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
Consumer discovery & recommendations are broken (Adrian Radu, Partner @ Khosla)
10 Emerging Robotics Infrastructure Themes (Kahini Shah, Partner @ Obvious)
AVs as a Bellwether for Autonomy (Jamie Tomalin, VC @ Triple Point)
Intelligence is the Primitive. Applications are the Diffusion Layer. (Anish Acharya, GP @ A16Z)
The Power of the AI Harness: Long Live the Application Layer (David Talpalar, GP @ Shirlawn)
Nobody Wants Your Software (Euclid Ventures)
The User Modeling Wars (Rohan Virani, VC @ Amplify)
Industry Developments & Analyses
Analysis of NeoLab Raises (Jamesin Seidel, GP @ Chapter One)
Is Healthcare a Safe Haven if the AI Trade Unwinds? (Vickram Pradhan, VC @ Sopris)
Everyone Is Playing a Different Robotaxi Game (Thomas Reiner, Partner @ Altimeter)
The AI Bullwhip (Tomasz Tunguz, GP @ Theory)
Not in My Backyard, Not on My Grid (Saanya Ojha, Partner @ BCV)
AI/Data infra + dev tools M&A is having a moment (Janelle Teng Wade, Partner @ Bessemer)
State of the Venture Market - 2026 (Peter G Schmidt, Principal @ Refinery)
Tech IPO Performance (Adrian Radu, Partner @ Khosla)
What I Learned Teaching the Economics of AI at Stanford (Apoorv Agrawal, Partner @ Altimeter)
Guides, Case Studies, and Best Practices for Operating
Natural Value (Phin Barnes, Partner @ The GP)
You are not a model. Don’t price per token. (Tugce Erten & Sarah Wang, A16Z)
Some Assembly Required (David Beisel, GP @ NextView)
The Corner Three (Earnest Sweat, GP @ Stresswood)
Being legible to capital (Nikunj Kothari, Partner @ FPV)
The SaaSpocalypse CEO Survival Guide: Six Months Later (Patrick Salyer, Partner @ Mayfield)
The 13 Commandments of Customer Success (Sammy Abdullah, GP @ Blossom Street VC)
How Much Should Founders Get Paid? (Omri Drory, GP @ NFX)
Additional Reads
They Built the Team. They Raised the Money. Now What? (David Cahn, GP @ Sequoia)
Beyond slop, taste, and AI moral panic: What social science tells us (Tim Sullivan, A16Z Crypto)
The Speed of Thought: What If Intelligence Has a Universal Limit? (Rob May, GP @ Half Court)
The New Unit of Risk Is an Action (Amir Kabir, Partner @ Overlook VC)
The Frictionless Bargain (Melody Koh, Partner @ NextView)
On why you should invest in the most expensive YC startups (Jared Heyman, Founder @ Rebel Fund)
How Universities Should Prepare Founders (Paul Graham, Co-Founder @ Y Combinator)
Faking a brand is easy. Making it stop is hard. (A16Z New Media)
Notes:
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