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

• Decarbonizing the built environment (Sam Smith-Eppsteiner, Partner @ Innovation Endeavors)

• 4 key cloud infrastructure trends to watch in 2023! (Ashish Kakran, VC @ Thomvest)

Industry Developments & Analyses

• Command Line Medicine (Morgan Cheatham, VP @ Bessemer)

• Market Map: The Emerging Technology Opportunity in Single-Family Rentals (Nima Wedlake, VC @ Thomvest)

• The API Economy (TCV Team)

• Unlocking the Potential of Instant Payments: The Federal Reserve’s New Infrastructure (TX Zhuo, GP @ Fika)

• Parsing the generative AI application layer (Lonne Jaffe, Michael Spiro, Ashley Hong, Insight)

• Learnings exploring the GPT/ LLM space (Louis Coppey, VC @ Point Nine)

Guides, Case Studies, and Best Practices for Operating

• Operating Yield (Everett Randle, Partner @ KPCB)

• First Principles Of Product In The AI Age (Akash Bajwa, VC @ Earlybird)

• Routes to Defensibility for your AI Startup (Louis Coppey, VC @ Point Nine)

• How to define a vision for your startup? (Shruti Gandhi, GP @ Array Ventures)

• Channel Partnerships in Healthcare: A Founder’s Playbook (Jay Rughani, Annie Collins, & Julie Yoo, A16Z)

• Every Customer is a Design Partner - Leading Your Sales Motion with Sales Engineering (Tomasz Tunguz, MD @ Theory)

Additional Reads

• The Case for Big Action to Regulate Artificial Intelligence (Chamath Palihapitiya, GP @ Social Capital)

• Thin Layers of AI, Thick Layers of Personality (Michael Dempsey, GP @ Compound)

• Small Applications, Growing Protocols (Packy McCormick, GP @ Not Boring)

• The Impact of Stress on the Well-being of Startup Founders and CEOs (Brad Feld, GP @ Foundry Group)

• Chasing The Rush of Creation (Kyle Harrison, GP @ Contrary)

• AI Reliability and Building Trusted Brands (Matt Mandel, VC @ USV)

• The AI Paradox for VC (Paraj Mathur, VC @ Panoramic)

• The Generational Business Trap (Anu Atluru, Angel Investor)

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