#185 | The Future of App Software, State of the Cloud, & more
#185 | The Future of App Software, State of the Cloud, & more
June 23rd | The latest from Sequoia, Primary, Bessemer, AlleyCorp, 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
Goldilocks Agents (Sonya Huang & Pat Grady, Sequoia)
The Future Of Application Software (Akash Bajwa, VC @ Earlybird)
AI 2.0: Introducing Network Effects to the AI Era (Sameer Singh, Breadcrumb)
Industry Developments & Analyses
State of the Cloud 2024 (Bessemer Team)
Scaling Health At Home (Sam Toole & Marisa Bass, Primary Ventures)
SaaS margins continued to improve in Q1 (Sammy Abdullah, GP @ Blossom Street)
What it Takes to Be Valued at >10x Rev (Jamin Ball, Partner @ Altimeter Capital)
Zero Cost Inference (Kojo Osei, VC @ Matrix)
AI’s $600B Question (David Cahn, Partner @ Sequoia)
When to build 0 to 1 (Yoni Rechtman, Principal @ Slow)
Guides, Case Studies, and Best Practices for Operating
Pivoting in the Pre-Seed Phase: A VC Prospective in the GenAI Days (Massimo Sgrelli, GP @ Lombardstreet Ventures)
When and how to run a billboard campaign (Lenny Rachitsky)
Demystifying Crypto Exchange Listings: Strategies for a Strong Listing (Natalie Luu, Partner @ Lightspeed)
How to build a great product delivery team (Travis May, GP @ Shaper Capital)
Steal these brilliant growth tactics (Kyle Poyar, Partner @ OpenView)
Inverting the interview process (Nikunj Kothari, VC @ Khosla)
Additional Reads
The Series A Crunch or the Seedpocalypse of 2024 (Tomasz Tunguz, MD @ Theory)
Apple Intelligence (Marshall Porter, GP @ AlleyCorp)
Where I End and You Begin (Jordan Cooper, GP @ Pace Capital)
From Digital Sandbox To Digital Garden (Kyle Harrison, GP @ Contrary)
Robotics FOMO, Scaling Laws, & Technology Forecasting (Michael Dempsey, GP @ Compound)
Specialists and generalist investors (Yoni Rechtman, Principal @ Slow)
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