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Digest #28 | The Future of Games, Mega Marketplaces, and more

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Digest #28 | The Future of Games, Mega Marketplaces, and more

June 13th – 19th, 2021

Ali Afridi
Jun 20, 2021
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Digest #28 | The Future of Games, Mega Marketplaces, and more

newsletter.sandhill.io

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 Games Is Instant (Jonathan Lai, Partner @ A16Z)

  • 🦸‍♂️ Mega Marketplaces 🦸‍♂️ (Alex Taussig, GP @ Lightspeed)

  • Adjacent Governance: The future of power, strategic positioning, and existential threats in a decentralized world (Michael Dempsey, GP @ Compound)

  • Disruption at Work: It’s More than just WFH (Steven Sinofsky, Partner @ A16Z)

Industry Developments and Analyses

  • Decentralized Finance: What It Is, Why It Matters (Marvin Ammori for A16Z)

  • How the Great Zoom Migration Upended the Housing Market (Alex Rampell, GP @ A16Z)

  • I'm a Business, Man (Rex Woodbury, Principal @ Index)

  • Apple’s Key to Its Health Ambitions: Class II Watch Features (Gene Munster & David Stokman, Loup Ventures)

  • DAO Treasury/Balance Sheet Management (Yuan Han Li, Research Scholar @ Blockchain Capital)

Case Studies and Best Practices for Operating

  • The 25 Micro-Habits of High-Impact Managers (First Round Review)

  • Don’t Let Your Best Product Managers All Become People Managers Or Your Company Will Suffer (Hunter Walk, Partner @ Homebew)

  • Two minutes on implementing the Flywheel Effect (Julie Kainz, VP @ Dawn Capital)

  • Selecting the Right User Metric (Sequoia Capital India)

  • Choosing Your North Star Metric (Lenny Rachitsky for A16Z)

  • Startups and Media: Pt 1 (Elisa Schreiber, Partner @ Greylock)

Additional Reads

  • Internet Valuations and Multiples (Vivek Goyal, Analyst @ Altimeter)

  • Startups Are The Ultimate “Mental Game” — Part I & Part 2 (NFX Team)

  • The Great Game of Risk Played in Category Creation, and Why the Winning Strategy is Aggression (Tomasz Tunguz, MD @ Redpoint)

  • Technology Saves the World (Marc Andreessen, GP @ A16Z)

  • A Quick Pulse Check on Direct Listings (Scott Kupor, MP @ A16Z)

  • Derivative Investing (Kevin Stevens, Principal @ Energize Ventures)


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