#228 | $10B Opportunity in Healthcare, Case for Commodity Markets, & more
April 20th | The latest from Altimeter, Battery, Bessemer, Scale, IVP, Flybridge, 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 $10B+ Opportunity in Healthcare Provider Revenue Cycle Management (RCM) (Selina Wang, VC @ Altimeter)
The Case for Commodity Markets (Bala Chandrasekaran, Partner @ Alt Capital)
AI Is Growing Our Appetite for SaaS, Not Destroying It (Brandon Gleklen, Principal @ Battery)
Industry Developments & Analyses
The Healthcare AI Adoption Index (Sofia Guerra & Steve Kraus, Bessemer)
Can Healthcare Power Through… (Michael Greeley, GP @ Flare Capital)
The Equal Ventures Insurance Index (Adam Chadroff, Principal @ Equal)
Your construction project will be late. AI can fix that. (Alex Niehenke, Partner @ Scale)
Agent Infrastructure’s Moment (Dan Cahana, VC @ Notable Capital)
The Longevity Bet: Why VCs Are Pouring Capital Into Lifestyle Medicine (Amit Kini, VC @ Lotus)
Stablecoins: Payments without intermediaries (Chris Dixon, GP @ A16Z Crypto)
Guides, Case Studies, and Best Practices for Operating
A 101 on Founder-Board Relationships (Susan Lyne, MP @ BBG Ventures)
Steal these brilliant growth tactics (part 2) (Kyle Poyar, Partner @ Tremont)
You’re Not Ready for a Head of Growth: Run This Founder-Led Growth Playbook Instead (First Round Review)
Versus (Shravan Narayen, Partner @ IVP)
Additional Reads
A Few Themes from Explosive Growth AI Startups (Tanay Jaipuria, Partner @ Wing VC)
The AI agent autonomy scale—a new way to understand use case maturity (Bessemer Team)
Rocket Ship Startup List (Jeff Bussgang, GP @ Flybridge)
A Guide for the Contrarian LP (Evan O'Donnell, GP @ Timespan)
AI Startups Will Thrive In Adversity (Akash Bajwa, Principal @ Earlybird)
Models Aren't Moats (Rex Woodbury, MP @ Daybreak)
The Trough of Disillusionment (Rob Go, GP @ NextView)
The New Moat: Memory (Jeff Morris Jr, GP @ Chapter One)
The Hidden Value in the AI Application Layer (Jamin Ball, Partner @ Altimeter Capital)
Tetris Business Models: The AI Opportunity Most Investors Miss (Rob May, GP @ Half Court Ventures)
The venture model is changing. Slowly—and then all at once. (Parul Singh, Board Partner @ Initialized)
Notes:
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