Digest #18 | Investing in B2B Marketplaces, Economics of a TikTok Creator, and more

April 4th – 10th

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This newsletter curates a selection of posts featured on the website each week.

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Investment Themes, Theses, and Outlooks

• The B2B Marketplace Funding Napkin 2021 (Julia Morrongiello, Investor @ Point Nine Capital)

• The Market for User Research Platforms (Jennifer Li, Partner @ A16Z)

• Five Startup Ideas #029 (Mario Gabriele, Founder @ The Generalist)

Industry Developments and Analyses

• The Intersection of Fintech and the Creator Economy (Rex Woodbury, Principal @ Index)

• The Economics of a TikTok Creator (Brian Harwitt, Partner @ CoVenture)

• Introducing the MAD (ML, AI, Data) Public Company Index (Matt Turck, Partner @ FirstMark)

• Too much money in digital health? (Nikhil Krishnan, Founder @ Out-Of-Pocket)

Case Studies and Best Practices for Operating

• The 4 Types Of Defensibility (James Currier, GP @ NFX)

• My Marketplace Strategy: Go Niche (Linxin Wen, CEO @ Chowbus for A16Z)

• The Mythology of Red Bull (Mario Gabriele, Founder @ The Generalist)

• How do you build your brand in digital health? (Christina Farr, Principal @ OMERS Ventures)

• Covid's Impact on Software Sales Efficiency (Tomasz Tunguz, MD @ Redpoint)

Additional Reads

• On Supercities, Economic Growth, and Income Inequality in a Post-COVID World (Scott Kupor, MP @ A16Z)

• On Economic Growth (Erik Torenberg, Partner @ Village Global)

• What Should I Be Gunning For? (David Beisel, Partner @ NextView)

• Startups and TAMs (Tanay Jaipuria, Fellow @ Rough Draft Partners)

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