#171 | The Materials Revolution, Tech & Interest Rates, & more
#171 | The Materials Revolution, Tech & Interest Rates, & more
March 11–17th | The latest from Collaborative Fund, NextView, Equal, Precursor, 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, & Industry Analyses
The Future Is Now: Pioneering the Sustainable Materials Revolution (Ashika Kalra & Emily Stoler, Collaborative Fund)
The AI application age: Meet functional analysts, the new vertical SaaS (Molly Welch, VC @ Radical Ventures)
Future of Healthcare: Personalized, Human-Centered & AI-augmented (Matias Salonen, VC @ byFounders)
Why are tech companies more sensitive to interest rates? (Ryan Shannon, VC @ Radical Ventures)
Growing fast with atoms (Seth Bannon, Partner @ Fifty Years)
Surf's Up (Rex Woodbury, MP @ Daybreak)
Guides, Case Studies, and Best Practices for Operating
A Playbook for Value Creation: Wedge, Flywheel, Moat, Expand (Rick Zullo, GP @ Equal Ventures)
Designing for Industrial Scale (Brett Bivens, ex-Head of Research @ Prima Materia)
From 0 to 10 million users in four years (Kyle Poyar, Partner @ OpenView)
Stop hiring candidates in your sector (Sammy Abdullah, GP @ Blossom Street)
Building Something Boring? Generative AI Will Find You. (Brendan Baker, Partner @ Ridge Ventures)
Additional Reads
The Changing Nature of Pre-Seed Syndication (Charles Hudson, GP @ Precursor)
Intellectual Seat Belts (Kyle Harrison, GP @ Contrary)
In 2024, It's 1999 and 2001 at the Same Time (Lee Hower, Partner @ NextView)
16 Questions I Ask Founders When Investing at an Early Stage (Ben Yoskovitz, Partner @ Highline Beta)
The Nuance Of Platformisation (Akash Bajwa, VC @ Earlybird)
Where Have All the Green Dots Gone? (Battery Ventures Team)
Changes To Investing In AI: Why I'm Moving Away From Early Stage Investing and Analysis (Rob May, Partner @ AI Operators Fund)
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