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
Getting to General Robots That Don’t Suck (Annelies Gamble, Partner @ Zetta)
What it will take to win in robotics (Siddharth Ramakrishnan, Partner @ Scale)
Requests for Startups (Y Combinator)
Where we’re looking to invest: AI-powered anti-fraud solutions for consumers & SMBs (Aileen Lee & Rohan Puranik, Cowboy)
What Comes After Selling Work? (Rex Woodbury, MP @ Daybreak)
Inference Was Built for Requests. Agents Need Something Different. (Ola Jewusiak, VC @ Jump)
Industry Developments & Analyses
Security is the Gate on Enterprise AI (Chiraag Deora & Marcie Vu, Greycroft)
The New Security Agenda (Steph Zhang, Partner @ a16z)
CVEs by the numbers (Guru Chahal, Partner @ Lightspeed)
The Third Product-Market Fit in AI (Tomasz Tunguz, MD @ Theory)
What I look for in a vertical robotics business at pre-seed/seed (Sakib Jamal, GP @ Stealth)
Compute Is a Physical Risk Business (Amir Kabir, MP @ Overlook)
The AI Bubble Is Real, But Not Where You Are Looking (Rob May, GP @ Half Court)
Guppy-Level Death, Investment-Grade Debt (Saanya Ojha, Partner @ BCV)
Guides, Case Studies, and Best Practices for Operating
There Is No AI Pricing Playbook. Here Are the Patterns Winning Right Now. (Natalie Coletta & Diva Stevens, BCV)
What Is a Company Actually Worth? (Morgan Livermore, GP @ Supercruise)
Keith Rabois’ New Rules of Vertical AI (Euclid Ventures Team)
The Bridge (Nikunj Kothari, Partner @ FPV)
Got RoTo? (Phin Barnes, Partner @ The General Partnership)
Build Pipeline with SDRs (Sammy Abdullah, GP @ Blossom Street)
Where Should You Be Narrow? (Shravan Narayen, Partner @ IVP)
Dimensions of Excellence at SPC (South Park Commons)
Additional Reads
The Evolving Landscape of Venture Capital Mindsets (Martin Casado, GP @ a16z)
No Introduction Necessary (David Beisel, GP @ NextView)
File Systems For Agents (Nnamdi Iregbulem, Partner @ Lightspeed)
It Was Weird Until It Wasn’t (Parul Singh, Partner @ 645 Ventures)
New Founder Archetypes in the AI Age (Andrew Chen, GP @ a16z)
The End of the Internet (Ben Thompson, Founder @ Stratechery)
Anthropic: Benchmarking the S-1 Data (Jamin Ball, Partner @ Altimeter)
Anthropic S-1 Analysis: How 7 Key Metrics Stack Up (Tomasz Tunguz, MD @ Theory)
Notes
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