#197 | The next industrial revolution, Matching AI budgets with hype, & more
#197 | The next industrial revolution, Matching AI budgets with hype, & more
Sept 15th | The latest from Insight, BBG, Flare, F-Prime, USV, 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 next industrial revolution: How software is shaping the future of production (Arjun Mehta & Minna Fingerhood, Insight Partners)
The Future of Work: Rethinking Retirement (Susan Lyne & Carol Isaacs, BBG Ventures)
The Next Big Data Gold Rush: Why Vertical AI Needs Specialized Data Providers Now (Sebastiaan Vaessen, Partner @ Coalition)
Industry Developments & Analyses
Where do Healthcare Budgets Match AI Hype? A 10-Year Lookback of Funding Data (Parth Desai & Jake Rubin, Flare Capital)
The State of Banking Report (David Jegen, MP @ F-Prime)
From the Home to the Assembly Line, Equipment Tech Innovations Are Enhancing the Built World. (Matt McElhattan & George Xu, Munich Re Ventures)
A Look Into Robotics Evolving Market Landscape (Amit Kini, VC @ Lotus Capital)
AI Capex: Don’t Miss the Trees for the Forest (Brandon Gleklen, Principal @ Battery)
Guides, Case Studies, and Best Practices for Operating
Veeva Systems: A Vertical SaaS Champion (Chirag Modi, Principal @ MMC)
From random to unified GTM in 30 days (Kyle Poyar, Partner @ OpenView)
“The MVP/ICP Handshake”: How to move from founder-led to AE-led sales (Joe DiMento, Head of Customer Dev @ BCV)
Additional Reads
Startup Mortality Rates (Fred Wilson, GP @ USV)
The “Developing” VC Manager (Farooq Abbasi, GP @ Preface)
Fragmentation and market structure (Yoni Rechtman, Principal @ Slow)
Resignation letter (Jerry Neumann, Founder @ Neu.vc)
The Egg Theory, Applied (Rex Woodbury, MP @ Daybreak)
Thank You, Big Tech: Fueling Next Tech’s AI Innovation (Matt McIlwain, MD @ Madrona)
Deepfakes and the New Era of Social Engineering (Jason Risch, VC @ Greylock)
Unions, Unions Everywhere (Kyle Harrison, GP @ Contrary)
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