlybird)
Consumer Brands and Essential Inputs (Craig Shapiro, GP @ Collaborative)
The Huberman-ization of America (Rex Woodbury, MP @ Daybreak)
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