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, & Industry Analyses
The Future Is Now: Pioneering the Sustainable Materials Revolution (Ashika Kalra & Emily Stoler, Collaborative Fund)
The AI application age: Meet functional analysts, the new vertical SaaS (Molly Welch, VC @ Radical Ventures)
Future of Healthcare: Personalized, Human-Centered & AI-augmented (Matias Salonen, VC @ byFounders)
Why are tech companies more sensitive to interest rates? (Ryan Shannon, VC @ Radical Ventures)
Growing fast with atoms (Seth Bannon, Partner @ Fifty Years)
Surf's Up (Rex Woodbury, MP @ Daybreak)
Guides, Case Studies, and Best Practices for Operating
A Playbook for Value Creation: Wedge, Flywheel, Moat, Expand (Rick Zullo, GP @ Equal Ventures)
Designing for Industrial Scale (Brett Bivens, ex-Head of Research @ Prima Materia)
From 0 to 10 million users in four years (Kyle Poyar, Partner @ OpenView)
Stop hiring candidates in your sector (Sammy Abdullah, GP @ Blossom Street)
Building Something Boring? Generative AI Will Find You. (Brendan Baker, Partner @ Ridge Ventures)
Additional Reads
The Changing Nature of Pre-Seed Syndication (Charles Hudson, GP @ Precursor)
Intellectual Seat Belts (Kyle Harrison, GP @ Contrary)
In 2024, It's 1999 and 2001 at the Same Time (Lee Hower, Partner @ NextView)
16 Questions I Ask Founders When Investing at an Early Stage (Ben Yoskovitz, Partner @ Highline Beta)
The Nuance Of Platformisation (Akash Bajwa, VC @ Earlybird)
Where Have All the Green Dots Gone? (Battery Ventures Team)
Changes To Investing In AI: Why I'm Moving Away From Early Stage Investing and Analysis (Rob May, Partner @ AI Operators Fund)
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