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.
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)
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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