#184 | Vertical AI, Fintech Retrospective, Climate Optimism, & more
#184 | Vertical AI, Fintech Retrospective, Climate Optimism, & more
June 16th | Insights from F-Prime, FJ Labs, Bessemer, Grid Cap, 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 Future of AI is Vertical (Euclid Ventures Team)
Roadmap: AI Infrastructure (Bessemer Team)
Industry Developments & Analyses
A Fintech Retrospective (David Jegen & Sarah Lamont, F-Prime)
Climate Optimism (Fabrice Grinda, Partner @ FJ Labs)
Psychedelic Mental Health: Crazy, Controversial, and Compelling (Jessie Harris, VP @ TXV Partners)
Fixing Industrial Productivity: How AI Will Revitalize Our Workforce (Jackie DiMonte, GP @ Grid Cap)
Q1 SaaS metrics show stabilizing trends (Sammy Abdullah, GP @ Blossom Street)
The Consumer Renaissance (Part II) (Rex Woodbury, MP @ Daybreak)
Guides, Case Studies, and Best Practices for Operating
Equipping Marketers for The New Era of Measurement (Battery Ventures Team)
How Calendly overhauled their product-led sales motion (Kyle Poyar, Partner @ OpenView)
Additional Reads
Why Fundraising is Easy for Some and Hard for Others (Abhishek Maran, VC @ Rampersand)
How to Back or Build The New Thing (Yoni Rechtman, Principal @ Slow)
Regret Porn (Kyle Harrison, GP @ Contrary)
Unpacking Software Softness (Tanay Jaipuria, Partner @ Wing VC)
Useful and Overlooked Skills (Morgan Housel, GP @ Collaborative Fund)
You’re Killing Me… (Michael Greeley, GP @ Flare Capital)
SaaS Spend as a Percent of Revenue in 2023 (Sammy Abdullah, GP @ Blossom Street)
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