#201 | Next Gen Networking, Supply Chain Innovations, & more
#201 | Next Gen Networking, Supply Chain Innovations, & moreOct 13 | The latest from Emergence, Work-Bench, Sequoia, A16Z, and othersSandHill.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
Industry Developments & Analyses
Guides, Case Studies, and Best Practices for Operating
Additional Reads
📜 The Treasure Trove:➜ Ten lessons from a decade of vertical software investing by BessemerRecommended by Sakib Dadi, Partner @ Stage 2 Capital Bessemer has established itself as one of the leading vertical software investors, having made early investments in companies like Shopify, Procore, Toast, ServiceTitan, Mindbody, amongst many others. In this post the team dives into their top learnings from having invested in the model. The lessons here are broadly applicable outside investing in just vertical SaaS, with many of these applying well to investing in other verticalized approaches (like marketplaces and AI tooling). Resources & more
|
Older messages
#200 | GovTech Opportunities, How to measure Product-Market-Fit, & more
Sunday, October 6, 2024
Updated SandHill newsletter; The latest from Sequoia, Crossbeam, A16Z, First Round, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
Upcoming changes to The SandHill Newsletter
Wednesday, October 2, 2024
Updates to the newsletter and a few asks for the readership ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
#199 | Theses for Q4 2024, Business of Women's Sports, & more
Sunday, September 29, 2024
Sept 29th | The latest from Bessemer, Benchmark, Wing, 7wire Ventures, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
#198 | Copilots & Agents, Subterranean Industries, Software with a Soul, & more
Sunday, September 22, 2024
Sept 22nd | The latest from A16Z, NFX, Maveron, Bessemer, NextView, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
#197 | The next industrial revolution, Matching AI budgets with hype, & more
Sunday, September 15, 2024
Sept 15th | The latest from Insight, BBG, Flare, F-Prime, USV, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
You Might Also Like
Startups bolstering the new grid
Tuesday, October 22, 2024
Plus: Cazoo backer DMG Ventures announces new funds; latest deals View in browser Sponsor Card - Flagship-34 Good morning there, Earlier in the year Sifted's Freya Pratty and Mimi Billing wrote
✨ How AI Agents Can Build Your Whole App
Monday, October 21, 2024
With rapid advancements in LLMs, AI can now follow prompts to generate code and build functional custom software. This Week at YC October 21st, 2024 ✨ The Latest How AI Agents Can Build Your Whole App
◼️ Don’t invest in dark mode
Monday, October 21, 2024
Dark mode is overhyped! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
16 Silicon Valley Startups Raised $644.8 Million - Week of October 21, 2024
Monday, October 21, 2024
🇯🇵 Trends from Japan 💸 How to Recruit Scale Engineering Teams 💰 Johor New Data Hub of SE Asia 💰 20 Min Scored $400M 🎉 Vectara's HHEM Surpassed 2M Downloads 😮 Teenager Legendary Hacker ͏ ͏ ͏ ͏ ͏ ͏ ͏
🦄 ChatGPT for Workplace Productivity
Monday, October 21, 2024
Findr uses AI to easily find info on your device.
the world’s most promising fintech companies
Monday, October 21, 2024
unpacking the Fintech 100 + Q&A with the analyst behind the list Hi there, We're getting ready to unveil the 2024 Fintech 100. Selected for their tech novelty and market potential, these
AI Prompts as PRDs : Why Prompts Will Become Important IP Assets
Monday, October 21, 2024
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. AI Prompts as PRDs : Why Prompts Will Become Important IP
Tomorrow: Ask me Anything with Darcy Lorincz
Monday, October 21, 2024
There is Still Time To RSVP!
[Inverted Passion] Getting things done by not trying
Monday, October 21, 2024
Here's a new post on InvertedPassion.com Getting things done by not trying By Paras Chopra on Oct 20, 2024 09:29 am I recently finished a very short book with an intriguing title: Why Greatness
Family offices on de-fence
Monday, October 21, 2024
Plus: How to raise a Series A; latest deals View in browser Sponsor Card - Up Round-27 Good morning there, My colleague Anne Sraders has spent the last six months reporting on the growing number of VCs