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

• Vertical AI: how industry-specific intelligence is transforming the business landscape (White Star Capital)

• The White Collar Revolution (Tomasz Tunguz, MD @ Theory)

Industry Developments & Analyses

• How AI Is Rewriting the SaaS Playbook (Vivek Ramaswami & Sabrina Wu, Madrona)

• Deep Dive: Understanding Federal Agencies (Chamath Palihapitiya, GP @ Social Capital)

• Exploring the Promise of Personalized Medicine (Amit Kini, VC @ Lotus Capital)

• Inside the Coming AI Market “Supercycle” and How Cloud Startups Can Benefit (Battery Ventures team)

• The plummeting cost of intelligence (Tanay Jaipuria, Partner @ Wing)

Guides, Case Studies, and Best Practices for Operating

• How to build your GTM strategy from scratch (Kyle Poyar, Partner @ Tremont)

• The secrets to pricing payments in vertical software (Matt Brown, Partner @ Matrix)

• On the Dangers of Automating What Should Be Human (Youssef Kalad, VC @ AlleyCorp)

• Are Board Observers A Good Idea For A Startup? (Kip Knight, Partner @ Thomvest)

Additional Reads

• The End Of ARR (Akash Bajwa, Principal @ Earlybird)

• AI for Startups (Ben Horowitz, Brad Smith, Marc Andreessen, & Satya Nadella)

• The Coming Venture Capital Reset (Morgan Livermore, Partner @ Supercruise)

• Risk Tolerance is Earned (Abhishek Maran, VC @ Rampersand)

• Want to start the next billion-dollar AI company? Seven frameworks for AI-enabled vertical SaaS (Wayne Hu, Partner @ SignalFire) 

• A case for optimism in the age of AI (Gaby Lorenzi, VC @ Primary)

• The Innovation Imperative for the New Administration (Steve Case, CEO @ Revolution)

• Five Things We Look for in AI-First Security Companies (Menlo team)

Resources & more

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