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

• America’s Industrial Reboot: A Massive Tech Opportunity (Armin Kohan & Sri Viswanath, Coatue)

• Agents-powered B2B marketplaces (Louis Coppey, VC @ Point Nine)

• The ChatGPT Prompts That Can Be $1B+ Companies (Rex Woodbury, MP @ Daybreak)

Industry Developments & Analyses

• Billing Infrastructure in the Age of Co-pilots and AI Agents (Adrian Radu, Partner @ Lightspeed)

• Stranded Energy and Zombie Servers in Data Centers (G2VP Team)

• The Headfake of Vertical AI: Supply Chain Edition (Chelsea Zhang, Principal @ Equal)

• Cultural Vibrations – Shifting Ground 2025 Report (Hannah Grey Team)

• Voice AI will change how we bank (James da Costa & Angela Strange, A16Z)

• Primed for reinvention: Video intelligence industry moves to the cloud (Insight Partners)

• Hello, World Models! (Moritz Baier-Lentz & Faraz Fatemi, Lightspeed)

Guides, Case Studies, and Best Practices for Operating

• The Complete Guide to SaaS Pricing Strategy (Tomasz Tunguz, MD @ Theory)

• Compounding Competitive Advantage, Part I (Pratyush Buddiga, Partner @ Susa Ventures)

• A very tactical guide to ABM in 90 days (Kyle Poyar, Partner @ Tremont)

• 6 lessons from top execs as they build the future of AI (Insight Partners)

• The Scale Sales Development Framework (Kristina McMillan & Craig Rosenberg, Scale)

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

Additional Reads

• The VC Fund Checklist: What LPs Look for Before Investing (James Heath, Principal @ dara5)

• What if the Current Tech IPO Drought isn't a Drought but the New Normal for Venture? (Charles Hudson, GP @ Precursor)

• AI is Solving SaaS' Adoption Problem (Euclid Ventures)

• Reflecting On My Investment Mistakes (David Beisel, GP @ NextView)

• From survival to strength: Startups reaccelerate growth into 2025 (Dale Chang & Chris Young, Scale)

• A cornucopia of takes (Yoni Rechtman, Principal @ Slow)

• Agent Experience, MCP traction and the end game for Foundation Models (Akash Bajwa, Principal @ Earlybird))

Notes:

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