#241 | AI for Manufacturing, Healthcare's $1 Trillion Problem, & more
July 20th | The latest from USV, Founders Fund, General Catalyst, Altimeter, Redpoint, 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
Why I’m (Mostly) Bearish on AI for Manufacturing – And Where I See Real Opportunities Hiding (Annelies Gamble, Partner @ Zetta)
The rebel alliance (Grace Carney, VC @ USV)
The Future of Human-Machine Interaction (Vivek Ramaswami & Sabrina Wu, Madrona)
Industry Developments & Analyses
Healthcare's Trillion-Dollar Admin Problem (Sundeep Peechu, Tobi Coker, & Eric Flaningam, Felicis)
The Wonderful World of Wholesale (Chelsea Zhang, Principal @ Equal)
The race to secure enterprise AI (Insight Partners Team)
Insurance x AI | The First Wave of Gen AI in P&C (Equal Ventures Team)
Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions (Thomas Reiner, Partner @ Altimeter)
Clear rules for stablecoins and the road ahead (Chris Dixon, GP @ A16Z Crypto)
Your guide to AI: July 2025 (Nathan Benaich, GP @ Air Street Capital)
Scaling America's Next Generation of Defense and Industrial Capabilities (Maryam Mujica & Jonathan Clifford, General Catalyst)
Guides, Case Studies, and Best Practices for Operating
Why Delivery Is the New Frontier of Differentiation (Meera Clark, Partner @ Redpoint)
The Modern Outbound Workflow: How to Deliver Pipeline Without an SDR Team (With a Little Help From AI) (Mandy Cole, Partner @ Stage 2)
Design Partnerships in Vertical AI (Euclid Ventures)
Inside the SaaS efficiency gap (Kyle Poyar, Partner @ Tremont)
Why Power Still Matters — A Strategic Framework for the AI Era (Ryan Russell, GP @ Avenue Growth)
The Sales Funnel Is Breaking - Free Trials and POCs Are Your New Closing Strategy (Ellen LoBiondo, Director @ Bowery)
The Sales Strategy Conquering the AI Market (Tomasz Tunguz, MD @ Theory)
Additional Reads
The False-Positive Incumbent (Morgan Beller & Daniel Museles, NFX)
Is Competition Still for Losers? (Abhishek Maran, VC @ Rampersand)
The Return of the Point Solution (Jamin Ball, Partner @ Altimeter Capital)
A Crisis Moment for Seed VC (Rob Go, GP @ NextView VC)
The HALO Effect (Kevin Kwok, ex-VC @ Greylock)
Your AI Cofounder is Waiting (Parul Singh, Board Partner @ Initialized)
The Holding Companies of Our Hearts (Kyle Harrison, GP @ Contrary)
hypercapitalism and the AI talent wars (John Luttig, Partner @ Founders Fund)
The honest confessions of a junior VC (Diego Scanlon, VC @ Bessemer)
Optionality is a mind virus (Yoni Rechtman, Principal @ Slow)
The Taxi Cab Theory of Venture Capital (Rex Woodbury, MP @ Daybreak)
Notes:
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