#176 | Diagonal SaaS, Service-as-a-Software, & more
#176 | Diagonal SaaS, Service-as-a-Software, & more
April 15th–21st | Insights from IVP, Foundation, Benchmark, Compound, 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
Diagonal SaaS (Shravan Narayen, Partner @ IVP)
AI leads a service-as-software paradigm shift (Joanne Chen & Jaya Gupta, Foundation)
The Next Big Thing in Consumer Security (Eliot Durbin, Partner @ Boldstart)
How I Think About AI Investing in 2024 (Rob May, Partner @ AI Operators Fund)
Industry Developments & Analyses
The Silver Surge (Jessie Harris, VP @ TXV Partners)
AI Will Impact Security More Than The Cloud (Felicis Team)
Risk modeling and the insurance industry (Dave Mullen, VC @ SVB Capital)
Q1 Numbers and the Insurtech Divergence (Abdul Abdirahman & Sarah Lamont, F Prime)
Second-order effects of model and hardware improvements in AI (Akash Bajwa, VC @ Earlybird)
Will AI Automate Everything? (Ben Yoskovitz, Partner @ Highline Beta)
The Shifting Dynamics & Meta-Moats of AI (Michael Dempsey, GP @ Compound)
Guides, Case Studies, and Best Practices for Operating
The (Re)Emergence of Venture Debt(Rahil Gandhi, VC @ Mountside)
The 3 Body Problem (Nkechi Iregbulem, Principal @ MVP Ventures)
Your guide to ARR per employee (Kyle Poyar, Partner @ OpenView)
Building Long-Term Value Through the Cycle (Tidemark)
How to survive the cash vs. product crush (Yair Reem, Partner @ Extantia)
So You Want To Go Enterprise... (Vivek Ramaswami & Sabrina Wu, Madrona)
7 Golden Rules for Generative AI Apps (Menlo VC Team)
Additional Reads
Compound 2023 Annual Letter (Michael Dempsey, GP @ Compound)
Add a Zero (Dez Fleming, VC @ FirstMark)
Oh Say, What is Truth? (Kyle Harrison, GP @ Contrary)
The Market Size Mistake (Tomasz Tunguz, MD @ Theory)
Rolling Thunder of AI Opportunities (Sarah Tavel, GP @ Benchmark)
Unbundling consumer search: query-interface fit (Kojo Osei, VC @ Matrix)
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