#187 | New Ideas for AGI, Defense 2.0, Little Tech Agenda & more
July 7th | The latest from Sequoia, Chamath, Marc Andreessen, Energize, 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 & Industry Analyses
New Ideas for AGI (Sonya Huang & Pat Grady, Sequoia)
Rumors of the death of software are greatly exaggerated (Christoph Janz, MP @ Point Nine)
Q2 SaaS Multiples Down Materially (Sammy Abdullah, GP @ Blossom Street)
Deep Dive: Defense 2.0 (Chamath Palihapitiya, GP @ Social Capital)
Addictive or Additive: The Nicotine Debate (Jessie Harris, VP @ TXV Partners)
Climate Solutions: The Meteoric Rise of Solar Power (John Tough, GP @ Energize)
The State of Vertical SaaS in Europe (Alexandre Dewez, VP @ Eurazeo)
Guides, Case Studies, and Best Practices for Operating
Counterintuitive advice for building AI products (Lenny Rachitsky & Kyle Poyar)
Additional Reads
The Little Tech Agenda (Marc Andreessen & Ben Horowitz, A16Z)
The Money Behind The Money: LP Trends In Global VC (Alex Lazarow, MP @ Fluent Ventures)
The Groucho Marx Mandate (Kyle Harrison, GP @ Contrary)
Constant Application of Force (Alfred Lin, GP @ Sequoia)
Don’t Get Too Cute (Kevin Stevens, Partner @ Energize)
How to Design a Corporate Venture Studio (Ben Yoskovitz, Partner @ Highline Beta)
Navigating Corporate Venture Capital in 2024 (Jonathan Hollis, MP @ Mountside Ventures)
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