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Digest #31 | The LatAm Opportunity, NFT Wave, Mental Model for Crypto, and more
July 4th – July 10th, 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 Latin American Startup Opportunity (Sonya Huang and Doug Leone, Sequoia Capital)
Are We Oversubscribed? (Aubrie Pagano, GP @ Alpaca VC)
Everyone Is An Investor: The Financialization of Culture (Rex Woodbury, Principal @ Index)
Field Study: Making Sense of the NFT Wave (David Goldberg, GP @ Alpaca VC)
Industry Developments and Analyses
My Mental Model for the World of Crypto (Tomasz Tunguz, MD @ Redpoint)
Betting On The Price Of Carbon (Fred Wilson, Partner @ USV)
New Car Inventory is Going to Remain Tight (Gene Munster, MP @ Loup Ventures)
New: Private Equity buying renewables developers (John Tough, MP @ Energize Ventures)
Case Studies and Best Practices for Operating
Pricing for your Audience with Reggie Yativ, CRO and COO of Agora (Anoushka Vaswani, Partner @ Lightspeed)
Robinhood S-1 Teardown (Tanay Jaipuria, PM @ Instagram)
The 23 Rules of Storytelling For Fundraising (James Currier, GP @ NFX)
Global Warming Ate My Homework (Michael Solana, VP @ Founders Fund)
Midyear reviews at a VC firm (John Tough, MP @ Energize Ventures)
We Don’t Talk Enough About Money In Silicon Valley, Revisited (Hunter Walk, GP @ Homebrew)
The Marketplace of Ideas is Rigged (Erik Torenberg, GP @ Village Global)
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