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

• Roadmap: Defense Tech (Bessemer Team)

• TypeScript – Popular, enterprise ready and an ideal option for AI application development (Rani Kubersky & Joj Ottensooser, Point72 Ventures)

• Navigating the Future of Healthcare (Aditya Reddy & Andrew Vogeley, Sapphire Ventures)

• The Intersection of Taste and Technology (Meera Clark, Principal @ Redpoint)

• Industrial Resilience: Aligning Physical Systems & Digital Breakthroughs (Alexa Liautaud & Paul Kwan, General Catalyst)

• Investing Behind GLP-1 Drugs (Grant Demeter, VC @ The Yard Ventures)

Industry Developments & Analyses

• The Fastest Growing Software Sectors in 2024 (Tomasz Tunguz, MD @ Theory)

• Vertical SaaS, Today — 12th Edition (Anna Khan, GP @ CRV)

• The Equal Ventures Insurance Index - Q4 2023 (Rick Zullo & Adam Chadroff, Equal Ventures)

• Why 2023 Was AI Video’s Breakout Year, and What to Expect in 2024 (Justine Moore, Partner @ A16Z)

• Beyond the Buzz of Generative AI Apps (Massimo Sgrelli, GP @ Lombardstreet Ventures)

Guides, Case Studies, and Best Practices for Operating

• Category Takeover: The New Wedges for Beating Incumbents (Santi Subotovsky & Jessica Cohen, Emergence)

• Constraints inspire creativity: How to build a massive business in a mediocre economy (Amy Saper, Partner @ Uncork Capital)

• A return to company core mission & values (Elad Gil, GP @ Cosmic)

• Three Questions Every Enterprise AI Startup Should Ask (Asheem Chandna, GP @ Greylock)

• A great startup post-mortem (Sammy Abdullah, GP @ Blossom Street VC)

• Your guide to quick wins in SaaS marketing (Kyle Poyar, Partner @ OpenView)

Additional Reads

• Large Language Models, How to Train Them, and xAI’s Grok (Chamath Palihapitiya, GP @ Social Capital)

• Fundraising advice for emerging GP’s (Boris Wertz, GP @ VersionOne)

• Rethinking Follow-On Conventional Wisdom (David Beisel, GP @ NextView)

• The Longest View (Dez Fleming, VC @ FirstMark)

• The myths of impact in investing, tax policy in innovation and healthcare in emerging markets (Alex Lazarow, MP @ Fluent Ventures)

• Decoding Elon Musk (Tanay Jaipuria, Partner @ Wing VC)

• Complex Regulation is Bad Regulation: We Need Simple Enduser Rights (Albert Wenger, GP @ USV)

Did we miss something?

We’re now pulling posts from over 700 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice a post we miss and we'll include it in the next digest! Just respond to this email with the URL.