#242 | American Reindustrialization, The Invisible Back-Office, & more
July 27th | The latest from Cathay, Lightspeed, Equal, General Catalyst, Elad Gil, Madrona, 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
American Reindustrialization: Empty Promises vs Massive Opportunities (Jonathan Healy, VC @ Cathay)
The Invisible Back Office for Field-Service Contractors (Annelies Gamble, Partner @ Zetta)
The AI & Healthcare Opportunity (Eric Flaningam, VC @ Felicis)
I want to invest in AI companies leveraging off the shelf hardware (Tamar Vidra, VC @ Twelve Below)
A Blueprint for a Machine Learning Sports League (Clayton Petty, Partner @ Gradient)
Industry Developments & Analyses
Wealth & Asset Management: From Underdog to Market Driver? (F-Prime Team)
Software for Hardware: Digitizing the Physical World (Paul Kwan & Alexa Liautaud, General Catalyst)
New frontlines, New primes (Janelle Teng, VP @ Bessemer)
The Equal Ventures Insurance Index (Adam Chadroff, Principal @ Equal)
The Longevity Land Grab (Aaron Miller & Brian Reilly, Will Ventures)
Browser Agents And The Agentic Web (Akash Bajwa, Principal @ Earlybird)
Context Engineering and Agent Infra (Tobi Coker, Partner @ Felicis)
AI-enabled hacking is here: are we ready for it? (Nnamdi Iregbulem, Guru Chahal, & Tal Morgenstern, Lightspeed)
Let the commodities be commodities (Sabina Smith, VC @ Scale)
Guides, Case Studies, and Best Practices for Operating
Dude, Where's My Moat? (Euclid Ventures)
Why the Old GTM Playbook is Broken — and What’s Replacing It (Madrona)
How to Avoid the 5 Biggest MVP Mistakes (Ben Yoskovitz, Partner @ Highline Beta)
The Next Billion-Dollar Startups Will Be Invisible Until Series B (Parul Singh, Board Partner @ Initialized)
How to get recommended by ChatGPT (Kyle Poyar, Partner @ Tremont)
Cornered Resource: The Hidden Power of Vertical Technology (Ryan Russell, GP @ Avenue Growth)
Additional Reads
what does durability even mean? (Abhishek Maran, VC @ Rampersand)
AI Market Clarity (Elad Gil, GP @ Cosmic)
Fund Size is Strategy - Extreme Power Law Will Make Portfolio Company Conflicts a Relic of the Past (Charles Hudson, GP @ Precursor)
A Path Forward for Seed VCs (Rob Go, GP @ NextView VC)
How AI Is Exposing Executive Incompetence (Rob May, GP @ Half Court)
The Self-Driving Company (Nikunj Kothari, Partner @ FPV)
Out of Distribution (Dez Fleming, VC @ FirstMark)
Every Maverick Needs Their Goose (Brian Sugar, GP @ Sugar Capital)
The Reliability Premium (Sophia Dodd & Grace Penders, Equal Ventures)
Do Gross Margins Matter Anymore? (Peter Schmidt, Sr. Associate @ Refinery)
"Show Me the Money": Founders, Loyalty, and the New Rules of the AI Gold Rush (Jeff Morris Jr, GP @ Chapter One)
The AI Search Tipping Point (Tomasz Tunguz, MD @ Theory)
Notes:
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