#180 | Spatial Computing, Energy Dilemma, AI Spending Patterns, & more
May 13–20th | Insights from Equal, Madrona, Bessemer, Greylock, Chamath, 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 Future of Spatial Computing (Annabel Acton & Jessy Wu, AfterWork)
Industry Developments & Analyses
An Energy Dilemma (Grace Penders, VC @ Equal)
AI Spending Patterns : It's Not What You Think (Tomasz Tunguz, MD @ Theory)
Four Ways Startups Will Capitalize On The Silver Tsunami (Alex Lazarow, MP @ Fluent Ventures)
AI Agents & New Age of Software (Vivek Ramaswami & Sabrina Wu, Madrona)
Navigating Barriers to Generative AI Adoption in Enterprises (Anik Bose & Katya Evchenko, BGV)
The Invisible Epidemic: Autoimmune Disease (Jessie Harris, VP @ TXV Partners)
Guides, Case Studies, and Best Practices for Operating
Seven product strategies to prevent churn for B2B AI app leaders (Janelle Teng, VC @ Bessemer)
Inside folk’s journey to 5x year-on-year growth (Kyle Poyar, Partner @ OpenView)
Where SaaS CEOs should and shouldn’t spend time (Sammy Abdullah, GP @ Blossom Street VC)
Additional Reads
On Unique Insight (Abhishek Maran, VC @ Rampersand)
2023 Annual Letter (Chamath Palihapitiya, GP @ Social Capital)
Lessons from Jim Simons (Tanay Jaipuria, Partner @ Wing VC)
Always Leave them Wanting Your Money (David Beisel, GP @ NextView)
AI’s Second Order Effects (Alex Rampell, GP @ A16Z)
The Big 4 Era (Jerry Chen & Jason Risch, Greylock)
The Value Cycle (Kyle Harrison, GP @ Contrary)
AI's Communication Revolution: We're All Talking to Computers Now (Rex Woodbury, MP @ Daybreak)
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