#199 | Theses for Q4 2024, Business of Women's Sports, & more

Sept 29th | The latest from Cowboy, Bessemer, Benchmark, Wing, 7wire, 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, Theses, & Outlooks

• Where We are Excited Heading into Q4 2024 (Jillian Williams, Partner @ Cowboy)

• Healthcare AI Thesis Update (Morgan Cheatham, VP @ Bessemer)

• Thinking through the future for LLM companies... and what this means for B2B AI startups (Sarah Tavel, GP @ Benchmark)

• The SaaS Era is Over; Software is a Business Tool not a Business Model (Sam Lessin, GP @ Slow)

Industry Developments & Analyses

• Here Come the Girls: The Business of Women’s Sports (Jessie Harris, VP @ TXV Partners)

• State of Enterprise Tech Spending (Battery Ventures team)

• The AI Advantage: 8 conditions for AI-powered service business to shine (AfterWork Ventures team)

• AI's Impact on Software: Disruption or Expansion? (Tanay Jaipuria, Partner @ Wing VC)

• The agent economy (Dan Bartus & Mischa Vaughn, Felicis)

• Security in the World of AI (Ayla Jeiroudi, VC @ Lotus Capital)

• Bridging the Rural-Urban Divide (7wire Ventures Team)

• How AI Agents Are Driving the Next Wave of Enterprise Automation (Menlo Ventures team)

Guides, Case Studies, and Best Practices for Operating

• What to Expect After a Successful First Pitch (David Beisel, GP @ NextView)

• Here’s How to Win Business in the Gen AI Era (A16Z Team)

• ICP marketing done right (Kyle Poyar, Partner @ OpenView)

• Enterprise Vertical SaaS: Lessons from the Titans (Gabby Cazeau & Alivia Jiang, Harlem Capital)

• Measuring and growing SaaS cohorts (Sammy Abdullah, GP @ Blossom Street)

Additional Reads

• Building a Body of Work: Beyond the Track Record (David Beisel, GP @ NextView)

• You're Not the Same Fund Manager You Were When You Started (Charles Hudson, GP @ Precursor)

• AI's Privilege Expansion (Rex Woodbury, MP @ Daybreak)

• The AI-First Roll-Up (Euclid Ventures team)

• The unlimited budget of AI: major spend shaping productivity and our economy (Gaby Lorenzi, VC @ Primary)

• The Apprenticeship Litmus Test (Kyle Harrison, GP @ Contrary)

• Signal vs. Noise, Market Efficiency, & Evolving Alpha (Michael Dempsey, GP @ Compound)

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