#186 | AI-Powered Service Firms, Vertical SaaS in '24 & more
#186 | AI-Powered Service Firms, Vertical SaaS in '24 & more
June 30th | The latest from Forerunner, Sequoia, Emergence, Bessemer, 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 Emergence of AI-Powered Services Firms (Alex Brussell & Brian O'Malley, Forerunner)
AI Compound Lever (Sonya Huang & Pat Grady, Sequoia)
Industry Developments & Analyses
The AI Plateau Is Real — How We Jump To The Next Breakthrough (Gordon Ritter & Wendy Lu, Emergence)
A Financing Fiasco: Making Batteries Bankable (Grace Penders & Rick Zullo, Equal Ventures)
SaaS: Have reports of my death been greatly exaggerated? (Janelle Teng, VC @ Bessemer)
Vertical Software in 2024 (Louis Coppey, Partner @ Point Nine)
The unsung hero of the energy transition: The case for bioenergy (Sebastian Heitmann, Co-Founder @ Extantia Capital)
How Digital Health is Catalyzing Change in Weight Management (7wire Ventures Team)
Software-Enabled-Hardware and Hardware-as-a-Service business models (Bilal Zuberi, GP @ Lux Capital)
Guides, Case Studies, and Best Practices for Operating
The Startup as Insurgent — Reflections of a Former Founder (Marcus Ryu, Partner @ Battery)
How to go from Seed to Series A to Series B (Manan Modi, Venture Partner @ Four Acres)
Six Elements of Pipeline: Radically Rethinking the Role of Marketing in the Pipeline Process (René Boncvanie, EIR @ Battery)
General management, functional, and hybrid models: Which org design works best for top companies? (Lenny Rachitsky)
How ClickUp blends PLG and sales-assist (Kyle Poyar, Partner @ OpenView)
Additional Reads
Building for the real world (Sam Smith-Eppsteiner & Thilo Braun, Innovation Endeavours)
How Much Revenue Must a Company Generate to IPO? (Tomasz Tunguz, MD @ Theory)
The Goldilocks Zone (Packy McCormick, GP @ Not Boring)
Unpacking Apple Intelligence (Tanay Jaipuria, Partner @ Wing VC)
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