#167 | Startup Requests, AI Stack, Frontier Tech Survey, & more
Feb 12th–18th | The latest from YC, NEA, Bessemer, Craft Ventures, Battery, and others
Welcome to our new subscribers! 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
YC's latest Request for Startups (yCombinator Team)
Why Creativity is AI's Number One Use Case (Ann Bordetsky & James Kaplan, NEA)
Industry Developments & Analyses
Small models, big impact: SLMs vs. LLMs (Janelle Teng, VP @ Bessemer)
The AI Simple Stack (Mike Marg & Justin Reidy, Craft Ventures)
Who Pays for Healthcare AI (Morgan Cheatham, VP @ Bessemer)
Deepwater Frontier Tech Survey 2024 (Deepwater Team)
Guides, Case Studies, and Best Practices for Operating
Advice from legendary tech founders (Sammy Abdullah, GP @ Blossom Street)
The ultimate guide to willingness-to-pay (Lenny Rachitsky)
Let’s Talk About Repricing Stock Options (Dharmesh Thakker & Jason Mendel, Battery)
Why an Early IPO is in the Best Interest of Each and Every Founder (Massimo Sgrelli, GP @ Lombardstreet)
Excitement and Hesitation (Brendan Baker, Partner @ Ridge Ventures)
Navigating the SaaS Pricing Odyssey (Andreas Panayiotou & Kyle Poyar for Earlybird)
Additional Reads
On Scope Creep & ZIRP Lessons (Michael Dempsey, GP @ Compound)
The Art of Keiretsu (Rick Zullo, GP @ Equal Ventures)
When Standalone AI Apps Meet Existing Systems of Record (Charles Hudson, GP @ Precursor)
Hackers or Heroes? (Rob Go, GP @ NextView VC)
The Longest View (Dez Fleming, VC @ FirstMark)
Software Production Functions and Recombining Ideas (Akash Bajwa, VC @ Earlybird)
Consumer Brands and Essential Inputs (Craig Shapiro, GP @ Collaborative)
The Huberman-ization of America (Rex Woodbury, MP @ Daybreak)
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