#183 | AI Revolutionizing Law, The Consumer Renaissance, & more
June 9th | Insights from Battery, CRV, Madrona, Menlo, Greylock, 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 New Code of Law: How AI Will Revolutionize the Legal Sector (Battery Ventures Team)
Equal's POV on Investing in Retail & Supply Chain (Chelsea Zhang, Principal @ Equal Ventures)
Industry Developments & Analyses
Much ado about AI (Anna Khan, GP @ CRV)
Is the Software Market in Trouble? (Tomasz Tunguz, MD @ Theory)
The Consumer Renaissance (Rex Woodbury, MP @ Daybreak)
AI Agents Market Map (Ollie Forsyth, Manager @ Antler)
The Rise of AI Agent Infrastructure (Jon Turow, Partner @ Madrona Ventures)
Creator Economy - The Next Phase of Media (Chamath Palihapitiya, GP @ Social Capital)
Say Hello to My New AI Marketer (Seema Amble & Jeff Silverstein, A16Z)
Diagnostic Overload: The Era of Consumer Health Testing (Jessie Harris, VP @ TXV Partners)
Guides, Case Studies, and Best Practices for Operating
Early-Stage Sales: Four Tips for Startups (Naomi Ionita & Raph Parker, Menlo)
Percent of SaaS revenue for R&D, S&M, COGS, and G&A (Sammy Abdullah, GP @ Blossom Street VC)
Systems and Standards of GTM Excellence (Tom Levey, GTM Advisor @ Greylock)
Why Pricing and Packaging Matters More When You’re Launching Your Second Product (Tugce Erten, GP @ A16Z)
Introducing the Revenue-Quality Podium: How Revenue Mix Drives Value for Industrial Tech and Life-Science Tools Companies (Battery Ventures Team)
Additional Reads
Why Innovation Unfolds Counter-Intuitively (Rob Go, GP @ NextView VC)
Why It's Hard for Small Venture Funds to "Play the Game on the Field" in AI Investing (Charles Hudson, GP @ Precursor)
Real-time payments in 1,000 words (Matt Brown, Partner @ Matrix)
Takeaways from OpenAI and Google's May announcements (Tanay Jaipuria, Partner @ Wing VC)
Early Stage VC Incentives (Paraj Mathur, VC @ BIP Ventures)
Ramp and the AI Opportunity (Packy McCormick, GP @ Not Boring)
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