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

• Money on Autopilot: The Future of AI x Personal Finance (Olivia Moore & Anish Acharya, A16Z)

• Fixing Fixed-Income: The Case for Better Trading Tools (Dave Hafford, VC @ Thomvest Ventures)

• AI coding will unlock the next wave of developer productivity and reshape the software supply chain (Michael Yamnitsky & Michael Spiro, Insight Partners)

• The Home Equity Opportunity (Josh Begleiter, VP @ Crossbeam)

• Payroll is Big Business (Richard Kerby, GP @ Equal Ventures)

• Why We're Excited about Insurance Premium Finance (Upper90 Team)

Industry Developments & Analyses

• The Creator Economy Paradox (Ezra Galston, GP @ Starting Line)

• 10 Charts That Capture How the World Is Changing (Rex Woodbury, Partner @ Index)

• Breaking down the InfraRed report (Sai Senthilkumar, Principal @ Redpoint)

• Why we’re still mega-bullish Crypto: Disrupting Trust Mechanisms and Driving Global Consensus is a $100T opportunity (Dave Goldblatt, GP @ Vibe Capital)

• How are companies ACTUALLY using AI today? (Ryan Shannon, VC @ Radical Ventures)

• More Countries, More Problems: Selling AI Products Around the World Is Still Too Hard (Sumeet Singh & Angela Strange, A16Z)

• Vertical SaaS, Today — 9th Edition (Anna Khan, GP @ CRV)

Guides, Case Studies, and Best Practices for Operating

• In Defense of Strategy (Packy McCormick, GP @ Not Boring)

• The Mitochondria in Startups (Sarah Tavel, GP @ Benchmark)

• R&D leverage in software: Multi-product greatness to drive terminal FCF (Akash Bajwa, VC @ Earlybird)

• Your guide to sales compensation & PLG (Kyle Poyar, Partner @ OpenView)

• Beyond the Standard Litmus Test: Here’s When U.S. Traction Really Matters (Alex Morley, VC @ Alpaca)

Additional Reads

• Succession in Venture Capital is a 3-Legged Stool (Charles Hudson, GP @ Precursor)

• Time Kills All Deals (David Beisel, GP @ NextView)

• A clash of incentives within VC (Erik de Stefanis, Partner @ Interlace)

• Seed Investments Have to Be Reasonably Unreasonable. (Yoni Rechtman, Principal @ Slow)

• AI and the decline of the Open Web (Tanay Jaipuria, Partner @ Wing VC)

• Pivots Don't Need to be Stressful (Abhishek Maran, VC @ Rampersand)

• The Power of Perspective (Chris Neumann, GP @ Panache Ventures)

• Why The Best VC Platform Teams Are Focused on Outcomes (Dan Kozikowski, Partner @ First Mark)

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