Discover more from The SandHill.io Newsletter
VC Theses #137 | The Next Frontier, Developing Defensibility, Trophy Jobs, & more
July 17th–24th | Insights from A16Z, Anthemis, Compound, Madrona, OpenView and others
Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 650+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
This edition of SandHill.io is brought to you by Tegus, an insights platform with more than 50,000 investor-led call transcripts. Sign up today for a 14-day free trial.
Investment Themes, Theses, & Outlooks
The Next Frontier for Large Language Models is Biology (Rob Toews, Partner @ Radical VC)
What Matters Today (D'Arcy Coolican, Angel Investor)
The NeverEnding Game: How AI Will Create a New Category of Games (Jonathan Lai, GP @ A16Z)
Industry Developments & Analyses
Dynamic Commerce: Building in a Shifting Landscape (Bukie Umeano, VC @ Anthemis)
Europe could be on the cusp of a robotics golden era. Here’s why. (Alex Rohregger, VC @ Picus)
The Dark Forest of R&D and Capital Deployment in AI (Michael Dempsey, GP @ Compound)
The State of Autonomous AI Agents (Dean Meyer, VC @ Vine Ventures)
AI Cannot Solve QWERTY Problems (Rob May, Partner @ AI Operators Fund)
The End of the Beginning? (Vivek Ramswami & Sabrina Wu, Madrona)
Guides, Case Studies, and Best Practices for Operating
When to Dig a Moat (Packy McCormick, GP @ Not Boring)
On revenue, gross profit, and profitability (Nikhil Basu Trivedi, GP @ Footwork)
How to Build a Defensible AI Startup in 2023 (Vivian Cheng, VC @ CRV)
Your guide to SaaS product metrics (Kyle Poyar, Partner @ OpenView)
How much should you pay yourself? (Christoph Janz, MP @ Point Nine)
Why Most Founders Don't Raise Enough Money (Abhishek Maran, VC @ Rampersand)
Trophy Jobs (Anu Atluru, Angel Investor)
Snowflake vs. Databricks: Two cloud giants battling in the AI domain (Sabrina Wu & Vivek Ramaswami, Madrona)
The Wrath of Reading & Writing (Kyle Harrison, GP @ Contrary)
Rich and Anonymous (Morgan Housel, Partner @ Collaborative Fund)
Barbie and the AI-Generated Internet (Rex Woodbury, Partner @ Index)
Experience vs. Expertise (Chris Neumann, GP @ Panache Ventures)
The Economic Case for Trade (Erik Torenberg, GP @ Village Global)
A whole new world, if we can take it. (Vikram Arun, Analyst @ BlockTower)
Thank You to Tegus for Sponsoring
This edition of SandHill.io is brought to you by Tegus. The Tegus platform empowers VCs to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis with a 14-day free trial.
Did we miss something?
We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.
We’d really appreciate it if you shared it with a friend who would find it valuable.
Did someone send you this email? Subscribe below.