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
Raise less and build software (Phin Barnes, Partner @ The GP)
The “Permission Gap” opportunity for startups (Adrian Radu, Partner @ Khosla)
The Supply Side (Kirsten Green, GP @ Forerunner)
Competition Is For Losers In The AI Era: A Geographic Perspective (Alex Lazarow, MP @ Fluent)
Industry Developments & Analyses
The Hunt for Human Exhaust (Saanya Ojha, Partner @ BCV)
America’s Role in the Next Golden Age of Chemical Synthesis (Annelies Gamble, Partner @ Zetta)
Who will be the bastion of American open-weight AI leadership? (Janelle Teng, VP @ Bessemer)
The Barrel Gets a Price (Earnest Sweat, GP @ Stresswood)
Your Favorite Creator Isn’t Real—Does it Matter? (Olivia Moore, Partner @ a16z)
Data Centers Are Losing a Fight They Should Be Winning (Glenn Borok, Principal @ Alumni Ventures)
AI Is Reshaping Cybersecurity. Capital Is Following. (Saaya Pal, Partner @ Jump)
The Machine Risk Economy: Part II (Amir Kabir, MP @ Overlook Ventures)
Is There An Inference Glut Coming? (Rob May, GP @ Half Court)
AI Inference: The Compute Layer Powering Everything (Meera Oak, Partner @ Alumni Ventures)
Guides, Case Studies, and Best Practices for Operating
Gross Margin Isn’t Telling You What You Think It Is (Simon Wu, Partner @ Cathay)
Own Your Intelligence: A How-To Guide (Sonya Huang, Partner @ Sequoia)
How I Use AI Without Outsourcing the Thinking (Ben Yoskovitz, Partner @ Highline Beta)
Remember Gilt Groupe?! Here’s what we learned from their story (Sammy Abdullah, GP @ Blossom Street)
What every CEO needs to know about AI governance (George DeCesare, Advisor @ Bessemer)
Additional Reads
The Risks We Choose (Daniel Kimerling, MP @ Deciens)
Dear VCs, Just Give Up (Michael Dempsey, MP @ Compound)
The Rebuild, Part I: A Museum of Itself (David Beisel, GP @ NextView)
Rise of the Borderless Founder (Gabriel Vasquez & Angela Strange, a16z)
The Forest is Always Dark (Michael Dempsey, MP @ Compound)
Our 2Q letter to LPs (Yoni Rechtman, Partner @ Slow)
Previously Unmanufacturable (Tomasz Tunguz, MD @ Theory)
The Rise and Fall of the Venture Syndicate (Halle Kaplan-Allen, Sydecar)
What Could Go Right? (Jamin Ball, Partner @ Altimeter)
Execution Is The Moat (Vivek Ramaswami & Sabrina Wu, Madrona)
Philosophy Mondays: Human Nature and Multiscale Analysis (Albert Wenger, GP @ USV)
Notes:
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