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 Gen Z Consumer Tech Wave Is Coming – Here’s What We’re Tracking (Battery Ventures Team)

• Securing AI (Jason Risch, VC @ Greylock)

• AI startups: Sell work, not software (Sarah Tavel, GP @ Benchmark)

Industry Developments & Analyses

• AI startups: Sell work, not software (Sarah Tavel, GP @ Benchmark)

• Avoiding Competitive Destruction from AI (Shravan Narayen, Partner @ IVP)

• Early days of AI (Elad Gil, Angel Investor)

• Follow the Money: Categories of Consumer Spend (Rex Woodbury, Partner @ Index)

• Exploring the Factors Driving Mortgage Rates & Housing Demand (Nima Wedlake, Principal @ Thomvest)

• Exploring Long-Term Staking in PoS Networks (Vishal Kankani & Tushar Jain, Multicoin)

Guides, Case Studies, and Best Practices for Operating

• Investor Working Session Template (Hayley Barna, Partner @ First Round)

• Why Do Investors Care So Much About LTV:CAC? (Jamie Sullivan & Alex Immerman, A16Z)

• How to hire your first growth team (Lenny Rachitsky)

• Raise Less, Build More (Terrence Rohan, MD @ Otherwise)

• What is Appropriate VC Diligence? (Chris Neumann, GP @ Panache Ventures)

• The perils of customer selection (Akash Bajwa, VC @ Earlybird)

Additional Reads

• The number one piece of advice I give to new VCs launching their investing careers (Charles Hudson, GP @ Precursor)

• Venture Capital — We’re Still Not Normal (David Coats, GP @ Correlation)

• Minimum Viable Raise (Aashay Sanghvi, Principal @ Haystack)

• Venture Narrative Whiplash (Jeff Morris Jr, GP @ Chapter One)

• The Decades-Long View (Nikhil Basu Trivedi, GP @ Footwork)

• Cracking Open the IPO Window (Tanay Jaipuria, Partner @ Wing VC)

• VC's Are Not A Commodity (Abhishek Maran, VC @ Rampersand)

• Mean Reversion: When Will Startup Investing Return to Normal? (Tomasz Tunguz, MD @ Theory)

Did we miss something?

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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