#215 | AI-Driven Marketplaces, Solving a Trillion Dollar Healthcare Problem, & more
Jan 19th | The latest from Headline, Obvious Ventures, Wing, Bessemer, USV, 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 Wave of Marketplaces Will Be Smarter Than Ever (Jett Fein, Matt Brown, & Georgina McMillan, Headline)
How to Solve a Trillion-Dollar Healthcare Problem (Rohan Ganesh, Partner @ Obvious Ventures)
The future of financial advice and wealth management (Shruti Batra, Principal @ QED)
A Call for Founders: Four Venture-Scale Ideas for 2025 (Dallas Price, VC @ Forum)
Predictions for AI and tech in 2025 (Tanay Jaipuria, Partner @ Wing)
2025 Healthcare and Life Sciences Predictions (Bessemer Team)
Industry Developments & Analyses
A Banner Year for Vertical Software (Euclid Ventures Team)
Scale & Certainty: Turning Energy Assets into Financial Assets (Grace Penders, VC @ Equal Ventures)
The Maveron Trump Tracker (Jason Stoffer & Simran Suri, Maveron)
Climate Tech: Past, Present, and the Road Through 2025 (Amit Kini, VC @ Lotus Capital)
AI vs. AI: The New Frontline in the Billion-Threat Cyber War (Enrique Salem, Partner @ Bain Capital Ventures)
What GTM leaders are saying about AI (Viviana Faga, GP @ Felicis)
The times they are ai-changin' (Jared Hecht, VC @ USV)
Can’t Get No Satisfaction (2025 Remastered) … (Michael Greeley, GP @ Flare Capital)
Guides, Case Studies, and Best Practices for Operating
What's changing with AI monetization (Kyle Poyar, Partner @ Tremont)
Additional Reads
The Origins of Wokeness (Paul Graham, Founder of Y Combinator)
How Equal develops a “Prepared Mind” (Rick Zullo, GP @ Equal Ventures)
The Six Mental Models For AI Investing (Rob May, GP @ Half Court Ventures)
The Most Powerful Way to Pattern Match With Investors (Rob Go, GP @ NextView VC)
Vanity Theatre (Nikunj Kothari, VC @ Khosla)
Tech's $370B Paradox: Why Cash-Rich Giants Might Not Lead 2025's M&A Race (Tomasz Tunguz, MD @ Theory)
Read, Write, Do (Morgan Livermore, GP @ Supercruise)
Resources & more
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