#173 | B2B Marketplace thesis, Gen AI gold rush, AI SDRs, & more

March 25–31st | Insights from Roger Ehrenberg, FJ Labs, Chamath, A16Z, OMERS, 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.

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Investment Themes, Theses, & Outlooks

1. FJ Labs’ B2B Marketplace Thesis (Fabrice Grinda, FJ Labs)

2. Generative AI: A new gold rush for software engineering innovation (Ashish Kakran, Principal @ Thomvest)

3. Deep Dive: The Future of Space (Chamath Palihapitiya, GP @ Social Capital)

Industry Developments & Analyses

• The "Best-Priced Business" in Insurance Today (Adam Chadroff & Rick Zullo, Equal)

• Lessons learned the hard way: Robotics (Sam Smith-Eppsteiner, Partner @ Innovation Endeavours)

• Putting Data in a Corner: LLMs and Financial Services Data (Joe Schmidt, Partner @ A16Z)

• Hello, Legal World. It's Me, GenAI! (Lakshmi Prakash, Silicon Bench) 

• The Role of Digital Health in Neurodegenerative Diseases (7wire Ventures)

• 10 Charts That Capture How the World Is Changing (Rex Woodbury, MP @ Daybreak)

• The rise of alternative lending — diving into revenue-based-finance (RBF) (Jonathan Hollis, MP @ Mountside)

Guides, Case Studies, and Best Practices for Operating

• The AI SDR era? (Kyle Poyar, Partner @ OpenView)

• Outcome-based selling with David Wyatt, Aiven (Akash Bajwa, VC @ Earlybird)

• What happens to the tech startups that never go public? (Ryan Shannon, VC @ Radical Ventures)

• Digital health companies: It's time to be bold (Christina Farr, Principal @ OMERS)

• A story of a long hard success in SaaS (Sammy Abdullah, GP @ Blossom Street)

Additional Reads

1. Long time scales in venture investing: a feature, not a bug (Roger Ehrenberg, GP @ Eberg Capital)

2. Seven Miracles of Venture Research (Brett Bivens, ex-Prima Materia)

3. The Lindy Effect of Venture Capital (Zain Rizavi, Principal @ Ridge)

4. SaaS ACV’s are lower than you think (Sammy Abdullah, GP @ Blossom Street)

5. Software Can't Keep Eating the World 🌎 (Nkechi Iregbulem, Principal @ MVP)

6. 5 AI Predictions For The Year 2030 (Rob Toews, Partner @ Radical)

7. Who killed Canadian Venture? (Matt Roberts, Partner @ CMD Capital)

8. Smart Words From Smart People (Morgan Housel, Partner @ Collaborative)

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