#289 | The New Industrial Revolution, AI Rewiring Drug Development, & more
June 21st | The latest from NFX, Emergence, Madrona, Felicis, Lightspeed, 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
Unlocking The New Industrial Revolution (Anna Piñol & Valerie Osband Mahoney, NFX)
The Rise of the Vertically Integrated, AI-Native Company (David Talpalar, GP @ Shirlawn)
AI Is Not The Opportunity, The Economic Disruption AI Creates Is The Opportunity. (Will Quist, GP @ Slow)
Industry Developments & Analyses
How AI is Rewiring the Drug Development Stack (Cathy Gao, Aditya Reddy, Jasmine Yang, & Misty Liao, Sapphire)
AI Is Eating Software: Is B2B SaaS Dead? (Glenn Borok, Principal @ Alumni)
Everyone Has an AI Thesis. This Report Has the Data (Emergence Team)
Software Scaled. Risk Didn’t. (Amir Kabir, MP @ Overlook)
Frontier No More? (Vivek Ramaswami & Sabrina Wu, Madrona)
The IPO Window Is Open, But Not For Everyone (Simon Wu, Partner @ Cathay)
We’re living in a multi-model world (Dan Bartus, Tobi Coker, & Feyza Haskaraman, Felicis)
Taking Stock of the Seed Stage (Nnamdi Iregbulem, Partner @ Lightspeed)
Guides, Case Studies, and Best Practices for Operating
Does the Rule of 40 Work for Hardware? (Brad Feld, GP @ Foundry Group)
Every sales team is cold calling. Why are so few good at it? (Tim Babcock, Partner @ Amplify)
The Rise of the GTM Engineer: Building the Next Generation of Go-to-Market (Kyle Duffy, Partner @ Gradient)
5x for Free: The Local Coding Stack (Tomasz Tunguz, MD @ Theory)
Additional Reads
Investing is Hard (Alfred Lin, GP @ Sequoia)
The Golden Age of AI Applications (Tomasz Tunguz, MD @ Theory)
Eyes on the End Game (Yoni Rechtman, Partner @ Slow)
Dear New Philanthropists (Joe Lonsdale, GP @ 8VC)
The Rise of the Post-Pedigree Founder (Euclid Ventures)
A New Engine, Not a New Paint Job (David Beisel, GP @ NextView)
Notes:
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