Digest #28 | The Future of Games, Mega Marketplaces, and more
June 13th – 19th, 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 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)
Internet Valuations and Multiples (Vivek Goyal, Analyst @ Altimeter)
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)
Enjoying SandHill? We’d appreciate a 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!