#229 | The Next Frontier, Evolution of Advertising, & more
April 27th | The latest from Crucible, Bowery, Felicis, Equal, Sequoia, Slow, 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 Next Frontier: Grid Software (Honour Masters, VC @ Crucible)
Our Thesis: Healthcare and Main Street Productivity (Megan Maloney, MP @ Dria Ventures)
The Rise of AI Coaching Tools: Reshaping Sales Enablement and Role Playing (Michael Brown & Ellen Lobiondo, Bowery)
The next $10B AI company will own the weirdest data (Parul Singh, Board Partner @ Initialized)
Industry Developments & Analyses
The Evolution of Digital Advertising (Eric Flaningam, VC @ Felicis)
Inventory Apocalypse 2.0 (Sophia Dodd & Chelsea Zhang, Equal)
2025 State of Cybersecurity (Ariel Tseitlin & Sabina Smith, Scale)
Vibecoding the Future: How AI Is Rewriting the Software Stack (Vivek Ramaswami & Sabrina Wu, Madrona)
Tackling Data Center Efficiency: Software in Operations & Maintenance (Agustina Soriano Sergi, VC @ Energize)
Stablecoins: The Next Global Payment Rail (Dawn Capital Team)
Guides, Case Studies, and Best Practices for Operating
A definitive guide to marketing attribution (Kyle Poyar, Partner @ Tremont)
Chewing on Failure (Santosh Sankar, GP @ Dynamo)
Margin Is the New Mojo (Brian Sugar, GP @ Sugar Capital)
Additional Reads
The Rise of Production Capital (Brett Bivens, July Fund)
The Network Effects of Where You Build (NFX Team)
Value creation and value capture (Yoni Rechtman, Principal @ Slow)
Chewing on Failure (Santosh Sankar, GP @ Dynamo)
Always on economy (Konstantine Buhler, GP @ Sequoia)
Praise Our Lord For Secondary Markets (Hunter Walk, GP @ Homebrew)
Investing Against AI Multi-Modal Clickbait (Rob May, GP @ Half Court)
AI’s Higher Acceptance Bar and How to Clear It (Tanay Jaipuria, Partner @ Wing VC)
Sexy Tech, Boring Problems (Saanya Ojha, Partner @ BCV)
AI Friends Are a Good Thing, Actually (Rex Woodbury, MP @ Daybreak)
Notes:
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