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

• Future of Fintech (Charlie Liao, VC @ Acrew)

• Vertical Operating Systems: One System of Record to Rule Them All (Joe Schmidt & Kristina Shen, A16Z)

• Developing for Developers: the Potential behind B2D Companies (Andre Retterath & Laurin Class, Earlybird)

• Revamping Romance Finding Love in the Digital Age (General Catalyst Team) 

• Healthcare Marketplaces, Where Art Thou? (A16Z Team)

Industry Developments & Analyses

• ClimateTech 2023: Lessons from the CleanTech Bubble (Rick Zullo & Simran Suri, Equal Ventures)

• Vertical SaaS, Today — 6th Edition (Anna Khan, GP @ CRV)

• Proptech 1.0 — A Historical Lookback (Alex Shtarkman, VP @ Revolution)

• The Nursing Shortage Crises: A Serious Venture Opportunity? (David Paul, MP @ DWP Capital)

• Benchmarking AI productivity gains against smartphones, the internet, and the PC (Ryan Shannon, VC @ Radical Ventures)

• Game on in Generative AI! (Vivek Ramaswami & Sabrina Wu, Madrona)

• The AI App Store Is Here (Ayush Jain, VP @ Revolution)

Guides, Case Studies, and Best Practices for Operating

• The Change in Burn Multiple for Startups in 2023 (Tomasz Tunguz, GP @ Theory)

• The Difficulty Ratio (David Sacks & Brian Murray, Craft Ventures)

• Tips for Founders Building in AI (Emergence Capital Team)

• Why Founders Should Consider the Importance and Impact of Limited Partners (Katie Riester, Partner @ Felicis)

• A Total Addressable Market (TAM) Masterclass (Lightspeed Team)

• Multi-Product Considerations and a HubSpot Case Study (Alex Clayton & Tanner Bhonslay, Meritech Capital)

Additional Reads

• 2022 Annual Letter (Chamath Palihapitiya, GP @ Social Capital)

• Mental Liquidity (Morgan Housel, Partner @ Collaborative Fund)

• Dodd-Frank and Crapo, Meet SVB (Lakshmi Prakash, ex-Associate @ Modern Energy)

• The SVB Failure Test (David Beisel, GP @ NextView)

• The Marketplace Equation (Paraj Mathur, VC @ Panoramic)

• The Give-to-Get Model for AI Startups (David Sacks, GP @ Craft Ventures)

• Will AI Take Our Jobs? Exploring AI's Impact on Society (Rex Woodbury, Partner @ Index)

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