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

• Startup Opportunity Areas in 2024 (Ben Yoskovitz, Partner @ Highline Beta)

• The Future of Software Looks Like Services (Yoni Rechtman, Principal @ Slow)

• 2024 Digital Health Predictions (7wire Ventures Team)

• The Future is Graying: Tech Opportunities for the Aging Landscape (Cowboy Ventures Team)

• 6 Theses on how Peer to Peer (P2P) & Cross-Border Payments will change (Manan Modi, Angel Squad @ Hustle Fund)

• Five Predictions for AI in 2024 (Vivek Ramaswami & Sabrina Wu, Madrona)

Industry Developments & Analyses

• Marketplaces in the Age of AI (Olivia Moore, Partner @ A16Z Home)

• Making Energy Programmable (Matt Mandel, Analyst @ USV)

• Why Every Company Will Be an Energy Company (Meera Clark, Principal @ Redpoint)

• Unbundling the Game Engine: The Rise of Next Generation 3D Creation Engines (Troy Kirwin & Jonathan Lai, A16Z)

• A Proprietary Framework to Demystify AI and Help Founders Build Companies (Glasswing Team)

• Base10 Research Snapshot: CFO Tools and Billing, AR, & Revenue Management (Luci Fonseca, Parter @ Base10)

• Influencer Marketing is Broken (Peter G Schmidt, Sr. Associate @ Refinery)

Guides, Case Studies, and Best Practices for Operating

• The Playbook for Building SaaS-Enabled Marketplaces (Luke Skertich, VC @ FJ Labs)

• When and How to Build Second Products (Casey Winters, Angel Investor)

• The best growth advice of 2023 (Kyle Poyar, Partner @ OpenView)

• Building the Right Operating Cadence (Travis May, GP @ Shaper Capital)

• The Faux First Mover Advantage (Nir Zicherman for Eniac Ventures)

Additional Reads

• Politics and the Future (Ben Horowitz, GP @ A16Z)

• On the Importance of Mental Models in Investing (Rick Zullo, GP @ Equal)

• Getting Off the VC Train (Charles Hudson, GP @ Precursor)

• SaaS is dead, long live AI? (Dan Jaeck, Principal @ Eniac Ventures)

• How Attractive is Risk Today? (Clint Myers, Partner @ Revolution)

• It's Time To Build... But Build What? (Kyle Harrison, GP @ Contrary)

• Unicorns are dead. Long live Unicorns! (Janelle Teng, VC @ Bessemer)

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.

Enjoying SandHill?

We’d really appreciate it if you shared it with a friend who would find it valuable.

Share

Did someone send you this email? Subscribe below.