#204 | Request for Fintech Startups, Future of Vertical Software, & more
Nov 3rd | The latest from Primary, Euclid, Paul Graham, Joe Lonsdale, Compound, 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
2024/2025 Request for Fintech Startups (Emily Man, Primary & Charley Ma + Mahdi Raza, Pathlight)
The "Why Now" for Healthcare (Rex Woodbury, MP @ Daybreak)
The Next Chapter for Vertical Software (Euclid Ventures)
Logistics Automation Winners Will Be Services, Not Software (Zach Fredericks & Brad Svrluga, Primary)
My Biggest Failed AI Investment Thesis(Rob May, GP @ Half Court Ventures)
Industry Developments & Analyses
The Next Phase of Competition in AI (Rak Garg & Daniel LaBruna, BCV)
Wearable Healthcare Technology: Transforming Health from a Startup Perspective (Amit Kini, VC @ Lotus Capital)
Banking Reimagined: How generative AI reshapes the customer banking journey (Foundation Capital Team)
The IRA has redefined the climate industry. An election won't change that. (John Tough, MD @ Energize)
Guides, Case Studies, and Best Practices for Operating
What it takes to win building AI applications (Samit Kalra, Partner @ 1984)
From selling access to selling work (and what it means for you) (Kyle Poyar, Partner @ Tremont)
How to Build a Billion-Dollar Marketplace — Do’s and Don’ts (First Round Review)
The Pipeline Metrics That Matter (David Sacks & Ethan Ruby, Craft Ventures)
Four Tricky VC Questions and How To Handle Them (Rob Go, GP @ NextView)
How to Hire an Executive (Vinod Kholsa, Founder @ Khosla Ventures)
Additional Reads
Writes and Write-Nots (Paul Graham, Founder @ Y Combinator)
Lessons from Palantir in the AI Age (Joe Lonsdale, GP @ 8VC)
Clunky copilot or benevolent boss? Why I believe AI should prompt us (Sri Chandrasekar, MP @ Point72 Ventures)
Reassessing Incumbent Data Gravity In AI (Akash Bajwa, Principal @ Earlybird)
How AI is Rewriting the SaaS Playbook (Soma Somasegar & Sabrina Wu, Madrona Ventures)
Different Strokes For Different Folks (Kyle Harrison, GP @ Contrary)
Power & Technology (Michael Dempsey, GP @ Compound)
Five key learnings from Google’s antitrust ruling (Tanay Jaipuria, Partner @ Wing)
Resources & more
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