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

• Big Ideas in Tech for 2024 (A16Z Team)

• Vertical AI (Christine Kim, Principal @ Greylock)

• Verticalized AI — The Drivers Behind the Next Wave of Vertical SaaS (James Murphy, GP @ Forum Ventures)

• Dental vertical software: drilling into trends and opportunities (OMERS Team)

• Are You Ready to Fight AI-Powered Phishing Attacks? (Amanda Robson, Partner @ Cowboy)

• The Uzbek Consumer Opportunity (Robin Butler, Partner @ Sturgeon)

Industry Developments & Analyses

• The Global Energy Transition (Chamath Palihapitiya, GP @ Social Capital)

• Six imperatives for AI-first companies (Morgan Cheatham, VP @ Bessemer)

• The State of Proptech Exits (Alex Shtarkman, VP @ Revolution)

• Where are Bangladesh's digital consumers? (Waiz Rahim, VC @ Sturgeon Capital)

• From Bacteria to Bedside: The Arrival of CRISPR Medicine (Jorge Conde & Kris Tatiossian, A16Z)

• 5 Things we look for when evaluating Consumer AI Companies (Jason Shuman & Adetola Olatunji, Primary)

• Cracking the AI Open-Source Code - Findings from Our Study (Vic Singh & James Barone, Eniac Ventures)

• Measuring whether SaaS scales (Sammy Abdullah, GP @ Blossom Street VC)

• The Long and Short of Investing with AI (Doug Clinton, GP @ Deepwater)

Guides, Case Studies, and Best Practices for Operating

• The Power of Equipment Financing for Startups (Upper90 Team)

• The path from 0 to 100+ paying customers (Kyle Poyar, Partner @ OpenView)

• 3 Lessons for Building Long-Lasting Successful Companies (Massimo Sgrelli, GP @ Lombardstreet)

• How to Think of R&D Spend (David George, GP @ A16Z)

• Lessons on building a viral consumer app: The story of Saturn (Lenny Rachitsky)

• Unlocking the Power of Early Startup Momentum (Trace Cohen, Partner @ NYVP)

Additional Reads

• Capital Efficient Businesses (Elad Gil, GP @ Cosmic)

• Competitive Specialization in Founder Support (Rick Zullo, GP @ Equal Ventures)

• The Waiting Game (David Beisel, GP @ NextView)

• Revisiting The Death of a Venture Fund (Kyle Harrison, GP @ Contrary)

• How to Build a Venture Studio: The Checklist (Ben Yoskovitz, Partner @ Highline Beta)

• Takeaways from Google's Antitrust Trial (Tanay Jaipuria, Partner @ Wing VC)

• 7 Ways the Internet Will Get Weirder (Rex Woodbury, MP @ Daybreak)

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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