Digest #17 | Investing in the Education Revolution, Exploring Geothermal, and more
March 28th – April 3rd
Welcome to new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 500+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, and Outlooks
2021 Manifesto: Education Revolution (Adriel Bercow, GP @ K50 Ventures)
Areas of Interest, March 2021 (Aashay Sanghvi, Investor @ Haystack)
Five Startup Ideas #028 (Mario Gabriele, The Generalist)
Six (More) Healthcare Startup Ideas (Nikhil Krishnan, Out-Of-Pocket)
Industry Developments and Analyses
Exploring Geothermal (Hanel Baveja, Analyst @ USV)
NFT Canon (A16Z Team)
The Evolving Commerce Stack (Taylor Brandt, VC @ Red Sea Ventures)
☁️ Cloud-Native Observability and Opportunity Ahead (Priyanka Somrah, Analyst @ Work-Bench)
Why hasn’t tech transformed the list of top charities? (David Frankel, MP @ Founder Collective)
5 Questions, 25 CEOs: The Marketplace Exec Survey (A16Z Team)
Case Studies and Best Practices for Operating
Distribution and conversion models for consumer startups (Talia Goldberg and Alexandra Sukin, Bessemer)
Investing In Your Co-Founder Relationship To Weather The Storm (Steve Schlafman, High Output)
Marketplace Supply Strategy: Comprehensive, Exclusive, or Curated (Casey Winters and Anne Lewandowski for A16Z)
What Matters Most to VCs at Series A? (Asheem Chandna, Partner @ Greylock)
Additional Reads
Arthur Rock: Silicon Valley's Unmoved Mover (Mario Gabriele, The Generalist)
The Developer Productivity Manifesto – The Flywheel (Nnamdi Iregbulem, Partner @ Lightspeed)
“Buy and Hold” No More: The Resurgence of Active Trading (Anish Acharya and Matthieu Hafemeister, A16Z)
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