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
$5T opportunity: AI Roll Ups (Greg Isenberg)
Collective Model Intelligence: The Next Scaling Axis? (Guru Chahal & Anushka De, Lightspeed)
Industry Developments & Analyses
Electrify Everything 2026 (Ana Hugener & Agustina Sergi, Energize)
The Case for Industrial Batteries (Selina Wang, Investor @ Altimeter)
AI Fueled Software’s Best Quarter in Years (Sammy Abdullah, GP @ Blossom Street)
Frontier Overhangs (Ben Thompson, Founder @ Stratechery)
AI Infrastructure for Manufacturing - Notes from IMTS (Annelies Gamble, Partner @ Zetta)
Open Season (Saanya Ojha, Partner @ BCV)
The Most Important Market in AI is the Middle (Tomasz Tunguz, GP @ Theory)
The rise of the $100-billion RWA perp market (A16Z Crypto)
How Long Does a GPU Last? (Chris Zeoli, Partner @ Wing)
Guides, Case Studies, and Best Practices for Operating
How Netflix’s Product Team Got Thousands of Creatives to Trust an AI Overhaul (First Round Review)
The Promotion You Never Asked For (Gigi Levy-Weiss, GP @ NFX)
Additional Reads
Anoint Me Please (Aidan Kane, Senior Associate @ Optimist)
The Durable Majority (Jess Schram, VC @ Swiftarc)
The Solo Signal (Ros Bazany, Partner @ Antler)
Agility Robotics: Inside the First US Humanoid Company to Go Public (Tanay Jaipuria, Partner @ Wing)
The Mega-Million Dollar Customer (Kyle Harrison, GP @ Contrary)
The Essay Test (Earnest Sweat, GP @ Stresswood)
The Automation Paradox (Guru Chahal, Partner @ Lightspeed)
The Amplification Gap (Nikunj Kothari, Partner @ FPV)
Tech Dilution is Creeping Up Again + The Per-Employee Lens (Thomas Reiner, Partner @ Altimeter)
Notes
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