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

• Fintech Trends for 2023 and Beyond (Mercedes Bent, Partner @ Lightspeed)

• Equal's 2023 Research POV (Equal Ventures Team)

• Internet marketplaces in India (Anant Puri & Mohammad Faruqi, Bessemer)

• big themes, big ideas, big journeys & paths (A16Z Crypto Team)

• 3 Things: Tock for Freelancers, AI Miro, ChatGPT for Teachers (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• Who Owns the Generative AI Platform? (A16Z Team)

• The State of Generative AI (Tanay Jaipuria, Partner @ Wing)

• How Startups Are Combatting America's Obesity Epidemic (Rex Woodbury, Partner @ Index)

• The Intricacies of Finding a Cure (Abhishek Maran, VC @ Folklore)

• From Snapshot to Movie: Biosensors and Longitudinal Health Data (Bilal Zuberi, Partner @ Lux)

• Generative AI: A Harbinger of Mass Personalization (Ayla Jeiroudi, VC @ XRC)

• ‘Phase 3 ML Infrastructure’ and the Expanding Machine Learning Market (Astasia Myers, Partner @ Quiet Capital)

Guides, Case Studies, and Best Practices for Operating

• Figma’s Early Days: Growth Marketing Lessons (Sean Whitney, Principal @ Craft)

• Temu: What It Is, and Why It Matters (Connie Chan, GP @ A16Z)

• The key to selling in a downturn—and showing customers why you’re valuable (Joe Morrissey, GP @ A16Z)

• Your guide to PLG for complex products (Kyle Poyar, Partner @ OpenView)

• Developing a Pricing Engine for SaaS Products (Akash Bajwa, VC @ Earlybird)

Additional Reads

• Has Every App Been Built? (Jeff Morris Jr., GP @ Chapter One)

• Death of The Generalist Seed VC (Hunter Walk, GP @ Homebrew)

• NOW is the time to get ready to go public ! (?) (Ted Wang, Partner @ Cowboy)

• Thinning The Herd (Kyle Harrison, GP @ Contrary)

• Distribution as Innovation (Kanyi Maqubela, MP @ Kindred)

• Is AI the new crypto? (John Luttig, Principal @ Founders Fund)

• Making Money from Open Source (Amanda Robson, Partner @ Cowboy)

• Differentiation (Packy McCormick, GP @ Not Boring)

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