#254 | European Resilience, Algorithmic Don Draper, Circular Deals, & more
Oct 19th | The latest from Bessemer, Sequoia, Altimeter, Floodgate, First Round, 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
Roadmap: European resilience (Bessemer Team)
The Algorithm Ate Don Draper (Brian Sugar, GP @ Sugar Capital)
When Stocks Go On-Chain (Dan Rosen, GP @ Commerce Ventures)
Industry Developments & Analyses
Circular Deals & Supply Chain Dynamics (David Cahn, GP @ Sequoia)
The Freight Market Has Bottomed Out. Now What? (Annelies Gamble, Partner @ Zetta)
LLM hallucinations aren’t bugs: the real challenges are confidence and context (Zachary Hoffman, SignalFire)
From Data Quantity to Data Quality (Jamin Ball, Partner @ Altimeter Capital)
The Data Pendulum Swings to Consolidation (Tomasz Tunguz, MD @ Theory)
Supply Chain Resilience as a Service → Embedded Risk Infrastructure (Amir Kabir, MP @ Overlook)
Guides, Case Studies, and Best Practices for Operating
Languaging: The Software of Belief (Mike Maples Jr., GP @ Floodgate)
15 Tips for Scaling your Startup’s Hiring Process (Alex Iskold, GP @ 2048)
Founder-led sales and marketing never ends (Mark Gustaferro & Craig Rosenberg, Scale)
Renew Your Co-Founder Vows — and Other Tactics for Strengthening the Most Important Relationship in Your Startup (First Round Review)
Building Outbound from Scratch: A Founder’s Playbook (Liz Christo, Partner @ Stage 2)
A B2B founder’s guide to generating demand from scratch (Bessemer Team)
Additional Reads
Reserves Are A Scam (James Heath, Principal @ dara5)
“But AI companies grow so fast” (Yoni Rechtman, Principal @ Slow)
The Moat Problem (Parul Singh, Board Partner @ Initialized)
The Greenfield Strategy: AI-native startup Bingo (James da Costa & Alex Rampell, A16Z)
The OpenAI Economy (Tanay Jaipuria, Partner @ Wing VC)
The Compounding Stack (Vivek Ramaswami & Sabrina Wu, Madrona)
Data Network Effects vs. the Innovator’s Dilemma (Peter G Schmidt, Sr. Associate @ Refinery)
Anatomy of an Enterprise Platform Company(Sarah Wang & Justin Kahl, A16Z)
Notes:
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