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
Why Homebuilding Startups Might Finally Work (Michelle Volz, GP @ Pax)
Beyond The GPU: Second Order Thinking In AI Infrastructure (Rob May, GP @ Half Court)
Data-native capital is coming (Yoni Rechtman, Partner @ Slow)
Industry Developments & Analyses
Why Is Every AI Data Company On 🔥? (Vivek Ramaswami, Partner @ Madrona)
Every cycle is unprecedented, this one’s no different (Jackie DiMonte, Partner @ Grid)
Superhuman Hardware Design Is The Easy Part (Christian Keil, Partner @ a16z)
What has to go right to justify the trillions being spent on AI CapEx? (Eric Flaningam, Partner @ Timeless)
Continuous Integration — A Primer (Astasia Myers, GP @ Felicis)
The Internet Is Not Okay (Saanya Ojha, Partner @ BCV)
225k Robotaxis by 2030: Why Uber Still Wins the Trip Math (Thomas Reiner, Partner @ Altimeter)
How Large is the AI Circle? (Tomasz Tunguz, MD @ Theory)
The Next Bottleneck in AI for Science (Annelies Gamble, Partner @ Zetta)
AI Goes Vulnerability Hunting (Jamin Ball, Partner @ Altimeter)
Guides, Case Studies, and Best Practices for Operating
You Can’t Vibe-Code a Network (Euclid Ventures)
AI Was Supposed to Replace SDRs. The Top Companies Are Hiring More (Anna Baird, Venture Partner @ Madrona)
Data from the Most Robust SDR Survey We’ve Seen (Sammy Abdullah, GP @ Blossom Street)
Record Dollars, Rare Exits (Morgan Livermore, GP @ Supercruise)
The Founder Hiring Playbook (Akash Bajwa, Principal @ Earlybird)
Patch or Die (Joel de la Garza, Partner @ a16z)
Additional Reads
On Risk (Jake Gibson, GP @ Better Tomorrow)
Stop being so “mean” (Rick Zullo, GP @ Equal)
Portfolio Risk in Venture Capital (David Talpalar, GP @ Shirlawn)
The Market’s AI Faith Test (David Cahn, GP @ Sequoia)
A Week in China: Pragmatism, Scale and the Robotics Craze (Fabrice Grinda, Partner @ FJ Labs)
Notes
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