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, & Industry Analyses

• The New Drug Delivery Challenge: How Will Cures Reach Patients? (A16Z Team)

• Aligning Incentives: Financing the Promise of Cell and Gene Therapies (Sidra Ahmed & Jimmy Teng, Munich Re Ventures)

• Fintech from first principles (Matt Brown, Partner @ Matrix)

• Money Problems: The Playbook for Digital Lending in Emerging Markets (Alex Branton & Saad Hasan, Sturgeon Capital)

• NFTs Have Evolved, NFTs Endure (Nikhil Raman, VC @ USV)

• AI Jobs to be Done in Life Sciences (A16Z Team)

2024 Outlooks & Predictions

• 24 predictions for 2024 (Yoni Rechtman, Principal @ Slow)

• 2024 Predictions (Tomasz Tunguz, MD @ Theory)

• 2024 - The Year Of Objective Function Engineering (Rob May, Partner @ AI Operators Fund)

• 2024: A Year of Reckoning and Resilience for Startups and Venture Capitalists (Umesh Padval, Partner @ Thomvest)

• 2024 Investment Outlook (Phil Boyer, Partner @ Crosslink)

• 2024 Midwest Ecosystem Predictions (M25 Team)

• Predictions for 2024: Software and market trends (Dawn Capital Team)

Guides, Case Studies, and Best Practices for Operating

• Doing a distressed sale (Sammy Abdullah, GP @ Blossom Street VC)

• What to do if your product isn’t taking off (Lenny Rachitsky)

• Water Bottles & Lessons in Viral Growth (Rex Woodbury, MP @ Daybreak)

• The Dark Side of Sales (David Sacks, GP @ Craft)

Additional Reads

• The Puritans of Venture Capital (Kyle Harrison, GP @ Contrary)

• The New York Times Strikes Back (Lakshmi Prakash, Silicon Bench)

• The Seven Immutable Rules of VC Compensation (David Beisel, GP @ NextView)

• Phoenix Rounds (Rick Zullo, GP @ Equal Ventures)

• A Deep Dive into Time to Value (TTV) (Ben Yoskovitz, Partner @ Highline Beta)

• Notes for the AI Class of 2023 (Vivek Ramaswami & Sabrina Wu, Madrona)

• Pace Yourself (Packy McCormick, GP @ Not Boring)

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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