#178 | Real Estate Rush, Manufacturing AI, & more
April 29–May 5th | Insights from FirstMark, Bessemer, Craft Ventures, and others
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
Real Estate: Ghost Town or Gold Rush? (Adam Nelson, GP @ FirstMark)
Service is the new SaaS (Dez Fleming, VC @ FirstMark)
AI in Manufacturing Software (Daniel Rodriguez & Gabby Cazeau, Harlem Capital)
Industry Developments & Analyses
Green concrete market overview (Iris ten Have, VC @ Extantia)
The Future of Cloud-Native Identity Security (Francis Odum, Alex Krongold, & Daniel Bartus)
What’s driving the Data Shift Right market? (Amit Karp, Yael Schiff, & Lindsey Li, Bessemer)
The new fintech stack is... open source? (Matt Brown, Partner @ Matrix)
The Next Wave of Consumer Startups (Ishan Sinha, Partner @ Point72 Ventures)
Closing the Capability Gap (Nkechi Iregbulem, Principal @ MVP Ventures)
Navigating Barriers to Generative AI Adoption in Enterprises (Anik Bose & Katya Evchenko, BGV)
How AI apps make money (Kyle Poyar, Partner @ OpenView)
Guides, Case Studies, and Best Practices for Operating
Buy and Build — a New Playbook for AI Entrepreneurs (Brian Murray, Partner @ Craft Ventures)
ServiceNow - Scaling to $10bn in ARR (Chirag Modi & Alexandre Dewez)
Managing Your Facility and Tools to Automate the Process (David Haber, Melissa Wasser, & JJ Yu, A16Z)
SaaS Learnings from Rubrik’s IPO (Sammy Abdullah, GP @ Blossom Street VC)
Hot Tips for Piquing Our Interest With Your Cold Emails (Massimo Sgrelli, GP @ Lombardstreet)
Additional Reads
On the power law of Y Combinator startups (Jared Heyman, VC @ Rebel Fund)
Margin Wars in AI: Nvidia's Interchange Rate (Akash Bajwa, VC @ Earlybird)
The Importance of Routine and Having Habits that Stick (Jessie Harris, VP @ TXV Partners)
The Factors Impacting NVIDIA's Defensibility (Rob May, Partner @ AI Operators Fund)
Massive Acquisitions in Software Startups (Tomasz Tunguz, MD @ Theory)
Strategic Acquirers don’t pay more (Sammy Abdullah, GP @ Blossom Street)
Tough Tradeoffs and the Energy Transition (Kevin Stevens, Partner @ Energize)
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