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

• AI in 2025 (David Cahn, Partner @ Sequoia)

• 2025 Predictions (7wire Ventures)

• Machines will help heal healthcare (Vishal Vasishth, MD @ Obvious)

Industry Developments & Analyses

• 2025 Consumer Trends (Coefficient Capital & The New Consumer)

• AI Investing Landscape: Hype vs Substance (Ben Parr, GP @ Theory Forge)

• The Case for Deregulating US Electricity Markets (Jasper Platz, VC @ G2VP)

• Scaling Semiconductor Performance: Innovations in High-Performance Computing (Ayla Jeiroudi, VC @ Lotus Capital)

• How AI media startups can help solve existential issues for the industry and artists (Ishan Sinha, Partner @ Point72 Ventures)

• The Intelligence Imperative: How AI Went From Feature to Foundation (Tomasz Tunguz, MD @ Theory)

• What even is a data asset? (Ryan Shannon, VC @ Radical Ventures)

Guides, Case Studies, and Best Practices for Operating

• The best growth advice of 2024 (Kyle Poyar, Partner @ Tremont)

• 25 Hard Questions Every Founder Should Ask Themselves (First Round Review)

• What It Takes to Raise a Series B Today (Liz Christo, Partner @ Stage 2)

Additional Reads

• PE is the new great villain (Yoni Rechtman, Principal @ Slow)

• 5 + 1 Predictions for Venture Studios in 2025 (Ben Yoskovitz, Partner @ Highline Beta)

• Invest First, Investigate Later (Zain Rizavi, Principal @ Ridge)

• AI economics, market forces, emerging roles, founder advice (Insight Team)

• FAEM - My Favorite AI Business Model (Rob May, GP @ Half Court Ventures)

• Are AI Labor Replacements a TAM Expansion Vector? (Andrew Ziperski, VC @ Craft)

Resources & more

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