Digest #24 | The rise of "Reality Entrepreneurs", Family Offices Investing in VC and more
May 16th – 22nd
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, and Outlooks
The Rise of “Reality Entrepreneurs” (James Currier, GP @ NFX)
The Data Dichotomy: Control, Compensation and the Gen-Z Opportunity (Dario de Wet, Associate @ Anthemis)
What I Look for in Open Core Data Infrastructure Companies (Tony Liu, VP @ Costanoa)
Industry Developments and Analyses
🎸 Creator equity. 🎸 (Alex Taussig, Partner @ Lightspeed)
The universal holding pattern: a period of trial followed by an era of opportunity (Forerunner Ventures)
Gamification of Chinese consumer tech (Lillian Li, ex-VC @ Eight Roads)
🌍 Staying current with the battery value chain (Kimberly Zou and Sophie Purdom, Climate Tech VC)
Product-Led Growth (PLG) CRM — A Primer (Astasia Myers, VC @ Redpoint)
Case Studies and Best Practices for Operating
Shein: The TikTok of Ecommerce (Packy McCormick and Mathew Brennan, Not Boring)
How Fintechs and Consumer Companies are using Behavioral Psychology to Win (Mercedes Bent, Partner @ Lightspeed)
Off to a flying start: who should you hire to raise a €10M+ Series A? (Maddy Cross for Point Nine)
Additional Reads
Analysis: How family offices are investing into VC (Winter Mead, Founder @ Oper8r)
Better Aligning Value Creation and Value Capture (Erik Torenberg, Partner @ Village Global)
Fierce Nerds (Paul Graham, Founder @ Y Combinator)
Managing Emotions and Incentives as a VC (Sakib Jamal, VC @ Crossbeam)
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