#205 | Industry-Specific AI, The End of ARR, & more
Nov 10th | The latest from White Star, Chamath, Matrix, A16Z, SignalFire, 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
Vertical AI: how industry-specific intelligence is transforming the business landscape (White Star Capital)
The White Collar Revolution (Tomasz Tunguz, MD @ Theory)
Industry Developments & Analyses
How AI Is Rewriting the SaaS Playbook (Vivek Ramaswami & Sabrina Wu, Madrona)
Deep Dive: Understanding Federal Agencies (Chamath Palihapitiya, GP @ Social Capital)
Exploring the Promise of Personalized Medicine (Amit Kini, VC @ Lotus Capital)
Inside the Coming AI Market “Supercycle” and How Cloud Startups Can Benefit (Battery Ventures team)
The plummeting cost of intelligence (Tanay Jaipuria, Partner @ Wing)
Guides, Case Studies, and Best Practices for Operating
How to build your GTM strategy from scratch (Kyle Poyar, Partner @ Tremont)
The secrets to pricing payments in vertical software (Matt Brown, Partner @ Matrix)
On the Dangers of Automating What Should Be Human (Youssef Kalad, VC @ AlleyCorp)
Are Board Observers A Good Idea For A Startup? (Kip Knight, Partner @ Thomvest)
Additional Reads
The End Of ARR (Akash Bajwa, Principal @ Earlybird)
AI for Startups (Ben Horowitz, Brad Smith, Marc Andreessen, & Satya Nadella)
The Coming Venture Capital Reset (Morgan Livermore, Partner @ Supercruise)
Risk Tolerance is Earned (Abhishek Maran, VC @ Rampersand)
Want to start the next billion-dollar AI company? Seven frameworks for AI-enabled vertical SaaS (Wayne Hu, Partner @ SignalFire)
A case for optimism in the age of AI (Gaby Lorenzi, VC @ Primary)
The Innovation Imperative for the New Administration (Steve Case, CEO @ Revolution)
Five Things We Look for in AI-First Security Companies (Menlo team)
Resources & more
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