Digest #25 | Future of Grocery Delivery, The $1Tr Cloud Paradox, and more

May 23rd – 29th, 2021

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

• The Future of U.S. Grocery Delivery (Roshan Chandna, The Takeoff)

• Meeting New Demand with Software (Kevin Stevens, Principal @ Energize VC)

Industry Developments and Analyses

• The Cost of Cloud, a Trillion Dollar Paradox (Sarah Wang and Martin Casado, A16Z)

• Transhuman: The Rise of Digital Identities (Rex Woodbury, Principal @ Index)

• Fintech and Regulatory Arbitrage (Tanay Jaipuria, Fellow @ Rough Draft)

Case Studies and Best Practices for Operating

• On Going Public: SPACs, Direct Listings, Public Offerings, and Investor Protections (Scott Kupor, MP @ A16Z)

• Growth Frameworks For Your Marketplace (Pete Flint, GP @ NFX)

• Starting a Company in a Space You’re Not an Expert in – This Founder Shares 6 Lessons (First Round Review)

• Poparazzi photo app blows up by banning selfies (Josh Constine, Principal @ SignalFire)

• FIGS S-1: The DTC Quartet (Jax Vullinghs, Principal @ AirTree)

Additional Reads

• The Inflationary Forces in Startupland (Tomasz Tunguz, MD @ Redpoint)

• Managing Emotions and Incentives as a VC (Sakib Jamal, VC @ Crossbeam)

• New Grads: Midstage Startups Are Your Best First Job in Tech (Hunter Walk, Partner @ Homebrew)

• Open Your Eyes. Awesome Developer Advocates Are Hiding in Plain Sight (Nnamdi Iregbulem, Partner @ Lightspeed)

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