#213 | The Next Big Thing, New Era for Fintechs, 7 Big Ideas & more
Jan 5th | The latest from Footwork, F-Prime, Altimeter, A16Z Crypto, Craft 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
The next big thing in 2025 will be... (Nikhil Basu Trivedi, GP @ Footwork)
A New Era For Fintechs (F-Prime Index)
7 Big Ideas for 2025 (and more trends to watch) (A16Z Crypto Team)
An AGI Prediction Beyond 2025 (Rob May, GP @ Half Court Ventures)
Industry Developments & Analyses
2025 Should Be Better Than 2024 For Almost All Leading Public SaaS Companies (Jason Lemkin, GP @ SaaStr)
Domain Specific Models (Jamin Ball, Partner @ Altimeter Capital)
Intelligent Placement of Compute: Data Center Innovations and Edge Compute (Ayle Jeiroudi, VC @ Lotus Capital)
Guides, Case Studies, and Best Practices for Operating
Understanding Startup Board Control (Alex Iskold, GP @ 2048)
Board Meeting Best Practices for CEOs (Liz Christo, Partner @ Stage 2)
If You Don’t Like Sales, Don’t Start a Company (Hunter Walk, GP @ Homebrew)
Additional Reads
"I am rich and have no idea what to do with my life" (Vinay Hiremath, Founder @ Loom)
Venture Goes Multi-Product (Andrew Ziperski, VC @ Craft)
Predictions for 2025 that are NOT about AI (Rick Zullo, MP @ Equal Ventures)
Comparing the Financials of Databricks and Snowflake (Tanay Jaipuria, Partner @ Wing VC)
Reimagining Startup Financing (Jess Schram, VC @ Swiftarc Ventures)
Will the Failure of Bench Make VCs Reconsidering Replacing Founders as CEOs? (Jason Lemkin, GP @ SaaStr)
Resources & more
If you have any great agencies or freelancers that you have worked with and would recommend to other startups, please complete this form to vouch for them! These could be growth firms, deck designers, staffing firms, engineering providers or more. Once we collect enough responses we’ll share the top providers publicly.
The SandHill app is now pulling from 700+ blogs and newsletters (full list here). Respond to this email if we missed a post or a feed.
You can view all the latest posts in a live feed on the web app.