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

• Developer Tools 2.0 (Sequoia Capital Team)

• Tomorrow’s machine learning startup opportunities (Oana Olteanu & Adam Vogel, SignalFire)

• The Future of Ecommerce: How a Product Becomes a Purchase (Connie Chan, GP @ A16Z)

• Game On in the Generative AI Stack (Matt McIlwain, MD @ Madrona)

• Barbarians At, Within, and Beyond the Gates: Open Banking & Fintech’s Great Security Opportunity (David Mullen, VC @ SVB Capital)

• “Adventure is out there!”: Opportunities in AI x Travel (Bryan Kim & Justine Moore, A16Z)

Industry Developments & Analyses

• Unbundling Change Healthcare (Greycroft Team)

• Why aren’t there more winner-take-all dynamics in fintech? (Matt Brown, Partner @ Matrix)

• A new tech stack for physical industries (Sam Cash, VC @ Project A)

• MAD 2023: Top 10 Trends (Matt Turck, MD @ FirstMark)

Guides, Case Studies, and Best Practices for Operating

• Advice to Startup Founders and Employees: Strength Doesn’t Always Come in Numbers (Chamath Palihapitiya, GP @ Social Capital)

• How to Build Your Startup like Google & Stripe (Tomasz Tunguz, ex-MD @ Redpoint)

• How to Make Your Startup Antifragile (Chris Neumann, GP @ Panache Ventures)

• Dancing with Elephants: How to Master Enterprise Sales (Philipp Handel, VC @ La Famiglia VC)

• How PLG Beats Microsoft: JumpCloud’s Growth Story From 0 To $2.6B (Kyle Poyar, Partner @ OpenView)

• What even is a "Moat", anyway? (Ryan Shannon, VC @ Radical Ventures)

Additional Reads

• The Hardest Round to Raise in 2023 (Tomasz Tunguz, ex-MD @ Redpoint)

• Thinking About AI (Albert Wenger, GP @ USV)

• Understanding Stripe's Latest $6.5B Fundraise (Tanay Jaipuria, Partner @ Wing VC)

• Where Have All The Good Ones Gone? (Kyle Harrison, GP @ Contrary)

• The Happiness Hypothesis (Packy McCormick, GP @ Not Boring)

• Maslow's Hierarchy of Startups (Rex Woodbury, Partner @ Index)

• Venture Investing in 2023 (Ali Hamed, GP @ Crossbeam)

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