#272 | Rewriting Corporate Law, Navigating Paradigm Shifts, & more
Feb 22nd | The latest from Redpoint, Maveron, QED, Sequoia, Mayfield, 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
From Billable Hours to Boundless Scale: Corporate Law’s Next Rewrite (Meera Clark, Partner @ Redpoint)
Your Org Structure Is My Opportunity (Nikunj Kothari, Partner @ FPV)
Industry Developments & Analyses
What consumers are doing now and what comes next (Simran Suri, Principal @ Maveron)
The Fintech Giants Have Arrived (Sarah Lamont, VC @ F Prime)
A biblical history of agentic payments (Amias Gerety, Partner @ QED)
Healthcare’s Labor Paradox… (Michael Greeley, GP @ Flare Capital)
Charts of the Week: Vertical SaaS, Rawr! (A16Z team)
The SSD / Memory Reckoning (Jamin Ball, Partner @ Altimeter Capital)
The mindset shift we need to rebuild American factories (Erin Price-Wright, GP @ A16Z)
Autonomous Investing Deep Dive: The New Arms Race in Asset Management (Chamath Palihapitiya, GP @ Social Capital)
Half the Tariffs, Twice the Questions (Santosh Sankar & Madelyn O’Farrell, Dynamo)
Guides, Case Studies, and Best Practices for Operating
Navigating a Paradigm Shift (Alfred Lin, GP @ Sequoia)
Thinking Big vs. Thinking Small (David Talpalar, GP @ Shirlawn Capital)
Unlearn Everything Now! (Nakul Mandan, GP @ Audacious)
A Founder’s Leadership Reading Guide (Patrick Salyer, Partner @ Mayfield)
Applying Cloud Lessons to AI (Kevin Stevens, Partner @ Energize)
Kill the press release (A16Z Crypto team)
Three Metrics Every New Founder Should Track (Liz Christo, Partner @ Stage 2)
Additional Reads
Software Is Dead — Long Live Software (Euclid Ventures team)
We’re About to Lose the Apprenticeship Layer (Ben Yoskovitz, Partner @ Highline Beta)
Size for Simplicity: The Income Statements After SaaS (Yoni Rechtman, Partner @ Slow)
A Third, A Third, A Surprising Third (Tomasz Tunguz, MD @ Theory)
Escaping the TAM Trap (Shazeem Kudchiwala for Lynx Collective)
Power in the Age of Intelligence (Packy McCormick, GP @ Not Boring)
Technical co-founders are more important than ever (Kenneth Auchenberg, Partner @ AlleyCorp)
Rockefeller Didn’t Drill for Oil (Collin Wallace, GP @ Lobby Capital)
Ports, Rails, Roads, and Orbits (Daniel Museles & Morgan Beller, NFX)
How bundling benefits sellers and buyers (Chris Dixon, MP @ A16Z)
Notes:
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