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

• Current Ideas and investment wishlist (Jordan Cooper, GP @ Pace Capital)

• From Middlemen to Machines: The New Economic Order (Meera Clark, Partner @ Redpoint)

• The Next $100B Cybersecurity Opportunity (Menlo Team)

Industry Developments & Analyses

• 2025 Annual Consumer Trend Report (Forerunner Team)

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

• Humanoids, VLAs, and the Race to Build Robots That Can Do Anything (Jasper Platz, VC @ G2VP)

• AI Raises a Big Question, but Legacy Industries Have Already Answered It (Jackie DiMonte, GP @ Grid)

• A Deep Dive Into MCP and the Future of AI Tooling (Yoko Li, VC @ A16Z)

• From Diagnosis to Treatment: Unlocking Potential with Generative AI (7wire Ventures)

Guides, Case Studies, and Best Practices for Operating

• The Truth About Founder-Led Sales (Euclid Ventures)

• Marketing in the AI era: Ben Slater (Akash Bajwa, Principal @ Earlybird)

• Use Capital as a Weapon, Not Oxygen (Rob Go, GP @ NextView VC)

• Spend the money. (Yoni Rechtman, Principal @ Slow)

• Assessing your B2B Pipeline (Sammy Abdullah, GP @ Blossom Street)

• The Pivot to Product-Market Fit: How Plaid, Clay, Lattice & Other Startups Broke Out (First Round)

• Professional Services: The Secret to Scaling Enterprise (AI Agent) Startups (Patrick Salyer, Partner @ Mayfield)

Additional Reads

• On the Lifecycle of Industries (Eric Flaningham, VC @ Felicis)

• Why Now Is a Special Time for Young Founders (Eric Zhou & Zach Cohen, A16Z)

• How a Venture Fund (Ours!) Actually Works With Their LPAC (Hunter Walk, GP @ Homebrew)

• VCs Eating PE with AI (Wendy Xiao, Partner @ Northzone)

• AI In Private Equity: A Framework For Evaluation (Rob May, GP @ Half Court)

• AI phone calling for verticals (Max Abram, VP @ Scale)

Notes:

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