Discover more from The SandHill.io Newsletter
VC Theses #91 | AI Revolution, The most important forces shaping the world, & more
Aug 29th– Sept 5th | Insights from Elad Gil, Collaborative Fund, Emergence, 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, Theses, & Outlooks
AI Revolution - Transformers and Large Language Models (LLMs) (Elad Gil, Solo GP)
Three Big Things: The Most Important Forces Shaping the World (Morgan Housel, GP @ Collaborative)
Caregiver Benefits, Social Listening for Communities, Meeting Scribe (Elaine Zelby, Partner @ SignalFire)
The Future of Crypto Native Consumer Products, Part 3: Utility (Mercedes Bent, Partner @ Lightspeed)
Industry Developments & Analyses
State of Healthcare Investing — A Lightspeed Perspective (Galym Imanbayev, Partner @ Lightspeed)
Don't Look Now But Web3 Companies are Beginning to Trade Like their Web2 Counterparts (Tomasz Tunguz, MD @ Redpoint)
What Snowflake’s and ZoomInfo’s Earnings Say About the Current Economic Environment (Dharmesh Thakker & Jason Mendel, Battery)
Field Study: Global Supply Chains — Part 3 (Aubrie Pagano, GP @ Alpaca VC)
Reflections on the Consumer Correction: On Goes August (Meera Clark, Principal @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
Founders, Forget About FOMO (Gordon Ritter, GP @ Emergence)
The “North Star” Efficiency Metric You’re Looking For (Battery Ventures Team)
3 important questions every startup should answer during fundraising (Eric Feng, ex-GP @ KPCB)
200% NDR: What Does it Take to Achieve this Stellar Milestone? (Tomasz Tunguz, MD @ Redpoint)
Modern Demand Management (René Bonvanie, EIR @ Battery)
Rule of 40 valuation premium: The relative impact of each efficiency score component (Janelle Teng, VC @ Bessemer)
What Goes Down Must Go Up? (Michael Dempsey, GP @ Compound)
The Full-Stack VC (Matt McIlwain, MD @ Madrona)
What I Learned in my First Year as a VC (Dez Fleming, VC @ FirstMark)
The Long Tail: The Internet and the Business of Niche (Rex Woodbury, Partner @ Index)
Being Honest About Intellectual Honesty (Kyle Harrison, GP @ Contrary)
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.