#187 | New Ideas for AGI, Defense 2.0, Little Tech Agenda & more

July 7th | The latest from Sequoia, Chamath, Marc Andreessen, Energize, 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.

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Investment Themes & Industry Analyses

• New Ideas for AGI (Sonya Huang & Pat Grady, Sequoia)

• Rumors of the death of software are greatly exaggerated (Christoph Janz, MP @ Point Nine)

• Q2 SaaS Multiples Down Materially (Sammy Abdullah, GP @ Blossom Street)

• Deep Dive: Defense 2.0 (Chamath Palihapitiya, GP @ Social Capital)

• Addictive or Additive: The Nicotine Debate (Jessie Harris, VP @ TXV Partners)

• Climate Solutions: The Meteoric Rise of Solar Power (John Tough, GP @ Energize)

• The State of Vertical SaaS in Europe (Alexandre Dewez, VP @ Eurazeo)

Guides, Case Studies, and Best Practices for Operating

• Counterintuitive advice for building AI products (Lenny Rachitsky & Kyle Poyar)

Additional Reads

• The Little Tech Agenda (Marc Andreessen & Ben Horowitz, A16Z)

• The Money Behind The Money: LP Trends In Global VC (Alex Lazarow, MP @ Fluent Ventures)

• The Groucho Marx Mandate (Kyle Harrison, GP @ Contrary)

• Constant Application of Force (Alfred Lin, GP @ Sequoia)

• Don’t Get Too Cute (Kevin Stevens, Partner @ Energize)

• How to Design a Corporate Venture Studio (Ben Yoskovitz, Partner @ Highline Beta)

• Navigating Corporate Venture Capital in 2024 (Jonathan Hollis, MP @ Mountside Ventures)

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