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, & 2025 Outlooks

• Three areas of opportunity for AI-powered apps (Jake Flomenberg, Partner @ Wing)

• The Rise of Shared AI Workspaces (John Cowgill, GP @ Costanoa)

Industry Developments & Analyses

• Risk Mispriced, Risk Realized (Daniel Kimerling, MP @ Deciens)

• AI and the Office of the CFO in 2025 (Abby Meyers & N. LoRusso, BCV)

• Healthcare Technology: Never More #@$^* Important… (Michael Greeley, GP @ Flare Capital)

• A few charts on where AI adoption is going (Tanay Jaipuria, Partner @ Wing VC)

• The Intelligent Enterprise: Charting BI's course in the AI age (Chris Zeoli, Partner @ Wing)

• The Platform Evolution Cycle (Jamin Ball, Partner @ Altimeter Capital)

Guides, Case Studies, and Best Practices for Operating

• The AI-Enabled Services Playbook (Jake Saper & Rishub Nahar, Emergence)

• How Much Should I Invest In RevOps? (Mark Regan & Joe Morrissey, A16Z)

• The New Playbook: How AI & Automation Are Reshaping GTM Strategies (Michael Brown, GP @ Bowery)

• Sales for Dummies: Technical Founder Edition (Max Schireson, Partner @ Battery)

• How Consumer Psychology Informs AI Product Design (Rex Woodbury, MP @ Daybreak)

• The surprising patterns behind viral AI products (Kyle Poyar, Partner @ Tremont)

• Auctions in AI : Cost of Capital as a Strategic Advantage (Tomasz Tunguz, MD @ Theory)

Additional Reads

• Simple Advice for Junior Folks in Venture Capital: Don’t Be a Generalist. (Hunter Walk, GP @ Homebrew)

• Big Funds, Bigger Problems: The Flawed Math of Venture at Scale (James Heath, Principal @ dara5)

• Model Context Protocol: AI's TCP/IP (Akash Bajwa, Principal @ Earlybird)

• AI & Technology to Generate Alpha in Private Markets (David Teten, Partner @ Versatile VC)

• Hunger is Not Enough (Abhishek Maran, VC @ Rampersand)

• Against The End of History of Venture Capital (Matthew Mandel, VC @ USV)

• Punched cards, the US Census, and a brief history on data storage. (Gaby Lorenzi, VC @ Primary)

• Breaking the VC Mold (Alex Lazarow, MP @ Fluent Ventures)

Resources & more

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