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
Compute Capital Markets (Shayon Sengupta, Partner at Multicoin)
Unburdened By What Has Been (Andrew Ziperski, VC at General Catalyst)
The Entire History of You (Jamie Tomalin, VC at Triple Point)
Industry Developments & Analyses
Top 100 Consumer AI Apps - Seventh Edition (Olivia Moore, Partner at a16z)
The State of AI Report 2026 (Nathan Benaich, GP at Air Street)
Why Texas Is Making Data Centers Wait (Ryan McEntush, Partner at a16z)
How Personal Agents Get Paid (Tanay Jaipuria, Partner at Wing)
Inference Is the Most Important Market in Software (Tomasz Tunguz, GP @ Theory)
Guides, Case Studies, and Best Practices for Operating
You Need a New CFO (Seema Amble, Partner at a16z)
False Profits (Omar Elayat, GP at Euclid)
References are the most underrated tool in hiring (First Round Team)
150 agents, 20B tokens a day. Here’s how modern CTOs actually run AI agents at scale (SignalFire)
Five Counterintuitive Strategies for Founders Outside Silicon Valley (Alex Lazarow, MP at Fluent)
Every Company Must Be in Build Mode. Always. (David Talpalar, GP at Shirlawn)
The Executive Search Operating System (Josh Hernandez, Partner at The GP)
Additional Reads
In AI, Fast Means Fragile: How Wall Street Short-Termism Impacts AI Deployments (Rob May, GP at Half Court)
AI Is Making Sales More Human (Euclid Team)
Asset Light Software (Will Manidis, Angel Investor)
The Three Paths for Seed Investors (Rob Go, Partner at NextView)
More warm bodies (Nikunj Kothari, Partner at FPV)
OpenAI’s B2B Marketplace: The Hyperscaler Of AI Apps (Akash Bajwa, Principal at Earlybird)
A Change in AI Strategy (Tomasz Tunguz, GP at Theory)
Notes
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