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

• Five Predictions for the Future of Learning in the Age of AI (Anne Skates, Partner @ A16Z)

• The future of Industrial Design: Anticipating the next round of disruptors (Daniela Raffel, VC @ Dawn Capital)

• 2023 Mobility Predictions (G2VP Team)

• Models-as-a-Service (Peter G Schmidt, Sr. Associate @ Refinery)

• Security’s Fifth Estate: Predictions for 2023 (Rak Garg & Enrique Salem, Bain Capital Ventures)

Industry Developments & Analyses

• Doing More with Moore: Biotech’s Tech Moment (Jorge Conde & Jay Rughani, A16Z)

• Interchange is a burning platform (Matt Brown, Partner @ Matrix)

• Vertical APIs (Ricardo Amram, VC @ Point Nine)

• Field Study: Rent Collections & Eviction Solutions (Daniel Fetner, GP @ Alpaca)

• Search Wars: 2023 (Vivek Ramaswami & Sabrina Wu, Madrona)

• The Alchemy of FinTech Valuations (Ansaf Kareem, Partner @ Lightspeed)

• Celebrity Packaged Goods: Is this the death of celebrity & traditional bra(Andrew Ross, Venture Partner @ XRC)

Guides, Case Studies, and Best Practices for Operating

• Negotiating Your First Warehouse Facility: Trade-offs Across Terms (David Haber, Melissa Wasser, and JJ Yu, A16Z)

• How to Size a Market in 30 minutes (Ben Ling, GP @ Bling Capital)

• The Dangers of a High Compensation Culture (Marcus Ryu, Partner @ Battery)

• Next-Gen CFOs Need Next-Gen Tools to Power Their Organizations (Tina Dimitrova, VC @ Bain Capital Ventures)

• Consumer GTM insights for B2B software (Akash Bajwa, VC @ Earlybird)

• Bootstrapping To 8.5+ Million End Users: Inside Uscreen’s Journey to $20 Million ARR and Beyond (Kyle Poyar, Partner @ OpenView)

Additional Reads

• Where Do Deals Come From — 2022 (David Goldberg, GP @ Alpaca)

• Vertical SaaS Decoded: Five Takeaways Investors and Entrepreneurs Often Overlook (Anna Khan, GP @ CRV)

• Trickle down valuations (Guy Turner, GP @ Hyde Park)

• How Impact Investing Applies to Venture Capital (Rex Woodbury, Partner @ Index)

• Dislocation (Kunal Tandon, GP @ El Cap)

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