#233 | Biotech Opportunities, AI Gatekeepers, & more
May 25th | The latest from Elad Gil, NFX, FJ Labs, Kirsten Green, Compound, Wing, 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
Biotech companies I wish existed (Elad Gil, GP @ Cosmic)
Our Source of Truth on B2B Secondhand Industrials Marketplaces (Lauren Lee, VC @ FJ Labs)
Voice AI is Working. Here’s Where It Wins First (Anna Piñol & Valerie Mahoney, NFX)
Industry Developments & Analyses
Infrastructure in the Age of AI Gatekeepers (Tanay Jaipuria, Partner @ Wing)
AI's Labor Problem (Youssef Kalad, VC @ AlleyCorp)
How AI Is Reinventing Wealth Advisory (Rex Woodbury, MP @ Daybreak)
Why Cars Drive Themselves Before Computers Do (Apoorv Agrawal, Partner @ Altimeter)
Understanding the Nuclear Fuel Value Chain (Kelly Greer and Meltem Demirors, Crucible)
The hope and hype of fusion (Climate Tech VC Team)
How a new generation of geospatial analytics tools is transforming global infrastructure (Anson MacKinney & Ana Hugener, Energize)
Exploring a New Frontier for LLMs (Rudina Seseri, MP @ Glasswing VC)
The Parallel Scaling Law for Language Models (Akash Bajwa, Principal @ Earlybird)
Guides, Case Studies, and Best Practices for Operating
Pitch Like a Winner: Building a Deck That Stands Out (Harlem Capital Team)
The Cardinal Sin: Hiding Bad News (Brian Sugar, GP @ Sugar Capital)
Should You Create a New Category? (Liz Christo, Partner @ Stage 2)
The Unsung Ingredient in Stripe, Square and Linear’s Success: Taste (First Round Review)
There should be no AI button (Kojo Osei, VC @ Matrix)
Additional Reads
The First 40 Months (Michael Dempsey, GP @ Compound)
The Architects of Experience (Kirsten Green, GP @ Forerunner)
Vertical AI's Integration Problem (Euclid Ventures)
The Production Capital Mosaic (Brett Bivens, VC @ July Fund)
5 Non-Negotiables for AI Startups in 2025 (Anna Baird & Karan Mehandru, Madrona)
The Scoreboard Just Reset (Jeff Morris Jr, GP @ Chapter One)
Why Is There So Much Turnover In Venture Capital? (David Beisel, GP @ NextView)
Conviction-Led Contrarianism (Kyle Harrison, GP @ Contrary)
VC and software have PE envy, but they’re doing it wrong (Alex Barrett for Slow)
Q1 Flash report: Startups are back on offense (Dale Chang & Chris Young, Scale)
Notes:
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