#273 | Infinite Healthcare, Agentic Commerce, & more
March 1st | The latest from A16Z, M13, BTV, Venrock, 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
Infinite Healthcare (Jay Rughani, Jane Rhee, and Julie Yoo, A16Z)
The new rails of Agentic Commerce (Brent Murri & Whitney Hazard, M13)
Services Won’t Become Software (JC Stefano, Principal @ BTV)
AI’s Next $Trillion Frontier: Memory (Ethan Batraski, GP @ Venrock)
Agents aren’t tourists (Sam Broner, Partner @ A16Z Crypto)
Industry Developments & Analyses
How AI Is Rewriting the Economics of Drug Discovery (David Talpalar, GP @ Shirlawn Capital)
10 Charts That Capture How the World Is Changing (Rex Woodbury, MP @ Daybreak)
Jevons’ Paradox Is Coming for Finance (Noah Levine, Partner @ A16Z Crypto)
From Adoption to Annexation (Meltem Demirors, GP @ Crucible Capital)
What 35 Earnings Calls Say About the Health of Software (Sammy Abdullah, GP @ Blossom Street)
The Skills Layer (Collin Wallace, GP @ Lobby Capital)
The SMR shake-up #284 (Climate Tech VC Team)
The quiet crypto integration (Steve Vassallo & Gracie Zaro, Foundation)
AI Charts of the Week (Kevin Stevens, Partner @ Energize)
DiSaaSter Strikes Cybersecurity (Clayton Petty, VC @ Gradient)
Guides, Case Studies, and Best Practices for Operating
The Poison of Inertia (Jamin Ball, Partner @ Altimeter Capital)
The Game on the Field Has Changed (Tomasz Tunguz, MD @ Theory)
Don’t bet against network effects (Yoni Rechtman, Partner @ Slow)
Capital as a Weapon (Andrew Ziperski, VC @ General Catalyst)
AI: the Ultimate Bootstrapping Multiplier (Morgan Livermore, GP @ Supercruise)
The Two Positions That Create a Durable Moat (Annelies Gamble, Partner @ Zetta)
Bring Joy = Ultimate Competitive Advantage (Alfred Lin, GP @ Sequoia)
Building Unbreakable Moats in the AI Agent Era (Matt Hartman, GP @ Factorial)
Additional Reads
What’s My Stage Again? (Euclid Ventures)
Power & Transcendence in the Intelligence Age (David Cahn, GP @ Sequoia)
Five Approaches to Vertical AI (Pat McGovern, Principal @ Bowery)
What The AI Bubble Talk Misses: The Declining Marginal Cost of Additional Use Cases (Rob May, GP @ Half Court Ventures)
Creative conviction in the AI era (Libbie Frost & Rayouf Alhumedhi, Bessemer)
Headline economics and its recursive logic (Tina He, VC @ Pace)
The Difference Between Slop and Soul (Earnest Sweat, GP @ Stresswood)
Betty Crocker, AI, and Doing The Work (Vivek Ramaswami & Sabrina Wu, Madrona)
Legible To Yourself (Kyle Harrison, GP @ Contrary)
Notes:
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