#209 | Health Thesis, Ideas in Tech, AI's impact across sectors, & more
Dec 8th | The latest from Sequoia, Acrew, A16Z, Obvious Ventures, Bessemer, 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
Acrew’s Health Thesis (Acrew Capital)
Big Ideas in Tech for 2025 (A16Z Team)
“AI Inside” Opens New Markets for Vertical SaaS (Angela Strange & James da Costa, A16Z)
AI and the Next Generation of Vertical Software (Lisa Xu, Partner @ Threshold Ventures)
Industry Developments & Analyses
10 Charts That Capture How the World Is Changing (Rex Woodbury, MP @ Daybreak)
How Generative AI is Transforming Healthcare (Kahini Shah, Partner @ Obvious)
Ten ways we can use technology to reduce health inequity (Francesca Warner, Partner @ Ada Ventures)
Financial services has a data problem (Nicole Shimer & Elan Arnowitz, Insight)
From Alert Hell to AI Autopilot: How AI Is Reshaping IT, QA, and Incident Response (Astasia Myers & Tobi Coker, Felicis)
Gene Editing and Therapy Within Personalized Medicine (Amit Kini, VC @ Lotus Capital)
Security Myths and Misconceptions (Michael Parker & John Cowgill, Costanoa)
The Cybersecurity Frontier: Market Trends and Industry Leaders (Tom Savage, VC @ Mountside Ventures)
Guides, Case Studies, and Best Practices for Operating
The Scale Marketing Framework (Craig Rosenberg & Maria Pergolino, Scale)
Fundraising When You’ve Been at It for a While (David Beisel, GP @ NextView)
Layoffs done the right way (Sammy Abdullah, GP @ Blossom Street VC)
The definitive product positioning framework (Kyle Poyar, Partner @ Tremont)
Additional Reads
Our Source of Truth on Marketplaces (Jason Bornstein & Mengmeng Fu, Forerunner)
Three Future States of the Early-Stage VC Ecosystem (Charles Hudson, GP @ Precursor)
Finite and Infinite Mindsets (Alfred Lin, GP @ Sequoia)
Business model invention in the AI era (Bessemer Team)
The VC x PE Supercycle (Yoni Rechtman, Principal @ Slow)
A software girl in a hardware world (Gaby Lorenzi, VC @ Primary)
Find and Replace "Differentiation" (Shravan Narayen, Partner @ IVP)
Resources & more
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