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 Great Health Plan Replacement (Julie Yoo, GP @ A16Z)
What Investors Should Look For In Companies Making Their Own Models (Rob May, GP @ Half Court)
Industry Developments & Analyses
Welcome to the AI Personal Assistant Era (David Talpalar, GP @ Shirlawn)
Is the promise of “Siri” finally here? (Vivek Ramaswami & Sabrina Wu, Madrona)
From Models to Machines: The Physical AI Market Map (Medha Agarwal & Noah Lin, Defy)
12 Themes Showing Up in SaaS Company Earnings Calls on AI (Sammy Abdullah, GP @ Blossom Street VC)
Does Concentration Risk Matter In AI? (Akash Bajwa, Principal @ Earlybird)
The So-Called M&A Recovery Is a Handful of Companies (Simon Wu, Partner @ Cathay)
Paying for the Curve (Jamin Ball, Partner @ Altimeter Capital)
AI (In)Security (Sapphire Ventures Team)
Guides, Case Studies, and Best Practices for Operating
The Third Layer (Melody Koh, Partner @ NextView)
The Era of Compounding Capital (Meltem Demirors, GP @ Crucible Capital)
On moats and barriers to entry (Alex Iskold, MP @ 2048)
Your Harness Is the Product (Parul Singh, Partner @ 645 Ventures)
An Ode to Counter-Positioning (Packy McCormick, GP @ Not Boring)
Two pilots in a plane (Jean de La Rochebrochard, MP @ Kima Ventures)
Be dumb. Waste Money. Win. (Yoni Rechtman, Partner @ Slow)
Additional Reads
The AINS Calculator (AI-Native Services) (Arteen Arabshahi, GP @ Fika)
Weapons of Mass (Capital) Deployment (Rick Zullo, MP @ Equal)
LLM incentives and the application layer (Amias Gerety, Partner @ QED)
The Last Labor Day (Albert Wenger, GP @ USV)
Population Decline Is Real. So Is the Reversal. (Fabrice Grinda, Partner @ FJ Labs)
On why to ignore TechCrunch at YC Demo Day (Jared Heyman, Founder @ Rebel Fund)
The Legibility Tax (Ryan Shannon, VC @ Radical Ventures)
Who Should You Pay Attention To? (Peter G Schmidt, Principal @ Refinery)
Divorced from reality (Nikunj Kothari, Partner @ FPV)
The Center Cannot Hold (Yelena Shkolnik, Partner @ Jump Capital)
How the GPU Became Collateral (Chris Zeoli, Partner @ Wing VC)
Catching the (Venture) Bus (Jen Kha, MP @ A16Z)
Notes
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