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

• The Retail Revolution (Rex Woodbury, Partner @ Index)

• Generative AI in the Enterprise: The Promise, Pitfalls and ROI Questions Ahead (Scott Goering & Evan Witte, Battery Ventures)

• 3 Things: NLP Slide Generator, AI Cheerleader, Visa/Credentialing for Foreign Health Workers (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• Investing in Modern Defense & Intelligence (Paul Kwan & Hemant Taneja, General Catalyst)

• Commerce Flows vs. Capital Flows (Chelsea Zhang & Rick Zullo, Equal Ventures)

• Charts to Chew On: A Faltering February (Meera Clark, Principal @ Redpoint)

• The Great Climate Tech Debate — Should VCs be investing in “Digital” or “Frontier” solutions? (Rick Zullo, GP @ Equal Ventures)

• The Defining Decade of Vertical SaaS (Medha Agarwal & Meera Clark, Redpoint)

Guides, Case Studies, and Best Practices for Operating

• Do You Have Lightning In a Bottle? How to Benchmark Your Social App (Bryan Kim, Partner @ A16Z)

• How to attract an audience for your product (Kyle Poyar, Partner @ OpenView)

• The First Step to Replanning in a Downturn (Mark Regan & Joe Morrissey, A16Z)

• Cash Management for Early Stage Startups (Leo Polovets, GP @ Susa)

• TAM Mirages (Akash Bajwa, VC @ Earlybird)

Additional Reads

• Using Large Language Models Effectively (Jacob Effron & Patrick Chase, Redpoint)

• Tools & Platforms in 2023 (Aashay Sanghvi, Principal @ Haystack)

• Why AI Won't Cause Unemployment (Marc Andreessen, GP @ A16Z)

• Attempting to untangle the messy math behind the "Power Law" (Ryan Shannon, VC @ Radical Ventures)

• Who Moved My Venture Cheese? (David Beisel, GP @ NextView)

• The Defining Decade of Vertical SaaS (Medha Agarwal & Meera Clark, Redpoint)

• The COGS in the Machine (Vivek Ramaswami & Sabrina Wu, Madrona)

• Patience, Patience, Patience (Abhishek Maran, VC @ Folklore Ventures)

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