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

• Why the fertility market is poised to explode (Christina Farr, VC @ OMERS)

• Fintech x AI: The Lightspeed View (Lightspeed Team)

• Investing in Insurance Today (Adam Chadroff, VC @ Equal)

Industry Developments & Analyses

• Introducing our Tech Adoption Gauge – AI and Sustainability are at an inflection point (Tribe Capital Team)

• AI’s Linux Moment: Open LLM 'Davids' vs. Closed-Source 'Goliaths' (Janelle Teng, VC @ Bessemer)

• Emerging B2B Fintech Distribution Channels (Akash Bajwa, VC @ Earlybird)

• There’s no AI without SaaS (Anna Khan & Veronica Orellana, CRV)

• Vertical SaaS, Today — 8th Edition (Anna Khan, GP @ CRV)

Guides, Case Studies, and Best Practices for Operating

• SaaS Metrics 2.0: The Case For Next Era Metrics Playbook (Kyle Poyar, Partner @ OpenView)

• How to think about pricing your AI features (Jake Saper, GP @ Emergence)

• How to Create Early Startup Financial Projections for VCs (Trace Cohen, Partner @ NYVP)

Additional Reads

• What are We Seeing as VCs? (Vivek Ramaswami & Sabrina Wu, Madrona)

• The 2022 Effect: A Benchmarking Bulletin (Alex Immerman & Sarah Wang, A16Z)

• Secondaries in LP Stakes (Ali Hamed, GP @ CoVenture)

• Why AI Will Save The World (Marc Andreessen, GP @ A16Z)

• Why Market Matters Most to VCs (Chris Neumann, GP @ Panache Ventures)

• Observations from the 2023 Enterprise Tech 30 (Tanay Jaipuria, Partner @ Wing VC)

Thank You to Tegus for Sponsoring

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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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