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 Future of Direct to Consumer (Annabel Acton & Mike Forster, AfterWork VC)

• Closing the Gender Healthcare Gap: How Digital Health Can Transform Care for 50% of the World’s Population (7wire Ventures Team)

• Limitations and Opportunities in Cell and Gene Therapies: A Roadmap for Future Investment (Earlybird VC Team)

• The Next Horizon in HR Tech: Leave-of-Absence Management (Battery Ventures Team)

Industry Developments & Analyses

• The Five Waves of Fintech (Charles Birnbaum & Eric Kaplan, Bessemer)

• Second order effects of a bank run on fintech startups (Jack Abramowitz, Principal @ NextView)

• The Future of Payments is… Red? (Alex Rampell, GP @ A16Z)

• Healthtech: Show Your Magic (A16Z Team)

• A Local’s Guide to Fintech Investing (Charles Moldow, GP @ Foundation)

• Startups vs Incumbents in AI (Tanay Jaipuria, Partner @ Wing VC)

• Davids in the Land of (AI) Goliaths (Vivek Ramaswami & Sabrina Wu, Madrona)

Guides, Case Studies, and Best Practices for Operating

• Seed Data Room Template  (Beata Klein, Principal @ Creandum)

• Primer for Using LLMs (Greycroft Team)

• G2 Playbook: Compensation Basics (G2VP Team)

• A CEO’s tactical guide to driving profitable growth (Janelle Teng, VC @ Bessemer)

• Designing the right business model as a B2B marketplace (Louis Coppey, Partner @ Point Nine)

Additional Reads

• What makes something defensible? (Abhishek Maran, VC @ Rampersand)

• Don't Get Full on the Salad Bar- The Good Assets Are Yet to Avail Themselves (David Paul, MP @ DWP Capital)

• The Animal Spirits of Silicon Valley (Ansaf Kareem, Partner @ Lightspeed)

• It's Go-Time for Treasury Management (Medha Agarwal, Partner @ Redpoint)

• Attention is All You Need (Packy McCormick, GP @ Not Boring)

• The future of programming with large language models (Kojo Osei, VC @ Matrix)

• For B2B Generative AI Apps, Is Less More? (Zeya Yang & Kristina Shen, A16Z)

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