Welcome to our new subscribers! 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
Opportunities in the unbundling of mid-market ERP (Dawn Capital Team)
Where We Are Investing in 2024 (Rob Go, GP @ NextView)
Healthcare at the Edge (Jared Hecht & Andy Weissman, USV)
Vertical Software 2.0 (Louis Coppey, Partner @ Point Nine)
New Year, New Fintech Trends (Marc Andrusko, Partner @ A16Z)
Investing at the Edge of Large Markets Under Transformative Pressure (Nick Grossman, GP @ USV)
The Multimodal AI Revolution (Sarah Du, VC @ Bessemer)
The Future of Prosumer: The Rise of “AI Native” Workflows (A16Z Team)
Healthtech 2024: Voices in My Head… (Michael Greeley, GP @ Flare Capital)
Industry Developments & Analyses
Deep Dive: Artificial Intelligence (Chamath Palihapitiya, GP @ Social Capital)
In Property Insurance, Climate Change is Everything (Rick Zullo & Adam Chadroff, Equal Ventures)
Collective Intelligence, Multi-Agent Debate, & AGI (Michael Dempsey, GP @ Compound)
Dark software (Matt Brown, Partner @ Matrix)
Fintech in Q4: The Return of BNPL and (Maybe) Crypto (Abdul Abdirahman & Zoey Tang, F Prime)
Mixed Reality in Healthcare (Vickram Pradhan, VC @ Sopris Capital)
The Convergence of DefenseTech and Climatetech: A Nexus of Innovation (Bilal Zuberi, Partner @ Lux Capital)
US vs Europe — Comparing Two Startup Ecosystems (Jasper Platz, VC @ G2VP)
Efficient, “Unhinged” and More Personalized Than Ever: The State of Marketplaces 2024 (Battery Ventures Team)
Guides, Case Studies, and Best Practices for Operating
M&A advice from investment bankers (Sammy Abdullah, GP @ Blossom Street VC)
When (and Why) to Build on the Salesforce Platform (Shiran Shalev, Dallin Bills, & Aaron Neil, Battery Ventures)
A Playbook for Building a B2B Network Business (Travis May, GP @ Shaper Capital)
Hiring B2B sales reps (Sammy Abdullah, GP @ Blossom Street VC)
Additional Reads
Welcome back to the Unicorn Club, 10 years later (Aileen Lee & Allegra Simon, Cowboy Ventures)
The Future of Venture Studios is Vertical (Ben Yoskovitz, Partner @ Highline Beta)
Does the product get better over time? (Nikhil Basu Trivedi, GP @ Footwork)
Death by M&A (Demren Sinik, VC @ Vine)
The Builder Mindset (Roger Ehrenberg, MP @ Eberg Capital)
Multi-Hit Wonders: Embracing Apps With Short Shelf Life (Li Jin, GP @ Variant)
A Crowdsourced List of Books and Resources for New Venture Capitalists (Charles Hudson, GP @ Precursor)
Venture debt — no longer a no-brainer (Tilman Langer, GC @ Point Nine)
Crazy Ideas (Rex Woodbury, MP @ Daybreak)
Is This The Year Apple Awakens in AI? (Vivek Ramaswami & Sabrina Wu, Madrona)
AI Drove the Largest New Bookings of Any New Product (Tomasz Tunguz, MD @ Theory)
The Techno-Industrial Revolution (Packy McCormick, GP @ Not Boring)
The Longest View (Dez Fleming, VC @ FirstMark)
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