#192 | Attractive Markets for AI, the Buyout Frenzy, & more
#192 | Attractive Markets for AI, the Buyout Frenzy, & more
Aug 11th | The latest from Theory Ventures, Sequoia, Equal, Thomvest, Altimeter, 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, Industry Developments, & Analyses
The 3 Attributes of an Attractive Market for AI (Tomasz Tunguz, MD @ Theory)
The CPG Dilemma (and Opportunity) (Chelsea Zhang, Principal @ Equal Ventures)
The Perfect Storm: Understanding the Current State of Home Insurance (Nima Wedlake, MD @ Thomvest)
Steel, Servers and Power (David Cahn, GP @ Sequoia)
The Buyout Frenzy in Vertical SaaS (Euclid Ventures Team)
Why Meta & Google may win Consumer AI, before ChatGPT does (Apoorv Agrawal, Partner @ Altimeter)
Guides, Case Studies, & Best Practices for Operating
Unlocking Project Finance for ClimateTech: A Founder’s Guide to Bankability (Sabeeha Islam, VP @ Munich Re Ventures)
Ethan Smith: The power of internal linking for SEO (Lenny Rachitsky)
Make an Org Chart You Want to Ship (First Round Review)
Your guide to GTM metrics 2.0 (Kyle Poyar, Partner @ OpenView)
Additional Reads
Playing Offense vs. Defense (David Beisel, GP @ NextView)
AI Takeoff, Global Conflict, and Positioning for the Post-AGI Game Board (Michael Dempsey, GP @ Compound)
Are we entering the golden era of AI productivity? (Ryan Shannon, VC @ Radical Ventures)
Big Tech's Guide to "M&A" in AI (Tanay Jaipuria, Partner @ Wing VC)
What Comes Before Zero to One? (Ben Yoskovitz, Partner @ Highline Beta)
Inventing Teleports (Ary Vaidya, Investor @ Kyber Knight Capital)
Habit Forming and Compounding – The Lindy Principle (Rick Zullo, GP @ Equal Ventures)
The Age of the Pseudo-Acquisition? (Vivek Ramaswami & Sabrina Wu, Madrona)
Did we miss something?
We’re now pulling posts from over 700+ newsletters and blogs (full list here). Let us know if you notice something we miss and we'll include it in the next digest. Just respond to this email with the URL.