#173 | B2B Marketplace thesis, Gen AI gold rush, AI SDRs, & more
March 25–31st | Insights from Roger Ehrenberg, FJ Labs, Chamath, A16Z, OMERS, 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.
Investment Themes, Theses, & Outlooks
FJ Labs’ B2B Marketplace Thesis (Fabrice Grinda, FJ Labs)
Generative AI: A new gold rush for software engineering innovation (Ashish Kakran, Principal @ Thomvest)
Deep Dive: The Future of Space (Chamath Palihapitiya, GP @ Social Capital)
Industry Developments & Analyses
The "Best-Priced Business" in Insurance Today (Adam Chadroff & Rick Zullo, Equal)
Lessons learned the hard way: Robotics (Sam Smith-Eppsteiner, Partner @ Innovation Endeavours)
Putting Data in a Corner: LLMs and Financial Services Data (Joe Schmidt, Partner @ A16Z)
Hello, Legal World. It's Me, GenAI! (Lakshmi Prakash, Silicon Bench)
The Role of Digital Health in Neurodegenerative Diseases (7wire Ventures)
10 Charts That Capture How the World Is Changing (Rex Woodbury, MP @ Daybreak)
The rise of alternative lending — diving into revenue-based-finance (RBF) (Jonathan Hollis, MP @ Mountside)
Guides, Case Studies, and Best Practices for Operating
The AI SDR era? (Kyle Poyar, Partner @ OpenView)
Outcome-based selling with David Wyatt, Aiven (Akash Bajwa, VC @ Earlybird)
What happens to the tech startups that never go public? (Ryan Shannon, VC @ Radical Ventures)
Digital health companies: It's time to be bold (Christina Farr, Principal @ OMERS)
A story of a long hard success in SaaS (Sammy Abdullah, GP @ Blossom Street)
Additional Reads
Long time scales in venture investing: a feature, not a bug (Roger Ehrenberg, GP @ Eberg Capital)
Seven Miracles of Venture Research (Brett Bivens, ex-Prima Materia)
The Lindy Effect of Venture Capital (Zain Rizavi, Principal @ Ridge)
SaaS ACV’s are lower than you think (Sammy Abdullah, GP @ Blossom Street)
Software Can't Keep Eating the World 🌎 (Nkechi Iregbulem, Principal @ MVP)
5 AI Predictions For The Year 2030 (Rob Toews, Partner @ Radical)
Who killed Canadian Venture? (Matt Roberts, Partner @ CMD Capital)
Smart Words From Smart People (Morgan Housel, Partner @ Collaborative)
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