#210 | AI in 2025, Consumer Trends, & more
Dec 15th | The latest from Sequoia, 7wire, First Round, Point72 Ventures, G2VP, 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
AI in 2025 (David Cahn, Partner @ Sequoia)
2025 Predictions (7wire Ventures)
Machines will help heal healthcare (Vishal Vasishth, MD @ Obvious)
Industry Developments & Analyses
2025 Consumer Trends (Coefficient Capital & The New Consumer)
AI Investing Landscape: Hype vs Substance (Ben Parr, GP @ Theory Forge)
The Case for Deregulating US Electricity Markets (Jasper Platz, VC @ G2VP)
Scaling Semiconductor Performance: Innovations in High-Performance Computing (Ayla Jeiroudi, VC @ Lotus Capital)
How AI media startups can help solve existential issues for the industry and artists (Ishan Sinha, Partner @ Point72 Ventures)
The Intelligence Imperative: How AI Went From Feature to Foundation (Tomasz Tunguz, MD @ Theory)
What even is a data asset? (Ryan Shannon, VC @ Radical Ventures)
Guides, Case Studies, and Best Practices for Operating
The best growth advice of 2024 (Kyle Poyar, Partner @ Tremont)
25 Hard Questions Every Founder Should Ask Themselves (First Round Review)
What It Takes to Raise a Series B Today (Liz Christo, Partner @ Stage 2)
Additional Reads
PE is the new great villain (Yoni Rechtman, Principal @ Slow)
5 + 1 Predictions for Venture Studios in 2025 (Ben Yoskovitz, Partner @ Highline Beta)
Invest First, Investigate Later (Zain Rizavi, Principal @ Ridge)
AI economics, market forces, emerging roles, founder advice (Insight Team)
FAEM - My Favorite AI Business Model (Rob May, GP @ Half Court Ventures)
Are AI Labor Replacements a TAM Expansion Vector? (Andrew Ziperski, VC @ Craft)
Resources & more
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