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

• The New Industrial Revolution: Bio x AI (Vijay Pande, GP @ A16Z)

• Field Study: The Potential of Generative AI (Abisola Ojikutu & David Goldberg, Alpaca VC)

• Second-order effects of AI in Vertical SaaS (Akash Bajwa, VC @ Earlybird)

Industry Developments & Analyses

• The Emperor Has No Tech: Why the Insurance Industry Desperately Needs Startups (Charles Moldow & Nico Stainfeld, Foundation)

• The Billion Dollar Question: Differentiating Good vs. Great in Vertical SaaS (Medha Agarwal & Meera Clark, Redpoint)

• Big tech x Generative AI (Tanay Jaipuria, Partner @ Wing VC)

• AI Model Layer: The New Frontline of the Cloud Wars (Janelle Teng, VP @ Bessemer)

• AI Chatbots and Our Loneliness Epidemic (Rex Woodbury, Partner @ Index)

Guides, Case Studies, and Best Practices for Operating

• Bat Out of Hell: Identifying Your Durable Advantage in Fintech (Joe Schmidt, Partner @ A16Z)

• How Should You Staff Your Startup in 2023 (Tomasz Tunguz, MD @ Theory)

• 5 Questions VCs Will Probably Ask You During Your Pitch (Trace Cohen, Partner @ NYVP)

• How To Optimize Your Free Trial (Kyle Poyar, Partner @ OpenView)

• Building an AI fortress in the age of GPT-4 (Christoph Janz, MP @ Point Nine)

Additional Reads

• Uncovering the Best Predictor for Startup Success (Abhishek Maran, VC @ Rampersand)

• How to Spot a World Class Founder (Elizabeth Weil, MP @ Scribble VC)

• Destigmatizing executive coaching (Ted Wang, Partner @ Cowboy Ventures)

• Who’s building the Copilot for VCs? (Christoph Janz, MP @ Point Nine)

• Stop with the Fake FOMO (Chris Neumann, GP @ Panache Ventures)

• On Hype And Hot Air (Kyle Harrison, GP @ Contrary)

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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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