#216 | Consumer AI, Healthtech Infrastructure opportunities, & more

Jan 26th | The latest from Sequoia, Benchmark, Maveron, Madrona, Scale, 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.

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Investment Themes, Theses, & 2025 Outlooks

• How AI Will Reinvigorate Consumer Tech (Rex Woodbury, MP at Daybreak)

• From Now to Next: 4 Investment Opportunities with Gen Z’s Growing Power & Status (Alivia Jiang & Jarrid Tingle, Harlem Capital)

• The future of AI is vertical (Alex Niehenke, Partner at Scale)

• Top Themes in Data in 2025 (Tomasz Tunguz, MD at Theory)

• Themes I’m Excited About in 2025 (India Edition) (Abhishek Singh, VC at Riverwalk Holdings)

• AI and the $750B Opportunity in Software Development (S. Somasegar, Jon Turow & Sabrina Wu, Madrona)

Industry Developments & Analyses

• It’s Time to Build: Healthtech Infrastructure (Julie Yoo, GP at A16Z)

• The Solana Thesis: Internet Capital Markets (Kyla Samani, MP at Multicoin)

• Persistent Pains For SMBs Call For New Benefits Solutions (Sophia Dodd & Adam Chadroff, Equal)

• Shaping 2025: The next wave of supply chain innovation (Olivia Lyng, VC at Maersk Growth)

• RAG Is Not the End of History: Why AI+Data Architecture Will Transform in 2025 (Jon Turow, Partner at Madrona)

• Trump’s National Energy Emergency: A Costly Promise (Grace Penders, VC at Equal)

• How GPT & Gemini Turned the Tables on Our 2025 Predictions (Jason Stoffer & Simran Suri, Maveron)

• The Year of Enterprise AI (Jamin Ball, Partner at Altimeter Capital)

Guides, Case Studies, and Best Practices for Operating

• Moving beyond founder-led sales (Kyle Poyar, Partner at Tremont)

• The GTM Inflection Points That Powered Clay to a $1B+ Valuation (First Round Review)

• Building your First Sales Compensation Plan (Bill Binch, Partner at Battery)

Additional Reads

• Stochastic Mindset Perspective (Konstantine Buhler, Partner at Sequoia)

• The Mind-Virus of Big Venture (Euclid Ventures Team)

• Pushing Yourself Beyond the Google Mindset of Self-Reliance (Sarah Tavel, GP at Benchmark)

• Venture Capital Unbundled (Kyle Harrison, GP at Contrary)

• Five Lessons for Building Robust AI Agents from Coding Agents (Tanay Jaipuria, Partner at Wing VC)

• Agents by P&L (Vivek Ramaswami & Sabrina Wu, Madrona)

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Resources & more

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