#251 | The Great Bundling, Hardware like Software, & more
Sept 28th | The latest from Acrew, YC, Euclid, Wing, AlleyCorp, Sequoia, 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
Biomanufacturing In An AI-Native World (Kunaal Patel, VC @ Acrew)
YC x Coinbase RFS: Build Onchain (Harj Taggar & Jesse Pollak, YC)
Opportunities Live Between Fields of Expertise (David Haber, GP @ A16Z)
Industry Developments & Analyses
ChatGPT and the Great Bundling (Tanay Jaipuria, Partner @ Wing VC)
Software for Hardware → Hardware like Software (Abe Murray, Partner @ AlleyCorp)
Deus Ex CapEx (Euclid Ventures)
Persistent Presence (Hannah Grey)
Building a Datacenter (for Dummies) Part I (Kelly Greer, Partner @ Crucible)
From Chatbots to Operators: AI That Acts in Regulated Markets (Amir Kabir, MP @ Overlook Ventures)
The AI Healthcare Stack: Data Activation, Automation and the 10x Provider (Sapphire Ventures Team)
Developer laws in the AI era (Bessemer Team)
Guides, Case Studies, and Best Practices for Operating
The Hard Way Pays Off: Inside Sierra’s Design Partner Strategy (First Round)
The new rules for startup CEOs (Ashu Garg, GP @ Foundation)
Don’t Launch Before You Answer These 5 Questions (Liz Christo, Partner @ Stage 2)
The Founder Myth: There’s No Perfect Founder Type (Ben Yoskovitz, Partner @ Highline Beta)
The rising consumer to enterprise AI playbook (Kyle Poyar, Partner @ Tremont)
5 Emerging Trends in AI Pricing: What Sales Leaders Are Seeing on the Frontlines (Natalie Coletta, GTM @ BCV)
Additional Reads
AI Will Not Make Your Rich (Jerry Neumann, GP @ Neu VC)
“Forward Deployed” (Vickram Pradhan, VC @ Sopris Capital)
Where should you work? (David Cahn, GP @ Sequoia)
Is T3D2 Dead? Has AI Killed It? (Tomasz Tunguz, MD @ Theory)
How to Size the Market for Vertical AI (Sundeep Peechu & Eric Flaningam, Felicis)
America Cannot Lose the Robotics Race (Martin Casado & Anne Neuberger, A16Z)
The Future of AI is Human? (Dez Fleming, VC @ FirstMark)
Market First, Product Second: The Only Way Forward (Brian Sugar, GP @ Sugar Capital)
Narrative Cycle Entry (Michael Dempsey, GP @ Compound)
The Great Reordering: AI Forces Professional Services to Defend Their IP (Tarun Gupta & Will Walker, Jump Capital)
Notes:
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