#181 | AI Unlock for SMBs, Forces Shaping Commerce, & more
#181 | AI Unlock for SMBs, Forces Shaping Commerce, & more
May 20–26th | Insights from Primary, Founders Fund, Greylock, Emergence, 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
AI unlocks the small businesses legacy SMB tech can't acquire (Jason Shuman, GP @ Primary)
The 10 Forces Shaping Commerce (Rex Woodbury, MP @ Daybreak)
The Computational Biology Revolution (Anna-Sofia Lesiv, Contrary)
The future of foundation models is closed-source (John Luttig, Partner @ Founders Fund)
Industry Developments & Analyses
The age of sustainable progress: Rebuilding our systems of production (Julien Lepleux, Principal @ Bleu Capital)
Accelerating data wars in AI (Akash Bajwa, VC @ Earlybird)
The Two Pillars of Climate Tech (G2VP Team)
Finally, a bill that helps our industry: why, how, and what to do (A16Z Crypto Team))
Guides, Case Studies, and Best Practices for Operating
Founder Docs (Wing Ventures Team)
SaaS Early-Growth: the Journey from $1 to $10 Million ARR (Yoni Levy, VC @ Israel Growth Partners)
The Essential Do’s and Don’ts of Adding Strategic Investors to Your Cap Table (Yair Reem, Partner @ Extantia)
Raise With Confidence (Abhishek Maran, VC @ Rampersand)
Terms to watch in an LOI (Sammy Abdullah, GP @ Blossom Street VC)
How To Price A Data Asset (Abraham Thomas, Angel Investor)
Additional Reads
Introducing: Beyond Benchmarks 2024 (Joe Floyd, GP @ Emergence)
Code Smarter, Not Harder (Corinne Riley, Partner @ Greylock)
The 5 Business Models of Vertical Software (Euclid Ventures Team)
Owning the Workflow in B2B AI Apps (Zeya Yang, VC @ A16Z)
We Need More Founders (Ben Yoskovitz, Partner @ Highline Beta)
Are AI Companies Valued Differently Than Non-AI Companies? (Tomasz Tunguz, MD @ Theory)
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