Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 650+ VCs, analysts, and operators.

This newsletter curates a selection of posts featured on the website each week.

Investment Themes, Theses, & Outlooks

• Roadmap: The rise of synthetic media (Janelle Teng, VC @ Bessemer)

• Generative Tech Begins (James Currier, GP @ NFX)

• What I’m chasing down these days (Jordan Cooper, GP @ Pace Capital)

• Opportunities in Diversity, Equity, and Inclusion Measurement & Insights Tooling (Ripple Ventures)

• Brazil’s Surprising Fintech Tailwind (Flora Oliveira & Angela Strange, A16Z)

• 3 Things: Spirit Halloween for Other Holidays, Diapers.com for Seniors, Wheel for Home Health (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• Next Gen Real Estate: Unpacking PropCo Alpha Generation Sources (Alpaca VC Team)

• AI: Startup Vs Incumbent Value (Elad Gil, Angel Investor)

• Consumer Social Is Dead. Long Live Consumer Social. (Rex Woodbury, Partner @ Index)

• Digital health is just ecommerce all over again (Yoni Rechtman, Principal @ Slow Ventures)

• Climate's Corporate Conscience (Meera Clark, Principal @ Redpoint)

• The Creativity Supply Chain (Michael Mignano, Partner @ Lightspeed)

Guides, Case Studies, and Best Practices for Operating

• Performance Improvement Plans (PIPs) 101 (Morgan Cheatham, VP @ Bessemer)

• How To Run a Pricing Project (Kyle Poyar, Partner @ OpenView)

• Everything You Need to Know About Market Sizing (Alex Iskold, GP @ 2048)

• ⚠️ BeReal ⚠️ (Ali Abouelatta, First1000)

• How Similarweb Grew To $190M Revenue Run Rate And Beyond (Kyle Poyar, Partner @ OpenView)

Additional Reads

• Alien Truth (Paul Graham, Founder @ Y Combinator)

• Our Secret: Delivering the Same VC "Product" to the Next Generation of Founders (Rick Zullo, GP @ Equal Ventures)

• The Most Dangerous Thing About The Moment (Michael Dempsey, GP @ Compound)

• Learning To Dream (Kyle Harrison, GP @ Contrary)

• So, is it Venture scale? (Abhishek Maran, VC @ Folklore Ventures)

• Gassing the Miracle Machine (Packy McCormick, GP @ Not Boring)

Did we miss something?

We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.

Enjoying SandHill?

We’d really appreciate it if you shared it with a friend who would find it valuable.

Share

Did someone send you this email? Subscribe below.