#190 | Data Democratization, Services Revolution, Retail Problems, & more
July 28th | The latest from NextView, Daybreak, AlleyCorp, Madrona, Sequoia, and others
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, & Outlooks
Advancing Data Democratization in the Age of Generative AI – Opportunities and Challenges (Melody Koh, GP @ NextView VC)
AI Is a Services Revolution (Rex Woodbury, MP @ Daybreak)
Industry Developments & Analyses
The Biggest Retail Problems Remain The Biggest Retail Problems (Marshall Porter, GP @ AlleyCorp)
What Are We Seeing As VCs - Summer 2024 Edition (Vivek Ramaswami & Sabrina Wu, Madrona)
Generation Z: The Game Changers (Ollie Forsyth, Manager @ Antler)
Fears of an AI Bubble Seem Overhyped: A Rebuttal to the Goldman and Sequoia Reports (Travis May, GP @ Shaper Capital)
Is AI Too Expensive To Justify The ROI? (Rob May, GP @ Half Court Ventures)
Guides, Case Studies, and Best Practices for Operating
Why Momentum Matters (Pratyush Buddiga, Partner @ Susa)
Are You Best in Class? (Gabby Cazeau, Partner @ Harlem Capital)
The Playbook on Rapid International Expansion (Emily Man, Partner @ Primary)
Build, Measure, Learn: The Expanded Edition (Ben Yoskovitz, Partner @ Highline Beta)
An overnight success, after 8 years (Kyle Poyar, Partner @ OpenView)
Additional Reads
2Q24 VC: This Time is Different…Maybe Not (Michael Greeley, GP @ Flare)
Why the Democrats Lost Tech (Packy McCormick, GP @ Not Boring)
Speed Above All Else (Alfred Lin, GP @ Sequoia)
The Evolution of SaaS Pricing in the AI Era (Tanay Jaipuria, Partner @ Wing VC)
Better Agents Need Better Documentation (Sonya Huang & Pat Grady, Sequoia)
Latitude (Nikunj Kothari, VC @ Khosla)
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