#250 | B2C in the age of AI, Lessons from Sci-Fi, & more
Sept 21st | The latest from Aileen Lee, Rex Woodbury, Lightspeed, Slow, FirstMark, 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
It’s Time For A B2C Comeback In the Age of AI. But it won’t be easy (Aileen Lee, GP @ Cowboy)
Cybersecurity’s Future Belongs to Startups (Gigi Levy-Weiss, GP @ NFX)
Lessons from Sci-Fi (Rex Woodbury, MP @ Daybreak)
Industry Developments & Analyses
New tools for a complex capital stack (Climate Tech VC)
Will AI Become A National Mental Health Crisis? (Rob May, GP @ Half Court)
AI Agents in Healthcare: Bridging Data and Human Care (David Roos, Edwin Loredo, and Jing Lin Lee, Core Innovation Capital)
The AI Shift: Static Software vs. Living AI Systems (Jamin Ball, Partner @ Altimeter)
The Southeast Asian Consumer Barbell (Lightspeed Team)
Designing the Right Synthetic Engines(Annelies Gamble, Partner @ Zetta)
Guides, Case Studies, and Best Practices for Operating
The Wedge Trap (Nikunj Kothari, Partner @ FPV)
Don't be a badge collector (Matt Clifford, Co-Founder @ Entrepreneur First)
The Self Is The Platform (Anu Atluru, Angel Investor)
Built for Distributions, Not Just Valuations (Brian Sugar, GP @ Sugar Capital)
How to nail your next big talk (Kyle Poyar, Partner @ Tremont)
The 5 Early Technical Decisions that Come Back to Haunt You (Emma Wirt, Fika Ventures)
From Code to Customers: The CTO's Role in Early GTM Success (Ellen LoBiondo, Director @ Bowery)
Additional Reads
AI Will Not Make You Rich (Jerry Neumann, Investor)
What is going on in venture 2025? (Peter G Schmidt, Sr. Associate @ Refinery)
The Gen AI PLG Renaissance (Selina Wang, VC @ Altimeter)
The only 5 stories that matter (Yoni Rechtman, Principal @ Slow)
Conviction Capitalists (Kyle Harrison, GP @ Contrary)
All Things Venture (Dez Fleming, VC @ FirstMark)
Why America Needs Dynamic Defense Reform (David Ulevitch, Katherine Boyle & Matt Cronin, A16Z)
The Post-AI Org Chart (Tomasz Tunguz, MD @ Theory)
India's Four Letter Word (Prateek Mehta, Partner @ South Park Commons)
Notes:
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