#221 | America's Industrial Reboot, $1B+ Prompt Companies, & more
March 2nd | The latest from Coatue, Daybreak, Lightspeed, Hannah Grey, Insight, 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, & 2025 Outlooks
America’s Industrial Reboot: A Massive Tech Opportunity (Armin Kohan & Sri Viswanath, Coatue)
Agents-powered B2B marketplaces (Louis Coppey, VC @ Point Nine)
The ChatGPT Prompts That Can Be $1B+ Companies (Rex Woodbury, MP @ Daybreak)
Industry Developments & Analyses
Billing Infrastructure in the Age of Co-pilots and AI Agents (Adrian Radu, Partner @ Lightspeed)
Stranded Energy and Zombie Servers in Data Centers (G2VP Team)
The Headfake of Vertical AI: Supply Chain Edition (Chelsea Zhang, Principal @ Equal)
Cultural Vibrations – Shifting Ground 2025 Report (Hannah Grey Team)
Voice AI will change how we bank (James da Costa & Angela Strange, A16Z)
Primed for reinvention: Video intelligence industry moves to the cloud (Insight Partners)
Hello, World Models! (Moritz Baier-Lentz & Faraz Fatemi, Lightspeed)
Guides, Case Studies, and Best Practices for Operating
The Complete Guide to SaaS Pricing Strategy (Tomasz Tunguz, MD @ Theory)
Compounding Competitive Advantage, Part I (Pratyush Buddiga, Partner @ Susa Ventures)
A very tactical guide to ABM in 90 days (Kyle Poyar, Partner @ Tremont)
6 lessons from top execs as they build the future of AI (Insight Partners)
The Scale Sales Development Framework (Kristina McMillan & Craig Rosenberg, Scale)
The surprising patterns behind viral AI products (Kyle Poyar, Partner @ Tremont)
Additional Reads
The VC Fund Checklist: What LPs Look for Before Investing (James Heath, Principal @ dara5)
What if the Current Tech IPO Drought isn't a Drought but the New Normal for Venture? (Charles Hudson, GP @ Precursor)
AI is Solving SaaS' Adoption Problem (Euclid Ventures)
Reflecting On My Investment Mistakes (David Beisel, GP @ NextView)
From survival to strength: Startups reaccelerate growth into 2025 (Dale Chang & Chris Young, Scale)
A cornucopia of takes (Yoni Rechtman, Principal @ Slow)
Agent Experience, MCP traction and the end game for Foundation Models (Akash Bajwa, Principal @ Earlybird))
Notes:
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