#296 | The Pragmatic Robotics Boom, The Power Law Comes for VCs, & more
Aug 9th | The latest from Earlybird, Altimeter, Cathay, Wing, Slow, Contrary, 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
The Endgame Of Vertical Integration (Akash Bajwa, Principal @ Earlybird)
Custom Tokens (Jamin Ball, Partner @ Altimeter Capital)
Where is the White Space for Canadian Defence Founders? (Alex McIsaac, GP @ Northside)
Industry Developments & Analyses
The Pragmatic Robotics Boom (Jonathan Healy, VP @ Cathay Innovation)
The Simulation Stack in Robotics (Tanay Jaipuria, Partner @ Wing VC)
Spending Like a Hyperscaler (Tomasz Tunguz, MD @ Theory)
The Multi-Billion-Dollar Battle to Dominate Weight Loss (Chamath Palihapitiya, GP @ Social Capital)
A Strategic Analysis: Neoclouds vs Hyperscalers And The Future of Inference (Rob May, GP @ Half Court)
Guides, Case Studies, and Best Practices for Operating
How to Use Claude to Define Your Ideal Customer Profile (Mandy Cole, Partner @ Stage 2)
Don’t be First-to-Market (Sammy Abdullah, GP @ Blossom Street VC)
No revenue is enough revenue (Yoni Rechtman, Partner @ Slow)
Building a Cyber GTM Machine: A Guide for Founders Heading Into a Growth Round (Dan Moor, Principal @ Craft)
Stop Worrying About Competitors (Sammy Abdullah, GP @ Blossom Street)
Additional Reads
The Power Law Comes For Venture Capitalists Too (Alex Lazarow, MP @ Fluent Ventures)
We Made Bell Labs Illegal (Kyle Harrison, GP @ Contrary)
Some Assembly Required (David Beisel, GP @ NextView)
Knowing When to Stop: The Art of Making a Loop Converge (Yoko Li, Partner @ A16Z)
Why Trust Doesn’t Scale Automatically (Amir Kabir, MP @ Overlook Ventures)
The Room Reads First (Brian Sugar, GP @ Sugar Capital)
Airtable didn’t get acquired - it got divorced (Glenn Borok, Principal @ Alumni)
A Spoonful of Reality for ‘Bent’ Valuations (Janelle Teng, VP @ Bessemer)
Stanford, Storytelling, Billionaire Inflation, and Chinese VCs (Sajith Pai, VC @ Blume)
Notes:
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