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

• Five Themes for New Investments in Mid-2023 (Nikhil Basu Trivedi, GP @ Footwork)

• Home is Where the Health Is (7wire Ventures Team)

• Investing in Digital ‘Third Places’ (Michelle Nacouzi, VP @ Northzone)

Industry Developments & Analyses

• The Role of AI in Climate Tech (G2VP Team)

• Financial crime in fintech times (Mouro Capital Team)

• Eight AI Startups Winning the Race for Tech Talent (Lightspeed Venture Partners)

• Supply Chain Visibility is at the core of the supply chain tech stack (Brendan Baker, Partner @ Ridge Ventures)

• Open-source is not a panacea (Ryan Shannon & Molly Welch, VC @ Radical Ventures)

Guides, Case Studies, and Best Practices for Operating

• Why Databricks Bought Mosaic and The Rapidly Decreasing Costs of AI (Patrick Chase & Jacob Effron, Redpoint)

• How Shopify, an $80 Billion Juggernaut, Optimizes its Landing Page to Increase Conversions (Manan Modi, Angel)

• You know you need a customer success team when… (Jim Stoneham, Partner @ SignalFire)

• How Roblox Grows: From Virtual Playground to Global Empire (Rex Woodbury, Partner @ Index)

• The Question Every CEO is Asking: What is Our Generative AI Strategy? (Matt McIlwain, MD @ Madrona)

• It's Not Just What You Say, It's How You Say It (Chris Neumann, GP @ Panache Ventures)

Additional Reads

• Why seed valuations haven’t fallen (yet) (Hadley Harris, GP @ Eniac)

• Speed x AI (James Currier, GP @ NFX)

• The Quest for DPI: Transparency, Challenges, and Benchmarking Returns in Canadian Venture Capital (Matt Cohen & Dom Lau, Ripple)

• Why Capital Diversification Matters (Upper90 Team)

• Winning is a Habit (Dez Fleming, VC @ FirstMark)

• Where Has All The Money Gone? (Abhishek Maran, VC @ Rampersand)

• Artificial Intelligence Existential Risk Dilemmas (Albert Wenger, GP @ USV)

• Software That You Can’t Shut Down (Fred Wilson, GP @ USV)

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