#264 | AI's Trillion Dollar Opportunity, Agentic Commerce, Quantum Super Position, & more
Dec 28th | The latest from Foundation, General Catalyst, QED, DCVC, 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, & Predictions for 2026
AI’s trillion-dollar opportunity: Context graphs (Jaya Gupta, Partner @ Foundation)
The Agentic Commerce Opportunity (Nat Levy‑Westhead & Hiro Taylor, General Catalyst)
2026 fintech and venture capital predictions (Rachel Dix‑Kessler, QED Investors)
11 Predictions for 2026 (Tomasz Tunguz, MD @ Theory)
Our Predictions for Security in 2026 (BCV Team)
6 Predictions for 2026 (Sam Lessin, GP @ Slow)
Industry Developments & Analyses
Quantum’s super position (DCVC Team)
The 1517’s sci-fi canon (1517 Fund)
Guides, Case Studies, and Best Practices for Operating
Learnings from an SMB SaaS Exit (Sammy Abdullah, GP @ Blossom Street)
Org Charts Are Funhouse Mirrors Because Span of Influence is Not Limited to Span of Control (Hunter Walk, GP @ Homebrew)
Plain Vanilla with a Twist (Scott Hartley, GP @ Everywhere)
Additional Reads
Deflation & Defensibility (Pat McGovern, Principal @ Bowery)
From Models to Systems (Annelies Gamble, Partner @ Zetta)
OpenAI’s Problem: Focusing on AGI Over ROI (Rob May, GP @ Half Court)
The Year We Remembered What Matters (Brian Sugar, GP @ Sugar Capital)
The Infrastructure-Distribution-Data-Flywheel (David Talpalar, ex-VC @ Conversion)
Pre, Mid, Post-Training Way of Life (Tina He, VC @ Pace)
Notes:
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