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

• Financial Services Will Embrace Generative AI Faster Than You Think (A16Z Team)

• From Chalkboards to Chatbots: Our Long-Awaited Education Revolution (Rex Woodbury, Partner @ Index)

Industry Developments & Analyses

• The best fintechs turn risk into leverage (Matt Brown, Partner @ Matrix)

• Maritime: The Last Frontier of Supply Chain Tech (Sean Simons, VC @ Newark VP)

• AI 50 2023 (Konstantine Buhler, Partner @ Sequoia)

• The Anatomy of a Clinical Trial (Abhishek Maran, VC @ Rampersand)

• Payroll is Big Business (Richard Kerby, GP @ Equal Ventures)

• How we evaluate D2C companies (AfterWork Ventures Team)

• Hey Tech, It’s Time To Build. In Healthcare. (Daisy Wolf & Vijay Pande, A16Z)

Guides, Case Studies, and Best Practices for Operating

• Aha!’s bootstrapped journey to $100M+ in ARR (Kyle Poyar, Partner @ OpenView)

• Selling to Banks: Tips and Techniques to Break Through the Barrier (Mouro Capital)

• The Right To Conquer Mid-Market (Akash Bajwa, VC @ Earlybird)

• Why Every Startup Needs an AI Strategy (Tomasz Tunguz, MD @ Theory)

• Contextualizing the growth vs. profitability trade-off for cloud companies (Janelle Teng, VC @ Bessemer)

• Slow and Steady Growth and Fostering Homegrown Talent Wins The Race (Ali Hamed, MP @ CoVenture)

Additional Reads

• The dry powder fallacy: why there is 50% less startup capital than we think (Jackie Dimonte, Partner @ Chicago Ventures)

• How Much will the US Early Stage Venture Market Contract in 2023? (Tomasz Tunguz, MD @ Theory)

• Building an Actual Unicorn (Kyle Harrison, GP @ Contrary)

• Lessons From Ancient Rome: How Banks Can Learn to Love Start-Ups (Matt Harris, Partner @ Bain Capital)

• One Big Web: A Few Ways the World Works (Morgan Housel, Partner @ Collaborative Fund)

• Real Clarity (Jean de La Rochebrochard, MP @ Kima Ventures)

• LP Update: Navigating AI, VC, Fundraising Today (Shruti Gandhi, GP @ Array Ventures)

• In Search of Alpha (Chris Neumann, GP @ Panache Ventures)

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