#208 | Request for Startups, Vertical AI Opportunities, & more
Dec 1st | The latest from Pathlight, Costanoa, Daybreak, Bessemer, Equal, Primary, Wing, 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, & Outlooks
2025 Request For Startups (Pathlight Ventures Team)
Opportunities In Vertical AI (Costanoa Ventures Teams)
The new Q&A: question and action (Dan Bartus, Partner @ Felicis)
The Future of Semiconductors: Trends Shaping Performance Computing and Data Infrastructure (Ayla Jeiroudi, VC @ Lotus Capital)
Industry Developments & Analyses
Beauty Is in the Algorithm of the Beholder (Rex Woodbury, MP @ Daybreak)
Black Friday Is No Longer What It Used To Be (Sophia Dodd, VC @ Equal)
AI's reasoning quandary (Janelle Teng, VP @ Bessemer)
A useful framework for understanding stablecoins: Banking history (Sam Broner, Partner @ A16Z Crypto)
Cybersecurity in the Time of AI and “Enough Noise” (BCV Team)
From Crisis to Catalyst: The 9 Trends Transforming Health Care (Jomayra Herrera, Partner @ Reach)
Guides, Case Studies, and Best Practices for Operating
The Medium Is Still the Message: How Distribution Shapes Modern Retail (Brian Sugar, GP @ Sugar Capital)
The 30-Day Test: How to Know if Your VP of Sales Will Succeed (Jason Lemkin, GP @ Saastr)
Right-Sizing Your Data Story (Cassie Young, Partner @ Primary)
The Uncomfortable Truth: A 3X Founder's Guide to Intellectual Honesty (First Round Review)
AI GTM: Cloud Prem (Akash Bajwa, Principal @ Earlybird)
Additional Reads
Marketplaces, Brokers and Storefronts (Rick Zullo, GP @ Equal)
AI’s impact on software: disruption or expansion? (Tanay Jaipuria, Partner @ Wing)
Big Tech Strength (Jamin Ball, Partner @ Altimeter Capital)
The Levers of Innovation (Kyle Harrison, GP @ Contrary)
Q3 2024 Report (Lux Ventures Team)
Unearthing Opportunity (Morgan Livermore, GP @ Supercruise)
My VC Operating System (OS) (Shira Eting, Partner @ Vintage)
Startup Hunger Games (Jean de La Rochebrochard, MP @ Kima Ventures)
Resources & more
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