#212 | 2025 Predictions, State of AI Agents, & more
Dec 29th | The latest from Floodgate, Bessemer, Madrona, Insight, Obvious Ventures, 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, & 2025 Outlooks
Five Predictions for AI in 2025 (Vivek Ramaswami & Sabrina Wu, Madrona)
A Look at 2025: Projections (Energize Team)
2025 Predictions (Costanoa Team)
Our 2025 Predictions: AI, space policy, and hoverboards (Ascend Team)
10 AI Predictions For 2025 (Rob Toews, Partner @ Radical)
Industry Developments & Analyses
The state of the AI Agents ecosystem: The tech, use cases, and economics (Insight Team)
A new world built around clean energy (Andrew Beebe, MD @ Obvious)
The Off-Price Edge (Chelsea Zhang and Sophia Dodd, Equal Ventures)
Unwrapping OpenAI’s o3 (Janelle Teng, VP @ Bessemer)
2024 Year-End Review: Health and Wellness Industry (Jessie Harris, VP @ TXV Partners)
2024's hottest open-source projects from startups (Astasia Myers, GP @ Felicis)
Guides, Case Studies, and Best Practices for Operating
The Founder GTM Handbook (Akash Bajwa, Principal @ Earlybird)
2025 Predictions: 3 Ways AI Will Change GTM Next Year (Liz Christo, Partner @ Stage 2)
Splitting spend: How to allocate your 2025 budget across OpEx categories (Edi Danalache, VC @ Scale)
Additional Reads
A Misfit's Journey to Greatness (Mike Maples Jr., GP @ Floodgate)
The Power of Compounding (David Beisel, GP @ NextView)
The Unknown Known (Euclid Ventures Team)
A VC Firm Can Be Either a Partnership or a Collection of Partners (Hunter Walk, GP @ Homebrew)
Top angel investors in the U.S. (Lenny Rachitsky)
Enterprise Seed VC Funding Napkin (At Year 4/5 of Deployment) (Preface Ventures Team)
Headwinds, Tailwinds, and Crosswinds Ahead for Rising Startup Ecosystems (David Hall, MP @ Revolution)
AI's Hourglass Figure (Rob May, GP @ Half Court Ventures)
Resources & more
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