#244 | Specialization of App Gen, American Manufacturing, & more
Aug 10th | The latest from A16Z, Contrary, Sequoia, Madrona, Foundation, Theory, 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
The Specialization of App Gen Platforms (Anish Acharya & Justine Moore, A16Z)
Building an American TSMC (Contrary Research)
Industry Developments & Analyses
What Would It Take to Bring Back U.S. Manufacturing? (Aidan Madigan-Curtis, Partner @ Eclipse)
AI Doctors Won’t Work For Free (Sebastian Caliri, VC @ 8VC)
Healthcare Technology: A Midsummer Night’s Dream… (Michael Greeley, GP @ Flare)
When LLMs feast on social (Susannah Shipton, Partner @ AlleyCorp)
The API Battleground: A New Era of Platform Wars (Marc Andrusko, Partner @ A16Z)
What Denmark’s Hippie Teachers Can Teach Us About Financing Climate Tech (Yair Reem & Tobias Lechtenfeld, Extantia Capital)
Weather Analytics Part 1: Why Now? (Agustina Sergi, VC @ Energize)
The data center report we promise you haven't read (Climate Tech VC)
Key Sectors on the Silk Road (Robin Butler, GP @ Sturgeon Capital)
Guides, Case Studies, and Best Practices for Operating
25 proven tactics to accelerate AI adoption at your company (Lenny Rachitsky)
Why modern TAM analysis is more than an investor slide (Sierra Ventures)
I Reviewed 50 Startup Pitch Decks. Here’s What They Keep Getting Wrong. (Ben Yoskovitz, Partner @ Highline Beta)
Generative search is changing go-to-market. Here’s what to know (Insight)
Should We Offer Pilots? (Liz Christo, Partner @ Stage 2)
Additional Reads
When model providers eat everything: A survival guide for Service-as-Software startups (Jaya Gupta & Ashu Garg, Foundation Capital)
Founders are Religious Leaders (Alfred Lin, GP @ Sequoia)
Why most VC firms hire associates wrong (and what we do instead) (Mike Dauber, GP @ Amplify)
Why winners win (A16Z Growth Team)
Getting to Yes When Others Say No (Rob Go, GP @ NextView VC)
The AI Revenue Rocket Ship (Tomasz Tunguz, MD @ Theory)
The AI Partition Function (James Detweiler, Partner @ Felicis)
Modelbusters (David George and Santiago Rodriguez, A16Z)
The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle (Tanay Jaipuria, Partner @ Wing VC)
New Value Models, New Playbooks: Tactics AI-first Companies Use to Scale (Medha Agarwal & Noah Lin, Defy)
Notes:
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