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
What we are backing in health (Alex Lazarow, MP @ Fluent Ventures)
Local AI Models: The Catalyst for the Great Reset (Sameer Singh, Partner @ Speedinvest)
There’s a market for more markets (Robbie Petersen, Partner @ A16Z Crypto)
We’ve Seen This Movie Before. We Know How It Ends. (Morgan Livermore, GP @ Supercruise)
Industry Developments & Analyses
Who Gets Paid When AI Does the Shopping? (Alex Immerman & Santiago Rodriguez, A16Z)
Agentic Commerce and Incentives (Tanay Jaipuria, Partner @ Wing VC)
SaaSpocalypse Now What? (Euclid Ventures)
State of Markets II (David George, GP @ A16Z)
Decision Models: The Next Shoe to Drop (Jamin Ball, Partner @ Altimeter Capital)
Deployment Gap (Nikunj Kothari, Partner @ FPV)
When AI Gets a Body (Amir Kabir, MP @ Overlook Ventures)
Segmentation Drives Market Share Wins in AI (Tomasz Tunguz, GP @ Theory)
SaaS ‘Cash Efficiency’ Continued Improving in Q2 2026 (Sammy Abdullah, MP @ Blossom Street)
Guides, Case Studies, and Best Practices for Operating
How much capital should a startup raise? (Dhruv Sane, VC @ Malpani)
The First Version of Your AI Eval is You (Ben Yoskovitz, Founding Partner @ Highline Beta)
Additional Reads
What We’re Thinking About (Excerpt from BTV LP Update) (JC Bahr-de Stefano, Principal @ BTV)
VC Grip Strength (David Beisel, Co-Founder & Partner @ NextView)
21st Annual CXO Summit: How Enterprise Leaders Are Scaling AI From Pilots to Agents (Anne Gherini, CMO @ Sierra Ventures)
Apps, Agents, and Aggregation (Ben Thompson, Founder @ Stratechery)
Commit Early, Commit Often (Earnest Sweat, GP @ Stresswood)
OpenAI Understands Something Important and Rare (David George, GP @ A16Z)
How Did We Get Here? (Akshay Mehra, VC @ Hummingbird)
What Your Portfolio Thinks About Disruption (Ros Bazany, Partner @ Antler)
Notes
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