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

• Real Estate: Ghost Town or Gold Rush? (Adam Nelson, GP @ FirstMark)

• Service is the new SaaS (Dez Fleming, VC @ FirstMark)

• AI in Manufacturing Software (Daniel Rodriguez & Gabby Cazeau, Harlem Capital)

Industry Developments & Analyses

• Green concrete market overview (Iris ten Have, VC @ Extantia)

• The Future of Cloud-Native Identity Security (Francis Odum, Alex Krongold, & Daniel Bartus)

• What’s driving the Data Shift Right market? (Amit Karp, Yael Schiff, & Lindsey Li, Bessemer)

• The new fintech stack is... open source? (Matt Brown, Partner @ Matrix)

• The Next Wave of Consumer Startups (Ishan Sinha, Partner @ Point72 Ventures)

• Closing the Capability Gap (Nkechi Iregbulem, Principal @ MVP Ventures)

• Navigating Barriers to Generative AI Adoption in Enterprises (Anik Bose & Katya Evchenko, BGV)

• How AI apps make money (Kyle Poyar, Partner @ OpenView)

Guides, Case Studies, and Best Practices for Operating

• Buy and Build — a New Playbook for AI Entrepreneurs (Brian Murray, Partner @ Craft Ventures)

• ServiceNow - Scaling to $10bn in ARR (Chirag Modi & Alexandre Dewez)

• Managing Your Facility and Tools to Automate the Process (David Haber, Melissa Wasser, & JJ Yu, A16Z)

• SaaS Learnings from Rubrik’s IPO (Sammy Abdullah, GP @ Blossom Street VC)

• Hot Tips for Piquing Our Interest With Your Cold Emails (Massimo Sgrelli, GP @ Lombardstreet)

Additional Reads

• On the power law of Y Combinator startups (Jared Heyman, VC @ Rebel Fund)

• Margin Wars in AI: Nvidia's Interchange Rate (Akash Bajwa, VC @ Earlybird)

• The Importance of Routine and Having Habits that Stick (Jessie Harris, VP @ TXV Partners)

• The Factors Impacting NVIDIA's Defensibility (Rob May, Partner @ AI Operators Fund)

• Massive Acquisitions in Software Startups (Tomasz Tunguz, MD @ Theory)

• Strategic Acquirers don’t pay more (Sammy Abdullah, GP @ Blossom Street)

• Tough Tradeoffs and the Energy Transition (Kevin Stevens, Partner @ Energize)

Did we miss something?

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