#277 | Securing AI Agents, AI-Native Services, Contrarian Theses, & more
March 29th | The latest from Sequoia, Emergence, QED, South Park Commons, 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
Securing AI agents: the defining cybersecurity challenge of 2026 (Bessemer Team)
Why AI‑Native Services, and Why Now (Emergence team)
The Great AI Contraction: 5 Contrarian AI Investment Theses (Rob May, GP @ Half Court)
How India is evolving and where we see opportunity (Sandeep Patil & Kshitij Jayakrishnan, QED)
Industry Developments & Analyses
The Rise of Business-in-a-Box (David Talpalar, GP @ Shirlawn Capital)
The Industrialization of Embodied Robotic Intelligence (Jonathan Healy, VC @ Cathay)
The Heart of the Matter: Why Cardiovascular Disease Is Digital Health’s Next Frontier (7wire Team)
Software Is the New SMB — And That Changes Everything (Collin Wallace, GP @ Lobby Capital)
Physical AI: Why now and what’s different? (Janelle Teng, VP @ Bessemer)
The VC-Backed Casino (Aaron Miller and Brian Reilly, Will Ventures)
When AI Goes On The Offense (Vivek Ramaswami & Sabrina Wu, Madrona)
Guides, Case Studies, and Best Practices for Operating
Avoiding The Eye of Sauron (Evan Tana, GP @ SPC)
Outbound Isn’t Dead—It’s Just Different (Liz Christo, Partner @ Stage 2)
Why Products, Not Models, Will Win Enterprise AI (G2VP Team)
The only moat is trust (Victoria Zuo, Partner @ QED)
Creating M&A Optionality (Geoff Donaker, GP @ Burst)
Additional Reads
AI Adoption vs. AI Advantage (Alfred Lin, GP @ Sequoia)
There are only two paths left for software (David George, GP @ A16Z)
Who Captures the Value? (Melody Koh, Partner @ NextView)
The Four Ps of AI Services (Euclid Ventures)
Psychedelics, Religion, and Bryan Johnson (Michael Dempsey, GP @ Compound)
Meet the Agents at USV: Arthur, Ellie, Sally, and Friends (Spencer Yen, AI Lead @ USV)
Bicycles for the Mind (Rex Woodbury, MP @ Daybreak)
Signals From 100+ First-Check GPs and LPs on What Gets Funded Today (Anne Gherini, Sierra Ventures)
The great reorg: A human’s guide (Joanne Chen & Leo Lu, Foundation Capital)
AI’s Bundling Moment (Tomasz Tunguz, MD @ Theory)
Notes:
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