#182 | The End of Software, AI Voice Agents, & more
#182 | The End of Software, AI Voice Agents, & more
May 27–June 2nd | Insights from Pace Capital, A16Z, Daybreak, Menlo Ventures, Contrary, 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
The End of Software (Chris Paik, GP @ Pace)
Hi, AI: Our Thesis on AI Voice Agents (Olivia Moore & Anish Acharya, A16Z)
Industry Developments & Analyses
The "Egg Theory" of AI Agents (Rex Woodbury, MP @ Daybreak)
No Weak Links: Collaboration Will Strengthen the Supply Chain (Steve Sloane & Feyza Haskaraman, Menlo)
The Where and When of Data Center Construction (Kevin Stevens, Partner @ Energize)
Why I Don't Invest in AGI - It's Not The Biggest Economic Opportunity (Rob May, GP @ Half Court)
The Tail That Wags The Dog (Kyle Harrison, GP @ Contrary)
Unlocking Our Genetic Code (Jessie Harris, VP @ TXV Partners)
The RAG Stack: Featuring Knowledge Graphs (Akash Bajwa, VC @ Earlybird)
Guides, Case Studies, and Best Practices for Operating
How Venture Debt helps founders and VCs maximise equity returns (Rahil Gandhi, Manager @ Mountside)
The Startup Tech Stack (Ollie Forsyth, Manager @ Antler)
Why you (probably) shouldn't create a new category (Kyle Poyar, Partner @ OpenView)
How to raise Seed and Series A capital (John Vrionis, GP @ Unusual VC)
The Importance of Multi-Stage Thinking for AI-native Startups(Abhishek Maran, VC @ Rampersand)
Additional Reads
What Most (Series A/multistage) Investors Get Wrong At Seed (Yoni Rechtman, Principal @ Slow)
Market Sizing in Vertical Software (Euclid Ventures Team)
Building the World's Best Venture Firm (Demren Sinik, VC @ Vine)
How to Get a Job at a Venture Studio (Ben Yoskovitz, Partner @ Highline Beta)
A Note on “Equity” and Captured Institutions (Joe Lonsdale, GP @ 8VC)
Redefining Seed (Moonfire VC Team)
Technical CEO’s have better multiples than Business CEO’s (Sammy Abdullah, GP @ Blossom Street)
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