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

• Looking Ahead 2023 (Greylock Team)

• 2023 Investment Themes (Phil Boyer, Partner @ Crosslink Capital)

• 6 Themes I’m Excited About in 2023 (Medha Agarwal, Partner @ Redpoint)

• 3 Things: Bundled Residential Vendors, AI Fanfiction, Fringe Benefits Rollup (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• Enterprise Software Is Dead. Long Live Enterprise Software. (Rex Woodbury, Partner @ Index)

• The Digitization and Enablement of Insurance Agents (Adam Chadroff, VC @ Equal)

• I Don’t Get It: Climate Investing (Yoni Rechtman, Principal @ Slow)

• What needs to happen for insurance to take off in emerging markets? (Mouro Capital Team)

• Field Study: Global Supply Chains — Returns (Part 4) (Aubrie Pagano, GP @ Alpaca VC)

• Stablecoin Volumes - Now Exceed Mastercard, American Express and Discovery (Jeff Morris Jr., GP @ Chapter One)

Guides, Case Studies, and Best Practices for Operating

• Market Annealing: Getting to $10M ARR in Very Early Markets (Martin Casado & Peter Levine, A16Z)

• For Startup Growth, TikTok is the GOAT (Michael Mignano, Partner @ Lightspeed)

• Find a fast current, not a large body of water (Sarah Tavel, GP @ Benchmark)

• Four PLG Tactics to Grow Faster (Kyle Poyar, Partner @ OpenView)

• Designing Your First President’s Club (Travis Kassay, EVP @ Insight)

Additional Reads

• AI and the Big Five (Ben Thompson, Stratechery)

• The Role of Diligence (David Beisel, GP @ NextView)

• Rise of the Silicon Valley Small Business (Anu Atluru, Angel Investor)

• Complete Guide to Angel Investing (Alex Iskold, GP @ 2048)

• Risk Management In The Age Of YOLO (Kyle Harrison, GP @ Contrary)

• The Art and Science of Spending Money (Morgan Housel, Partner @ Collaborative)

• Talking AI with AI (Reid Hoffman, GP @ Greylock)

• Reasoning apps: the next frontier for LLMs (Kojo Osei, VC @ Matrix)

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