#220 | AI-Powered Apps, Risks Mispriced, & more
Feb 23rd | The latest from Wing, Costanoa, Deciens, Altimeter, Bain, 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
Three areas of opportunity for AI-powered apps (Jake Flomenberg, Partner @ Wing)
The Rise of Shared AI Workspaces (John Cowgill, GP @ Costanoa)
Industry Developments & Analyses
Risk Mispriced, Risk Realized (Daniel Kimerling, MP @ Deciens)
AI and the Office of the CFO in 2025 (Abby Meyers & N. LoRusso, BCV)
Healthcare Technology: Never More #@$^* Important… (Michael Greeley, GP @ Flare Capital)
A few charts on where AI adoption is going (Tanay Jaipuria, Partner @ Wing VC)
The Intelligent Enterprise: Charting BI's course in the AI age (Chris Zeoli, Partner @ Wing)
The Platform Evolution Cycle (Jamin Ball, Partner @ Altimeter Capital)
Guides, Case Studies, and Best Practices for Operating
The AI-Enabled Services Playbook (Jake Saper & Rishub Nahar, Emergence)
How Much Should I Invest In RevOps? (Mark Regan & Joe Morrissey, A16Z)
The New Playbook: How AI & Automation Are Reshaping GTM Strategies (Michael Brown, GP @ Bowery)
Sales for Dummies: Technical Founder Edition (Max Schireson, Partner @ Battery)
How Consumer Psychology Informs AI Product Design (Rex Woodbury, MP @ Daybreak)
The surprising patterns behind viral AI products (Kyle Poyar, Partner @ Tremont)
Auctions in AI : Cost of Capital as a Strategic Advantage (Tomasz Tunguz, MD @ Theory)
Additional Reads
Simple Advice for Junior Folks in Venture Capital: Don’t Be a Generalist. (Hunter Walk, GP @ Homebrew)
Big Funds, Bigger Problems: The Flawed Math of Venture at Scale (James Heath, Principal @ dara5)
Model Context Protocol: AI's TCP/IP (Akash Bajwa, Principal @ Earlybird)
AI & Technology to Generate Alpha in Private Markets (David Teten, Partner @ Versatile VC)
Hunger is Not Enough (Abhishek Maran, VC @ Rampersand)
Against The End of History of Venture Capital (Matthew Mandel, VC @ USV)
Punched cards, the US Census, and a brief history on data storage. (Gaby Lorenzi, VC @ Primary)
Breaking the VC Mold (Alex Lazarow, MP @ Fluent Ventures)
Resources & more
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