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
From Software to Science: Venture Capital’s New Frontier is Atoms (James Joaquin, MP @ Obvious)
Winning the Relay Race: Long-Running Agents in High-Value Customer Journeys (David Haber, GP @ a16z)
AI Progress Is Stalling. Now Is The Best Time To Invest. (Rob May, GP @ Half Court)
Industry Developments & Analyses
The Rise of DeployCos (Tanay Jaipuria, Partner @ Wing)
The Theory 2026 AI Survey Results (Tomasz Tunguz, MD @ Theory)
Capital Stacks For Atoms (Akash Bajwa, Principal @ Earlybird)
The Diffusion Gap (Jamin Ball, Partner @ Altimeter)
Call Your Own Plays (Simran Suri, Principal @ Maveron)
How AI is Turning ERP Incumbency from an Asset to a Liability (Audrey Zhang, VC @ Battery)
Reflections from Shoptalk: the agents are coming? (Chelsea Zhang, Partner @ Equal)
Manufacturing Is a Jenga Problem (Annelies Gamble, Partner @ Zetta)
The Estate Sale Boom, and What It Means for Retail (Ashley Brasier, ex-Partner @ Lightspeed)
Guides, Case Studies, and Best Practices for Operating
The Coverage Math (David Beisel, GP @ NextView)
Systems Thinking Needs a Scorecard (Ben Yoskovitz, Partner @ Highline Beta)
Additional Reads
Seed Valuations Are Like Schrödinger’s Cat (Rob Go, GP @ NextView)
Valuations Need a Correction (Nnamdi Iregbulem, Partner @ Lightspeed)
AI, Owning the OpCo, Who will capture the value? (Erik de Stefanis, ex-Partner @ Interlace)
Selling the Work: What Mission Bay Keeps Missing About Main Street (Meera Clark, Partner @ Redpoint)
The 15 Themes on AI from SaaS Earnings Calls (Sammy Abdullah, GP @ Blossom Street)
Venture’s chivalric myths (Yoni Rechtman, Partner @ Slow)
What, Me Worry? (Michael Greeley, GP @ Flare)
Notes
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