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
Defense in Depth, Rebuilt for Machine Speed (Asaf Ezra & Steph Zhang, a16z)
Data to deployment (Yoni Rechtman, Partner @ Slow)
Investing at the Intersections (Jeff Morris Jr., GP @ Chapter One)
Robots That Go Brrr (Rishub Nahar, VC @ Emergence)
When Intelligence Is Free, What Gets Expensive? (Matt Caspari, MP @ Alumni)
Industry Developments & Analyses
2026: The State of Enterprise AI (Menlo Ventures Team)
Is Private Equity Cooked? (Jen Kha, Partner @ a16z)
Does Not Compute (Jake Gibson, GP @ Better Tomorrow)
Robotics by the Numbers (Guru Chahal, Partner @ Lightspeed)
Silicon Valley Is Wrong About AI, And Wall Street Is Right (Rob May, GP @ Half Court)
The Four Questions of AI (Tomasz Tunguz, MD @ Theory)
The State of Longevity (Daisy Wolf & Eva Steinman, a16z Bio)
The Exploit Was the Bottleneck (Asaf Ezra & Steph Zhang, a16z)
The Agent Cloud (Jamin Ball, Partner @ Altimeter)
Guides, Case Studies, & Best Practices for Operating
How AI Applications Earn Their Premium (Tugce Erten, Partner @ a16z)
Accelerant, Not Requirement (Morgan Livermore, GP @ Supercruise)
Today, Everyone’s an Entrepreneur (Michael Collins, CEO @ Alumni)
SaaS S&M Does Not Get More Efficient With Scale (Sammy Abdullah, GP @ Blossom Street)
Additional Reads
Who Owns the Intelligence Economy? (Gordon Ritter, GP @ Emergence)
For Early Stage VCs, Non-consensus is Too Risky, Consensus is Too Boring, but Pre-consensus May Be Just Right (Hunter Walk, Partner @ Homebrew)
Life Is Power Law (Earnest Sweat, GP @ Stresswood)
The Website’s Second Act (Ashley Brasier, ex-Partner @ Lightspeed)
The Election’s Impact on Tech: What I’m Watching (David Talpalar, GP @ Shirlawn)
Something Feels Different About the Pace of AI Progress (Guru Chahal, Partner @ Lightspeed)
Sparks of Weight-Space Programming: Opening the Hood on AI (Saanya Ojha, Partner @ BCV)
Notes
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