#227 | The Great Legacy Extinction, The Third Workforce & more
April 13th | The latest from Venrock, Cowboy, Sequoia, 8VC, Altimeter, Elad Gil, 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
The Great Legacy Extinction: AI's $20T Takeover of Professional Services (Ethan Batraski, GP @ Venrock)
Where we’re looking to invest: tools to help developers, not replace them (Tyrone Anderson, VC @ Cowboy)
The Third Workforce: From Analog Labor to Agentic Labor (Rex Woodbury, MP @ Daybreak)
The system of record opportunity in AI (Samit Kalra, Partner @ 1984)
Industry Developments & Analyses
Quantifying the Impact of GenAI Developer Tools (Asanka Jayasuriya, VC @ 8VC)
Stablecoins: Payments without intermediaries (Chris Dixon, GP @ A16Z Crypto)
Tech Trends I Observed in Q1 2025 (Alex McIsaac, GP @ Northside Ventures)
AI Avatars Escape the Uncanny Valley (Justine Moore, VC @ A16Z)
Bessemer’s AI agent autonomy scale—a new way to understand use case maturity (Janelle Teng, VP @ Bessemer)
AI 50 2025 (Konstantine Buhler, GP @ Sequoia)
The Bond Market (Jamin Ball, Partner @ Altimeter Capital)
Grow, Optimize, and Automate: Solving The Healthcare Workforce Shortage (Margaret Davidson & Mark Rosenblum, Terrarium)
Guides, Case Studies, and Best Practices for Operating
How to Sell Your Startup (Ramy Adeeb, GP @ 1984)
A Guide to Disrupting Incumbents (Euclid Ventures Team)
Revenue Comes Second. (Yoni Rechtman, Principal @ Slow)
How to Intentionally Design Your Org, From Square’s Former CEO (First Round Review)
How Socure booked more meetings with fewer SDRs using AI (Scale Venture Partners)
Navigating Turbulent Waters (Vivek Ramaswami & Sabrina Wu, Madrona)
A new framework for AI agent pricing (Kyle Poyar, Partner @ Tremont)
Additional Reads
The Impact of Tariffs on Series As (Tomasz Tunguz, MD @ Theory)
What happens to startups when the public markets implode? (Ryan Shannon, VC @ Radical Ventures)
No code is dead. Long live vibe coding. (Kenneth Auchenberg, Partner @ AlleyCorp)
Heat Seeking Missile for Pain (Alfred Lin, GP @ Sequoia)
Market Ending Moves (Elad Gil, GP @ Cosmic)
What Does It Mean to Be a Venture Capitalist Today? (Charles Hudson, GP @ Precursor)
Investing In Pivots (Jeff Morris Jr, GP @ Chapter One)
What MCP’s Rise Really Shows: A Tale of Two Ecosystems (Madrona Ventures)
Brand As An Enduring Moat And The Post-MCP World (Akash Bajwa, Principal @ Earlybird)
Notes:
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