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.

2024 Outlooks & Theses

• AI in 2024 (David Cahn, Sequoia)

• What Will Happen In 2024 (Fred Wilson, GP @ USV)

• 10 AI Predictions for 2024 (Rob Toews, GP @ Radical)

• Five Software M&A Observations for 2024 (Janelle Teng, VC @ Bessemer)

• 2024 Predictions from Condensing the Cloud (Battery Ventures)

• Fintech in 2024 (Tanvi Lal, VC @ Intuit)

• Seismic Waves for 2024: "Optimistic Nihilism" and Consumer Spending (Rex Woodbury, MP @ Daybreak)

• A few themes for 2024 (Tanay Jaipuria, Partner @ Wing VC)

• What’s next in climate tech: 6 trends for 2024 (Extantia Capital Team)

Retrospectives & Industry Analyses

• Having a Conversation With Yourself: 2023 (Kyle Harrison, GP @ Contrary)

• When The Tide Goes Out… (Looking Back On Tech Startups And VC In 2023) (Semil Shah, GP @ Haystack)

• What Happened In 2023 (Fred Wilson, GP @ USV)

Guides, Case Studies, and Best Practices for Operating

• Your guide to better email (Kyle Poyar, Partner @ OpenView)

• 12 Great Pieces of Company-Building Advice We Heard in 2023(Rebecca Buckman, Partner @ Battery)

Additional Reads

• Category Creation & Capital in technology (Michael Dempsey, GP @ Compound)

• Series A’s Are Gone and They’re Not Coming Back Soon (Yoni Rechtman, Principal @ Slow)

• Things I Think I Think - Q4 2023 (Chris Neumann, GP @ Panache Ventures)

• The Next Consumer Investing Boom: an 11-factor framework for evaluating startups (Manan Modi, Angel Squad @ Hustle Fund)

• Active vs. Passive Learning (Morgan Housel, Partner @ Collaborative Fund)

• Make Hay When the Sun Shines : Liquidity in Startup Exits (Tomasz Tunguz, MD @ Theory)

• Replacing "Non-consensus and Right" with "Differentiated and Good" for Emerging VC Managers (Charles Hudson, GP @ Precursor)

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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