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

• AI in 2023 – Predictions & Theses (Sivesh Sukumar, VC @ Balderton)

Industry Developments & Analyses

• The Price of Innovation: AI’s Impact on Your P&L (Nick Crance, VC @ Greycroft)

• Hallucinations in AI (John Luttig, Principal @ Founders Fund)

• Software’s Secret Role In The U.S. ‘Reshoring’ Manufacturing Trend (Morad Elhafed, GP @ Battery)

• Reflections On The European Payments Landscape (Akash Bajwa, VC @ Earlybird)

• The Ascendacy of European Tech (Johan Brenner, Partner @ Creandum)

• Detection Engineering, A Primer (Priyanka Somrah, VC @ Work-Bench)

• Charts to Chew On: A Jubilant June. (Meera Clark, Principal @ Redpoint)

Guides, Case Studies, and Best Practices for Operating

• There's No Such Thing as Series A Metrics (Charles Hudson, GP @ Precursor)

• On Balancing Profitability and Growth (Abhishek Maran, VC @ Rampersand)

• What Does It Mean For A Startup To "Focus"? (Rob May, Partner @ AI Operators Fund)

• How startups can sell AI to enterprises (Lisa Liu, Principal @ SignalFire)

• How to optimize your pricing page (Kyle Poyar, Partner @ OpenView)

Additional Reads

• How to Do Great Work (Paul Graham, Founder @ Y Combinator)

• Low Rung Tech Tribalism (Albert Wenger, GP @ USV)

• On the 176% annual return of a YC startup index (Jared Heyman, Founder @ Rebel Fund)

• The Existential Dread of Cognitive Dissonance (Kyle Harrison, GP @ Contrary)

• To deepen or broaden? A b2b story. (Alex Lazarow, ex-Partner @ Cathay Innovation)

• How Markets Value Software Companies in 2023 (Tomasz Tunguz, MD @ Theory)

• Taylor Swift, Lionel Messi and the Economics of Superstars (Tanay Jaipuria, Partner @ Wing VC)

• Immigration: America's Achilles Heel(Chris Neumann, GP @ Panache Ventures)

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