#224 | New Economic Order, $100B Cyber Opportunity, & more
March 23rd | The latest from Pace, Redpoint, Menlo, Forerunner, Mayfield, 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
Current Ideas and investment wishlist (Jordan Cooper, GP @ Pace Capital)
From Middlemen to Machines: The New Economic Order (Meera Clark, Partner @ Redpoint)
The Next $100B Cybersecurity Opportunity (Menlo Team)
Industry Developments & Analyses
2025 Annual Consumer Trend Report (Forerunner Team)
10 Charts That Capture How the World Is Changing (Rex Woodbury, MP @ Daybreak)
Humanoids, VLAs, and the Race to Build Robots That Can Do Anything (Jasper Platz, VC @ G2VP)
AI Raises a Big Question, but Legacy Industries Have Already Answered It (Jackie DiMonte, GP @ Grid)
A Deep Dive Into MCP and the Future of AI Tooling (Yoko Li, VC @ A16Z)
From Diagnosis to Treatment: Unlocking Potential with Generative AI (7wire Ventures)
Guides, Case Studies, and Best Practices for Operating
The Truth About Founder-Led Sales (Euclid Ventures)
Marketing in the AI era: Ben Slater (Akash Bajwa, Principal @ Earlybird)
Use Capital as a Weapon, Not Oxygen (Rob Go, GP @ NextView VC)
Spend the money. (Yoni Rechtman, Principal @ Slow)
Assessing your B2B Pipeline (Sammy Abdullah, GP @ Blossom Street)
The Pivot to Product-Market Fit: How Plaid, Clay, Lattice & Other Startups Broke Out (First Round)
Professional Services: The Secret to Scaling Enterprise (AI Agent) Startups (Patrick Salyer, Partner @ Mayfield)
Additional Reads
On the Lifecycle of Industries (Eric Flaningham, VC @ Felicis)
Why Now Is a Special Time for Young Founders (Eric Zhou & Zach Cohen, A16Z)
How a Venture Fund (Ours!) Actually Works With Their LPAC (Hunter Walk, GP @ Homebrew)
VCs Eating PE with AI (Wendy Xiao, Partner @ Northzone)
AI In Private Equity: A Framework For Evaluation (Rob May, GP @ Half Court)
AI phone calling for verticals (Max Abram, VP @ Scale)
Notes:
If you have any great agencies or freelancers that you have worked with and would recommend to other startups, please complete this form to vouch for them! These could be growth firms, deck designers, staffing firms, engineering providers or more. Once we collect enough responses we’ll share the top providers publicly.
The SandHill app is now pulling from 700+ blogs and newsletters (full list here). Respond to this email if we missed a post or a feed.
You can view all the latest posts in a live feed on the web app.