#168 | InsurTech Themes, Medical Debt, Open Finance, & more
Feb 19th–25th | The latest from Elad Gil, 8VC, Madrona, Matrix, Susa, Point Nine, and others
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
Here’s What’s Most Exciting About Insurtech in 2024 (Munich Re Ventures Team)
Industry Developments & Analyses
Highly Leveraged Demographics: Medical Debt… (Michael Greeley, GP @ Flare Capital)
AI and Knowledge Work (Tanay Jaipuria, Partner @ Wing)
The Augmented Web (Kojo Osei, VC @ Matrix)
Open Banking Walked so Open Finance Could Run (Sarah Lamont, Sr. Associate @ F Prime)
Time to Take Out the Regulatory Trash (Joe Lonsdale, GP @ 8VC)
Guides, Case Studies, and Best Practices for Operating
Stop with the Rule of 40 (Sammy Abdullah, GP @ Blossom Street VC)
Growth At All Costs vs. Bootstrapping vs. ?? (Ben Yoskovitz, Partner @ Highline Beta)
The state of SaaS pricing (Kyle Poyar, Partner @ OpenView)
My Pitch Framework (Jean de La Rochebrochard, MP @ Kima Ventures)
A 2024 Growth Dynamics Outlook (Annabel De Gheldere, VC @ Mountside)
The Best Way to Drive Demand in Marketplaces is Hiding in Plain Sight (Casey Winters, Partner @ Reforge)
Winning Strategies for Applied AI Companies (Louis Coppey, VC @ Point Nine)
Additional Reads
Things I Don't Know About AI (Elad Gil, GP @ Cosmic)
The Trough of Feedback (Kyle Harrison, GP @ Contrary)
The Most Important AI Model Is The Business Model (Matt McIlwain, MD @ Madrona)
How do we make AI work for us? (Wendy Xiao, Partner @ Northzone)
VC Funds Regulatory Playbook (Chris Harvey, Venture Lawyer)
Nobody Knows : Steel & Blockchains (Tomasz Tunguz, MD @ Theory)
Dynamic Networks and Machine Learning (Dev Dabke, Level Ventures)
A Hero with an Idea Whose Time Has Come (Pratyush Buddiga, VC @ Susa Ventures)
Venture Capital & Free Lunch (Packy McCormick, GP @ Not Boring)
Compressing Switching Costs In Software (Akash Bajwa, VC @ Earlybird)
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