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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)
Poparazzi photo app blows up by banning selfies (Josh Constine, Principal @ SignalFire)
FIGS S-1: The DTC Quartet (Jax Vullinghs, Principal @ AirTree)
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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