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

• Acrew’s Health Thesis (Acrew Capital)

• Big Ideas in Tech for 2025 (A16Z Team)

• “AI Inside” Opens New Markets for Vertical SaaS (Angela Strange & James da Costa, A16Z)

• AI and the Next Generation of Vertical Software (Lisa Xu, Partner @ Threshold Ventures)

Industry Developments & Analyses

• 10 Charts That Capture How the World Is Changing (Rex Woodbury, MP @ Daybreak)

• How Generative AI is Transforming Healthcare (Kahini Shah, Partner @ Obvious)

• Ten ways we can use technology to reduce health inequity (Francesca Warner, Partner @ Ada Ventures)

• Financial services has a data problem (Nicole Shimer & Elan Arnowitz, Insight)

• From Alert Hell to AI Autopilot: How AI Is Reshaping IT, QA, and Incident Response (Astasia Myers & Tobi Coker, Felicis)

• Gene Editing and Therapy Within Personalized Medicine (Amit Kini, VC @ Lotus Capital)

• Security Myths and Misconceptions (Michael Parker & John Cowgill, Costanoa)

• The Cybersecurity Frontier: Market Trends and Industry Leaders (Tom Savage, VC @ Mountside Ventures)

Guides, Case Studies, and Best Practices for Operating

• The Scale Marketing Framework (Craig Rosenberg & Maria Pergolino, Scale)

• Fundraising When You’ve Been at It for a While (David Beisel, GP @ NextView)

• Layoffs done the right way (Sammy Abdullah, GP @ Blossom Street VC)

• The definitive product positioning framework (Kyle Poyar, Partner @ Tremont)

Additional Reads

• Our Source of Truth on Marketplaces (Jason Bornstein & Mengmeng Fu, Forerunner)

• Three Future States of the Early-Stage VC Ecosystem (Charles Hudson, GP @ Precursor)

• Finite and Infinite Mindsets (Alfred Lin, GP @ Sequoia)

• Business model invention in the AI era (Bessemer Team)

• The VC x PE Supercycle (Yoni Rechtman, Principal @ Slow)

• A software girl in a hardware world (Gaby Lorenzi, VC @ Primary)

• Find and Replace "Differentiation" (Shravan Narayen, Partner @ IVP)

Resources & more

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