Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 700+ VCs, analysts, and operators.

This newsletter curates a selection of posts featured on the website each week.

Investment Themes, Theses, & Outlooks

• Gaming – The Next Big Opportunity in Fintech? (Sugam Sarin & Cameron McGinn, Point72 Ventures)

• The Future of Music: How Generative AI Is Transforming the Music Industry (Justine Moore & Anish Acharya, A16Z)

• Top 10 Trends for Data in 2024 (Tomasz Tunguz, MD @ Theory)

Industry Developments & Analyses

• Hospital Sector is Under Siege.. (Michael Greeley, GP @ Flare Capital)

• Healthcare is flatlining, but GPT-4 could revive it (SignalFire Team)

• What the new CFPB proposal could mean for fintech (Seema Amble & Marc Andrusko, A16Z)

• 5 Key Takeaways on the Current State of Generative AI in the Enterprise (Scott Goering & Evan Witte, Battery Ventures)

• Generative AI Is Reinventing Logistics Tech (Zeeza Cole, Principal @ BCV)

• LLMs and Sneaky Big Markets (John Gianakopoulos, Principal @ Scale VP) 

• OpenCloud 2023: Software’s AI-Driven Watershed Moment (Battery Ventures Team)

• B2B payments aren’t payments, they’re workflows (Matt Brown, Partner @ Matrix)

Guides, Case Studies, and Best Practices for Operating

• Designing free trials that close deals (Jim Stoneham, Partner @ SignalFire)

• Take Time to Process Startup Failure - Please Don't Do a Rebound Startup (Charles Hudson, GP @ Precursor)

• Make it Easy for Customers to Love You (Chris Neumann, GP @ Panache Ventures)

• 12 Principles on Building & Scaling Company Culture (Travis May, GP @ Shaper Capital)

• Resisting Siren calls: Odysseus, NDRs and Product Expansion (Norman Fiore & Shamillah Bankiya, Dawn Capital)

• How to Maximize ROI on Your Early Paid Advertising Efforts (Dragos Bogdan, Advisor @ OpenView)

Additional Reads

• State of the Venture Market - 2023 (Peter Schmidt, Sr. Associate @ Refinery)

• When MVPs aren't the most valuable: how to approach markets with few early adopters (Jackie DiMonte, ex-Partner @ Chicago Ventures)

• Discount rates in venture backed startups (Jerry Neumann, GP @ Neu VC)

• VC markets are healthy, but M&A isn’t (Sammy Abdullah, GP @ Blossom Street)

• The Bubble Brains of Silicon Valley (Kyle Harrison, GP @ Contrary)

• Avoiding Cynicism (David Beisel, GP @ NextView)

• Big Tech and investing in AI startups (Tanay Jaipuria, Partner @ Wing VC)

• How The Fundamental Limits of Intelligence May Shape AI Business Models (Rob May, Partner @ AI Operators Fund)

• 4 Reasons Why Pre-Seed VC Firms and Startups Are So Much Alike (Massimo Sgrelli, GP @ Lombardstreet Ventures)

• Nvidia Envy: understanding the GPU gold rush (John Luttig, Principal @ Founders Fund)

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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