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

• 2024/2025 Request for Fintech Startups (Emily Man, Primary & Charley Ma + Mahdi Raza, Pathlight)

• The "Why Now" for Healthcare (Rex Woodbury, MP @ Daybreak)

• The Next Chapter for Vertical Software (Euclid Ventures)

• Logistics Automation Winners Will Be Services, Not Software (Zach Fredericks & Brad Svrluga, Primary)

• My Biggest Failed AI Investment Thesis(Rob May, GP @ Half Court Ventures)

Industry Developments & Analyses

• The Next Phase of Competition in AI (Rak Garg & Daniel LaBruna, BCV)

• Wearable Healthcare Technology: Transforming Health from a Startup Perspective (Amit Kini, VC @ Lotus Capital)

• Banking Reimagined: How generative AI reshapes the customer banking journey (Foundation Capital Team)

• The IRA has redefined the climate industry. An election won't change that. (John Tough, MD @ Energize)

Guides, Case Studies, and Best Practices for Operating

• What it takes to win building AI applications (Samit Kalra, Partner @ 1984)

• From selling access to selling work (and what it means for you) (Kyle Poyar, Partner @ Tremont)

• How to Build a Billion-Dollar Marketplace — Do’s and Don’ts (First Round Review)

• The Pipeline Metrics That Matter (David Sacks & Ethan Ruby, Craft Ventures)

• Four Tricky VC Questions and How To Handle Them (Rob Go, GP @ NextView)

• How to Hire an Executive (Vinod Kholsa, Founder @ Khosla Ventures)

Additional Reads

• Writes and Write-Nots (Paul Graham, Founder @ Y Combinator)

• Lessons from Palantir in the AI Age (Joe Lonsdale, GP @ 8VC)

• Clunky copilot or benevolent boss? Why I believe AI should prompt us (Sri Chandrasekar, MP @ Point72 Ventures)

• Reassessing Incumbent Data Gravity In AI (Akash Bajwa, Principal @ Earlybird)

• How AI is Rewriting the SaaS Playbook (Soma Somasegar & Sabrina Wu, Madrona Ventures)

• Different Strokes For Different Folks (Kyle Harrison, GP @ Contrary)

• Power & Technology (Michael Dempsey, GP @ Compound)

• Five key learnings from Google’s antitrust ruling (Tanay Jaipuria, Partner @ Wing)

Resources & more

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