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#269 | Themes that Matter, Ads in the AI age, & more

sandhill.io · 411 words · saved by 1 readers

Feb 1st | The latest from Bessemer, Wing, Slow, 8VC, Madrona, CRV, 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. The Themes That Matter for 2026 (Sam Lessin, Slow) Defense tech roadmap: Five frontiers for 2026 (Janelle Teng, Bessemer) The Crisis and Opportunity in Rare Diseases (Francisco Gimenez & Susan Liu, 8VC) Who Will Win the RL Environment Market—and Why (Chris Zeoli, Wing) Monetizing AI surfaces: Ads in the age of AI (Tanay Jaipuria, Wing)…

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