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
Welcome to the B2A Economy (Olivia & Justine Moore, Partner @ a16z)
The Shift to Voice (Maurice Russo, VC @ Lerer Hippeau)
The Antifragile Internet (Jay Yu, VC @ USV)
Industry Developments & Analyses
Big Pharma Can Rival Big Software (a16z Team)
Anthropic’s Event Horizon (Saanya Ojha, Partner @ BCV)
Inference providers have their heads in the clouds (Siddharth Ramakrishnan & Jonas Ciplickas, Scale)
How the death of customer inertia will prompt upheaval (Matt Harris, Partner @ BCV)
The Tenant Is About to Be Worth More Than the Landlord (Simon Wu, Partner @ Cathay Innovation)
Who Captures the Most Margin in AI? (Tomasz Tunguz, MD @ Theory)
Gaming’s Next Origin Stories (Elena Burger, Partner @ a16z)
The Context Layer: Where AI Efficiency Meets Governance (Laura Katzman, Partner @ Buoyant)
Super Intelligence-Era Critical Infrastructure Cyber Defense Plan (Anne Neuberger, GP @ a16z)
Q3 Earnings Season is Off to a Strong Start for SaaS (Sammy Abdullah, GP @ Blossom Street)
Guides, Case Studies, & Best Practices for Operating
Inside the AI-Native Services Business Model (Ben Yoskovitz, Partner @ Highline Beta)
How to Get Real Value From a Platform’s Startup Program (Liz Christo, Partner @ Stage 2)
DeFi moats in an AI world and the implications for value capture (Spencer Applebaum, GP @ Multicoin)
The grader is the ceiling (Melody Koh, Partner @ NextView)
Additional Reads
America Can Build Again. Here’s How (Matt Cronin, Partner @ a16z)
Of Miracles and Moats (Packy McCormick, GP @ Not Boring)
The Second Station (Sarah Guo, GP @ Conviction)
Entering the next phase of the AI supercyle (Yoni Rechtman, Partner @ Slow)
Diligence Theater (David Beisel, GP @ NextView)
The Game Theory Of Data Centers. Why The MidTerm Election Results Won’t Impact It At All. (Rob May, GP @ Half Court)
When Does the US Become a Net Importer of Tokens? (Tomasz Tunguz, MD @ Theory)
The Apocalypse Is Ahead of Schedule (Saanya Ojha, Partner @ BCV)
Notes
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