#290 | Hardware Is Eating Software, Consumer Rebellion, & more
June 28th | The latest from Emergence, Wing, USV, NFX, Insight, 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
Software Ate the World. Now Hardware Is Eating Software. (Chris Zeoli, Partner @ Wing)
Consumer Rebellion (Rebecca Kaden, GP @ USV)
The Thesis That Waited A Decade (Gordon Ritter, GP @ Emergence)
Longevity vs The National Debt (Omri Drory, GP @ NFX)
AI isn’t making software cheaper. It’s making outcomes ownable. (Simon Wu, Partner @ Cathay)
Industry Developments & Analyses
How AI is rebuilding America’s primary care system (Insight Team)
Inside the Walled Garden: What AI Unlocks in the EHR (Megan Maloney, MP @ Dria Ventures)
So You Want to Sell Inference (Tomasz Tunguz, MD @ Theory)
The Space Economy reaches escape velocity (Janelle Teng, VP @ Bessemer)
How to Win a Space War (Christian Keil & Alex Oliver, A16Z)
Time to Power (Jamin Ball, Partner @ Altimeter Capital)
Every Technology Wave Builds A Trust Layer. AI Is Building Its Now. (Alex Lazarow, MP @ Fluent)
Open Weight, Heavy Impact (Saanya Ojha, Partner @ BCV)
Workload Clouds and the Death of the Attach Rate (Dan Cahana, Principal @ Notable)
Insurance Wasn’t Built for Autonomous Systems (Amir Kabir, MP @ Overlook)
Guides, Case Studies, and Best Practices for Operating
Failure Modes for Your First Marketing Hire (Meghan Gill & Justin Dunham, Ansa)
Deployment Is All You Need (Pat McGovern, Principal @ Bowery)
the Series A squeeze (Nikunj Kothari, Partner @ FPV)
Make a bet (Yoni Rechtman, Partner @ Slow)
Facing Failure as a Founder (Ben Yoskovitz, Partner @ Highline Beta)
The Exception Queue (Euclid Ventures)
The Great Reset: Full Presentation (Breadcrumb VC)
Additional Reads
VC’s Capitalization Strategy Moment (Lee Hower, GP @ NextView)
Build the Agent or Power the Agent? (Tanay Jaipuria, Partner @ Wing VC)
The FICO Heresy (David Beisel, GP @ NextView)
SignalFire’s State of Talent Report - 2026 (Tawni Cranz & Asher Bantock, SignalFire)
Traditional vs. Thin Companies (Scott Hartley, GP @ Everywhere)
Wrapping the Unpredictable Genius (Melody Koh, Partner @ NextView)
Some of you may die (Vickram Pradhan, VC @ Sopris Capital)
The Binary Outcome Trap (Earnest Sweat, GP @ Stresswood)
The Agent Is Not the Product (Annelies Gamble, Partner @ Zetta)
Taking Stock of the Seed Stage (Nnamdi Iregbulem, Partner @ Lightspeed)
Notes:
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