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

• Space Launch: Who, What, and Where We’re Going (Ryan McEntush, Partner @ A16Z)

• The 2023 Creator Economy: A new direction (Ollie Forsyth, VC @ Antler)

• Programmable Compute, the Next Big Thing in ML Infrastructure? (Priyanka Somrah, VC @ Work-Bench)

Industry Developments & Analyses

• State of the Cloud 2023 (Bessemer Team)

• AI Primer (IVP Team)

• 2023 State of Crypto Report: Introducing the State of Crypto Index (A16Z Crypto Team)

• The Modern Transactional Stack (Yoko Li, Martin Casado & Satish Talluri, A16Z)

• The AI Watchdogs are Coming (Vivek Ramaswami & Sabrina Wu, Madrona)

• Cross-Section of AI and API-Enabled Marketplaces (Luke Skertich, VC @ FJ Labs)

Guides, Case Studies, and Best Practices for Operating

• Viral Growth: How to Keep Lightning in the Bottle (Rex Woodbury, Partner @ Index)

• Top down, bottoms-up, and all turned around (Ryan Shannon, VC @ Radical Ventures)

• Your guide to PLG pricing 201 (Kyle Poyar, Partner @ OpenView)

Additional Reads

• Grit is the only Alpha (Spencer Peterson, Partner @ Bedrock)

• Leading From The Heart (Fred Wilson, GP @ USV)

• What Makes You Happy (Morgan Housel, Partner @ Collaborative Fund)

• Why Do Pre-Seed Investors Ask for Side Letters? (Chris Neumann, GP @ Panache Ventures)

• Breaking Into Venture During A Downturn & Navigating Your First Year (Matt Lu & Robby, Cowboy Ventures)

• The Dissident's Guide to Philanthropy (Joe Lonsdale, GP @ 8VC)

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We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.

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