Hi Everyone,

We’re excited to be making a few improvements to the site & newsletter this summer starting with this switch to Substack. We’re now pulling in from over 500 feeds and continue to add new ones weekly. If you have feedback or suggestions, we’d love to hear how to improve the SandHill.io experience – just respond to the email or leave a comment.

Investment Themes, Theses, and Outlooks

• Why we're betting big on women's health (Christina Farr, Principal @ OMERS)

• The True Addressable Market for Digital Advertising (Tanay Jaipuria, PM @ Instagram)

Industry Developments and Analyses

• The Startups Reinventing Social Media (Rex Woodbury, Principal @ Index)

• 😲 $1B+ brands 😲 (Alex Taussig, Partner @ Lightspeed)

• Where Did The Future go? (Erik Torenberg, Partner @ Village Global)

• The tech spin-outs (Lillian Li, Chinese Characteristics)

• Why NASDAQ acquired a carbon removal marketplace (John Tough, MP @ Energize Ventures)

Case Studies and Best Practices for Operating

• The 3 Knock-On Effects of Failed Executive Hires (Tomasz Tunguz, MD @ Redpoint)

• Modern Software Moats (Nandu Anilal, Analyst @ Canaan)

• In Conversation with Ali Ghodsi, CEO, Databricks (Matt Turck, Partner @ FirstMark)

• The Insider Story of Waze (Gigi Levy-Weiss, GP @ NFX)

• 👙OnlyFans (Ali Abouelatta, First1000)

Additional Reads

• Customers Love Free Stuff … But That’s Not Your Problem (Bill Gurley, GP @ Benchmark)

• Embracing Uncertainty in Entrepreneurship Pedagogy (Jerry Neumann, VC @ Neu VC)

• Be a star or a janitor. (Yoni Rechtman, Principal @ Tusk Ventures)

• Venture Diligence at the Seed Stage (Michael Palank, GP @ MaC VC)

• Year 4 as a VC (Abhinaya Konduru, Sr. Associate @ M25)

In case you missed it

Lolita Taub and Josh Taub launched a GP-LP Matching Tool to introduce underestimated and underrepresented emerging fund managers to LPs. Learn more and check it out here.

Gratitudes

Thank you to Abhinaya Konduru of M25 for sharing the newsletter in her AskVCs community. Welcome to the new members who joined from there!

Enjoying SandHill? We’d appreciate a share!

Share

Did we miss something?

SandHill.io is now pulling posts from over 500 Medium writers, Substack newsletters, and blogs. However, we'd love to get suggestions on who we're missing and should be highlighting. Let us know and we'll include their content starting with our next digest!