#199 | Theses for Q4 2024, Business of Women's Sports, & more
Sept 29th | The latest from Cowboy, Bessemer, Benchmark, Wing, 7wire, 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
Where We are Excited Heading into Q4 2024 (Jillian Williams, Partner @ Cowboy)
Healthcare AI Thesis Update (Morgan Cheatham, VP @ Bessemer)
Thinking through the future for LLM companies... and what this means for B2B AI startups (Sarah Tavel, GP @ Benchmark)
The SaaS Era is Over; Software is a Business Tool not a Business Model (Sam Lessin, GP @ Slow)
Industry Developments & Analyses
Here Come the Girls: The Business of Women’s Sports (Jessie Harris, VP @ TXV Partners)
State of Enterprise Tech Spending (Battery Ventures team)
The AI Advantage: 8 conditions for AI-powered service business to shine (AfterWork Ventures team)
AI's Impact on Software: Disruption or Expansion? (Tanay Jaipuria, Partner @ Wing VC)
The agent economy (Dan Bartus & Mischa Vaughn, Felicis)
Security in the World of AI (Ayla Jeiroudi, VC @ Lotus Capital)
Bridging the Rural-Urban Divide (7wire Ventures Team)
How AI Agents Are Driving the Next Wave of Enterprise Automation (Menlo Ventures team)
Guides, Case Studies, and Best Practices for Operating
What to Expect After a Successful First Pitch (David Beisel, GP @ NextView)
Here’s How to Win Business in the Gen AI Era (A16Z Team)
ICP marketing done right (Kyle Poyar, Partner @ OpenView)
Enterprise Vertical SaaS: Lessons from the Titans (Gabby Cazeau & Alivia Jiang, Harlem Capital)
Measuring and growing SaaS cohorts (Sammy Abdullah, GP @ Blossom Street)
Additional Reads
Building a Body of Work: Beyond the Track Record (David Beisel, GP @ NextView)
You're Not the Same Fund Manager You Were When You Started (Charles Hudson, GP @ Precursor)
AI's Privilege Expansion (Rex Woodbury, MP @ Daybreak)
The AI-First Roll-Up (Euclid Ventures team)
The unlimited budget of AI: major spend shaping productivity and our economy (Gaby Lorenzi, VC @ Primary)
The Apprenticeship Litmus Test (Kyle Harrison, GP @ Contrary)
Signal vs. Noise, Market Efficiency, & Evolving Alpha (Michael Dempsey, GP @ Compound)
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