#288 | Everything is Recorded Now, Beyond Agents, AI Clearinghouses & more
June 14th | The latest from A16Z, Altimeter, 8VC, Sequoia, Conviction, 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 & Industry Analyses
Everything is Recorded Now (David Haber, GP @ A16Z)
Beyond Agents: The New Systems That Will Govern Them (Jessica Peltz Zatulove, GP @ Hannah Grey)
Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era (Jamin Ball, Partner @ Altimeter Capital)
Surviving Softwaremageddon: How to Invest in SaaS When $1T Just Vanished (Martin Tobias, GP @ Incisive)
The Case for Private Permitting (Joe Lonsdale, GP @ 8VC)
Light, Radio and the Race to Replace Copper: Interconnects in the AI Era (Chris Zeoli, Partner @ Wing)
Above the Model (Gordon Ritter, GP @ Emergence)
Guides, Case Studies, and Best Practices for Operating
The Last 10% (Alfred Lin, GP @ Sequoia)
3 product-market fit patterns working right now (Jason Rosenthal, A16Z Crypto)
The Disruptors’ Blind Spot (David Beisel, GP @ NextView)
How to Qualify & Enrich Contacts with AI (Mandy Cole, Partner @ Stage 2)
The Memory Problem Isn’t Retrieval (Melody Koh, Partner @ NextView)
Inside AI‑pilled engineering teams: Five lessons for scaling without losing the plot (Bessemer Team)
Additional Reads
What is Software Worth when Everyone Writes Software? (Charles Hudson, GP @ Precursor)
Uncovering Secrets (Nkechi Iregbulem, Principal @ MVP Ventures)
The Three Mistakes (David Beisel, GP at NextView)
Should The Government Take Stakes In Frontier Labs? The Best and Worst Idea in AI (Rob May, GP @ Half Court)
SAFE Adjusted TVPI: How Early Stage VCs Should Communicate SAFE Note Markups to their LPs (Hunter Walk, GP @ Homebrew)
The Magic of World Building (Kyle Harrison, GP @ Contrary)
Expanding the Radius of Daily Life (Packy McCormick, GP @ Not Boring)
The Untrainable (Sarah Guo, GP @ Conviction)
Decisions and Dollars (Nikunj Kothari, Partner @ FPV)
Late Stage Venture Is About Late Stage Founders (David George, GP @ A16Z)
What Problem Are You Actually Solving? (Simon Wu, Partner @ Cathay)
Notes:
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