#175 | AI-Enabled Services, Aging-in-Place, Decentralizing the Grid, & more
April 8th–14th | Insights from Emergence, Sequoia, NFX, Redpoint, A16Z, 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.
Investment Themes, Theses, & Outlooks
The Death of Deloitte: AI-Enabled Services Are Opening a Whole New Market (Jake Saper & Jessica Cohen, Emergence)
AI is coming for your (services) job (Samit Kalra, Partner @ 1984 Ventures)
The AI Workforce is Here: The Rise of a New Labor Market (Pete Flint & Anna Piñol, NFX)
Where we’re looking to invest in vertical B2B software & AI (Marissa Moore & Taku Murahwi, OMERS)
Our Take: Aging-in-Place x Home Modifications (Mili Raina, VC @ Crossbeam)
Industry Developments & Analyses
The Golden Age of Deep Tech (Leo Polovets, GP @ Susa)
2024 Annual Cultural Vibrations – New Paradigms (Hannah Grey VC)
Decentralizing the Electric Grid (Ryan McEntush, Partner @ A16Z)
Is there ever going to be a replacement to employer-sponsored healthcare? (Christina Farr, ex-OMERS)
A data-driven look at fintech adoption in vertical software (Matt Brown, Partner @ Matrix)
Mapping Miami Startup Ecosystem (Yasmine Morrison, ex-Director @ Florida Funders)
What makes an industry well-suited for vertical AI? (Marissa Moore & Taku Murahwi, OMERS)
Guides, Case Studies, and Best Practices for Operating
The Arc Product-Market Fit Framework (Sequoia Team)
Cap Table Template (Jean de La Rochebrochard, MP @ Kima Ventures)
Relationship conduct: VCs, founders and beyond (Roger Ehrenberg, GP @ Eberg Capital)
Eight Key Lessons for Rocket-Shipping AI Products (Redpoint Team)
The missing link between PLG and SLG (Kyle Poyar, Partner @ OpenView)
PR fundamentals for early stage founders (Bessemer Team)
How to Raise Pre-Seed (and Seed) Financing for Your Startup (Ben Yoskovitz, Partner @ Highline Beta)
Lessons for Vertical SaaS Startups from the Public Market (Gabby Cazeau & Jon Diakanwa, Harlem Capital)
Fundraising advice from a newly minted VC (Nikunj Kothari, Venture Partner @ Khosla)
Additional Reads
What Makes for Successful Consumer Founders? (Meera Clark, Principal @ Redpoint)
How We Built This: Company Classifier (Marco DeMeireles & Ryan Sullivan, Ansa)
'Supercharge' your VC firm (David Beisel, GP @ NextView)
Hype Deflation & Inflation (Kyle Harrison, GP @ Contrary)
Minecraft, Physics, and ML (James Detweiler, Partner @ Felicis)
What Happens If I Don't Make This Investment? (Charles Hudson, GP @ Precursor)
VC Economics 101: A Guide for Founders (Annabel De Gheldere, VC @ Mountside Ventures)
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