Discover more from The SandHill.io Newsletter
VC Theses #150 | AI Marketplaces, Navigating the Shifting Landscapes, & more
Oct 16th–23rd | Insights from NFX, Canaan, Primary Ventures, FirstMark, Daybreak, 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 700+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The AI-First Marketplace (Pete Flint, GP @ NFX)
The Business of AI Agents (Nandu Anilal, VC @ Canaan)
The Next Era of Consumer Generative AI (Primary Ventures Team)
Industry Developments & Analyses
Navigating The Contradictions: The 2023 Venture Capital Landscape (Adam Nelson, MD @ FirstMark)
10 Charts That Capture How the World Is Changing (October 2023) (Rex Woodbury, MP @ Daybreak)
Resetting expectations for VC investing in health tech (Christina Farr, Principal @ OMERS)
The History of AI and ML in Insurance: Part 1 (Distributed VC Team)
“Shifting Landscapes” — Rise of the Rest’s 2023 Annual Report (Revolution Team)
How to Scale Nuclear Power (Ryan McEntush, Partner @ A16Z)
Guides, Case Studies, and Best Practices for Operating
The AI Bubble Playbook (Doug Clinton, MP @ Deepwater)
Processes Before People (Robin Butler, Partner @ Sturgeon)
How to build a killer sales pitch (Lenny Rachitsky)
Play to Win: Mobile Game Soft Launch Best Practices (Doug McCracken & Joshua Lu, A16Z)
B2FI: Demystifying Software Sales Into Financial Institutions (A16Z Fintech Team)
2023 State of SaaS Pricing: How B2B Leaders Use Pricing to Come Out on Top (Sarah DeVries & Sanji Johari, OpenView)
The Techno-Optimist Manifesto (Marc Andreessen, GP @ A16Z)
How To Become The Greatest Venture Capitalist (Alex Lazarow, MP @ Fluent Ventures)
Venture capital restarts: Navigating the funding desert to unlock extreme value (Tribe Capital Team)
Superlinear Returns (Paul Graham, Founder @ Y Combinator)
Understanding Venture Studio Math (Ben Yoskovitz, Partner @ Highline Beta)
Second-Time Founder Anxiety (Ryan Hoover, VC @ Weekend Fund)
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