#225 | Data 3.0, Insurtech Spring, Great Liquidity Shift, & more
March 30th | The latest from Bessemer, Optimist, Matrix, Battery, Theory, Felicis, 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
Data 3.0 in the Lakehouse Era (Janelle Teng, VP @ Bessemer)
Investment Opportunities - Humanoid vs Specialized Robotics (Rob May, GP @ Half Court Ventures)
Industry Developments & Analyses
Insurtech Spring has Sprung (Teddy Himler, MP @ Optimist)
The Gaping Hole In Today’s AI Capabilities (Rob Toews, Partner @ Radical)
Vertical AI: beware what you wrap (Matt Brown, Partner @ Matrix)
The AI Arms Race Isn’t About Models—It’s About Data Moats (Parul Singh, Board Partner @ Initialized)
The New AI Risk Curve (Jamin Ball, Partner @ Altimeter Capital)
Unmasking Defense Tech Funding: $5.61B Raised in 2024 (Dillion Newman & Luke Ostapchuk, DefenseMetrics)
Guides, Case Studies, and Best Practices for Operating
Bull of Bear? A Mock Buy, Sell, Hold Report on Popular SaaS Marketing Practices (Joe Chernov, EIR @ Battery)
It's not brand vs. growth (Kyle Poyar, Partner @ Tremont)
Mind the Gap: The Curse of Knowledge and the AI Sales Challenge (Joe DiMento, BCV)
Nvidia: Process Power (Akash Bajwa, Principal @ Earlybird)
Additional Reads
The Great Liquidity Shift (Tomasz Tunguz, MD @ Theory)
Fundraising: Preemption vs Process (Santosh Sankar, GP @ Dynamo)
Open-Source is Eating Software (Evan O’Donnell, GP @ Timespan)
Get Ready to Pay Your Network (Yoni Rechtman, Principal @ Slow)
Databricks and the Future of Data (Eric Flaningam, VC @ Felicis)
Applied AI and Business Models (Vivek Ramaswami & Sabrina Wu, Madrona)
Mega-Funds and the Great Re-Risking (Rob Go, GP @ NextView VC)
AI Atlas: How World Models Visualize Reality (Rudina Seseri, MP @ Glasswing)
Notes:
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