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

• Three Trends in VC-Backed Cloud (Jason Risch, VC @ Greylock)

• The Next Wave of Climate Tech (Revolution Team)

• Sales doesn’t need more point solutions. It needs a Rippling. (Yoni Rechtman, Principal @ Slow)

• Generative AI: Developer Tools & Infrastructure (Ajani Smith-Washington & Robby Greer, Base10)

Industry Developments & Analyses

• Retail Investing Expands — Here’s How Founders Can Capitalize (Mercedes Bent, Partner @ Lightspeed)

• Software Spending Growth Will Accelerate by 40% in 2023, But it Doesn't Feel that Way (Tomasz Tunguz, MD @ Theory)

• Dawn of the Agents (Vivek Ramaswami & Sabrina Wu, Madrona)

• Navigating the High Cost of AI Compute (Guido Appenzeller, Matt Bornstein, & Martin Casado, A16Z)

• AI's Interface Revolution (Rex Woodbury, Partner @ Index)

• Disruption in the AI era: revisiting the dot com bubble (Ryan Shannon, VC @ Radical Ventures)

• Vertical SaaS, Today — 7th Edition (Anna Khan, GP @ CRV)

Guides, Case Studies, and Best Practices for Operating

• How to escape competition -- Building enduring application-level value with LLMs (Sarah Tavel, GP @ Benchmark)

• GTL: Gym, Tan, Laundry (Spencer Peterson, Partner @ Bedrock)

• Inside Hootsuite’s PLG journey (Kyle Poyar, Partner @ OpenView)

• 7 Tips for Founders to Raise Capital and Get Traction for Their Startups (Trace Cohen, Partner @ NYVP)

• Blank-Sheet Org Modeling: Why You Should Try CQ+3 (Bill Binch, Partner @ Battery)

Additional Reads

• Be Mindful of the Power of Platforms (Chelsea Zhang & Rick Zullo, Equal Ventures)

• Cornered Resources in AI (Akash Bajwa, VC @ Earlybird)

• The B2C2B osmosis fueling AI's Cambrian moment (Janelle Teng, VC @ Bessemer)

• Some Things I Think (Morgan Housel, Partner @ Collaborative Fund)

• The Unbearable Heaviness of Being Positioned (Packy McCormick, GP @ Not Boring)

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