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 Next Insurance Giants (Chris Ahn, Partner @ Haun Ventures)
Enterprise AI is Finally Delivering on the Promise SaaS Made (Emily Man, Partner @ Primary)
Own the Harness, Rent the Model (Jax Vullinghs, Partner @ Airtree)
Industry Developments & Analyses
2026: The State of Consumer AI (Shawn Carolan & Amy Wu Martin, Menlo Ventures)
How the context layer creates enterprise ROI (Travis Kassay, Partner @ Insight)
The 10 Companies AI Can’t Scale Without (Chris Zeoli, Partner @ Wing VC)
When Physical Work Becomes Programmable (Bilal Zuberi, MP @ Red Glass)
When AI Measures What Instruments Miss (Annelies Gamble, Partner @ Zetta)
Agent Traffic: Infrastructure & Security Software Signals (Akash Bajwa, Principal @ Earlybird)
Magazine Depth Affordability Is a Choice (Alex Oliver, Partner @ A16Z)
The Interface to Everything (Saanya Ojha, Partner @ BCV)
Risk Budgets for Machines (Amir Kabir, MP @ Overlook)
Guides, Case Studies, and Best Practices for Operating
AI Built the Product. It Didn’t Launch It. (Ben Yoskovitz, Partner @ Highline Beta)
The GP’s Guide to Building an Early-Stage Compensation Philosophy (Josh Hernández, The GP)
Product Management is Still All About Telling Stories (Josh Elman, Partner @ A16Z)
Budding vs. splitting: A better model for growing an engineering org (Dan Pupius, CTO @ The GP)
Executive Presence, Reconsidered (Ted Wang, Partner @ Cowboy)
Additional Reads
Moats & the Barbell-ification of Software (Mike Vernal, GP @ Conviction)
Alpha Lives Upstream (David Beisel, GP @ NextView)
On how to invest in venture (Jared Heyman, GP @ Rebel Fund)
The Owning Phase of AI Part 2: When Do The Economics Make Sense (Rob May, GP @ Half Court)
Safetymogging and marginmaxxing the accelecels (Yoni Rechtman, Partner @ Slow)
I Wish I’d Thought of That (Brian Sugar, GP @ Sugar Capital)
What Does Pacing Mean? (Tomasz Tunguz, MD @ Theory)
Five Things Bill Draper Taught Me (Alex Lazarow, MP @ Fluent Ventures)
Notes
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