#217 | Supply Chain Themes, State of Voice AI, Agentic Workforces, & more
Feb 2nd | The latest from Kleiner, A16Z, Fika, Sequoia, Work-Bench, 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
Supply Chain to AI Impact: Investment Themes for 2025 (Arteen Arabshahi & Olivia Pittard, Fika Ventures)
Spring 2025 Requests for Startups (Y Combinator)
Industry Developments & Analyses
AI Voice Agents: 2025 Update (Olivia Moore, Partner @ A16Z)
The Age of Fragmentation: AI’s Impact on Content and Code (Rex Woodbury, MP @ Daybreak)
The Real Price of Risk (Adam Chadroff, Principal @ Equal Ventures)
The Rise of the Agentic Workforce (Tanay Jaipuria, Partner @ Wing VC)
The Medicaid Innovation Outlook — Where Are We and Where Do We Go from Here? (Uma Veerappan, VC @ Flare)
The market gap in advanced persistent phishing (Wing Ventures Team)
The Rise of Vertical AI in Accounting (A16Z Fintech Team)
Guides, Case Studies, and Best Practices for Operating
The Enterprise Expansion Strategy (Liz Christo, Partner @ Stage 2)
Fundraising Milestones: Crossing the Seed to Series A Chasm in Application Software (Daniel Chesley, Principal @ Work-Bench)
Customers don't care about your AI feature (Kyle Poyar, Partner @ Tremont)
Am I Getting a Good Deal from a Venture Studio? (Ben Yoskovitz, Partner @ Highline Beta)
Additional Reads
It’s All One Bubble (David Cahn, GP @ Sequoia)
Narrative Oversaturation (Abhishek Maran, VC @ Rampersand)
On Alignment (Blake Robbins, GP @ Hidden)
The Four Pillars of Venture Investing (Kyle Harrison, GP @ Contrary)
Game Over? (Everett Randle, Partner @ Kleiner Perkins)
Fragmentation is a feature, not a bug (Nikunj Kothari, VC @ Khosla)
Boredom, Chaos, & the Experimental Curve (Michael Dempsey, GP @ Compound)
GPU Compute Is The "Eyeballs" Of This Bubble (Rob May, GP @ Half Court Ventures)
Resources & more
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