Discover more from The SandHill.io Newsletter
VC Theses #149 | State of AI, Premium SaaS, Fintech in Africa, & more
Oct 9th–15th | Insights from Air Street, Cathay Innovation, VersionOne, OpenView, Battery, 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.
Investment Themes & Industry Analyses
Welcome to the State of AI Report 2023 (Nathan Benaich, GP @ Air Street Capital)
Premium SaaS doesn’t get much premium anymore (Sammy Abdullah, GP @ Blossom Street VC)
The evolution of the Open Source market & how Fair Code is taking over (Abel Samot, VC @ Red River West)
The State Of Fintech In Africa (Alex Lazarow, ex-Partner @ Cathay Innovation)
The power of two: How AI can spark both technological and business model innovation (Boris Wertz, GP @ VersionOne)
Guides, Case Studies, and Best Practices for Operating
The definitive SaaS homepage framework (Kyle Poyar & Anthony Pierri, OpenView)
The Must-Have Dashboards and Board Slides for Series B Companies (Bill Binch, Partner @ Battery Ventures)
Templates: Metrics Assessment (Sameer Singh, VC @ Breadcrumb)
How to get press for your product | Jason Feifer (Lenny Rachitsky)
Navigating Early Stage SAFEs: A Guide for Founders to Understand How Stacking Works (Trace Cohen, Partner @ NYVP)
How to future-proof your SEO strategy (Kyle Poyar, Partner @ OpenView)
VC GPT: How LLMs are strengthening SignalFire’s in-house AI (Heath Black, Product @ SignalFire)
10 ways to leverage LLMs as a Data-Driven VC (Abel Samot, VC @ Red River West)
From Dojo to Deal Flow (David Beisel, GP @ NextView)
LLMs for Dummies (Rex Woodbury, MP @ Daybreak)
The Pace of FOMO Cycles (Kyle Harrison, GP @ Contrary)
The Six Moats of Data Businesses (Travis May, GP @ Shaper Capital)
Correctly Excited (Dez Fleming, VC @ FirstMark)
How To Pivot An AI Company (Rob May, Partner @ AI Operators Fund)
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.