Digest #32 | Rise of Recommerce, Opportunities in Vertical SaaS, and more
July 11th – July 17th, 2021
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses & Outlooks
Field Study: The Rise of Recommerce (Aubrie Pagano, GP @ Alpaca VC)
The Beauty of Vertical SaaS (James Green, Principal @ CRV)
Mid-Year Update on Our 2021 Predictions (Loup Ventures Team)
What’s happening around the future of eComm supply chain tech: Drivers, trends, and opportunities (Jess Schram, Fellow @ Lerer Hippeau)
Industry Developments & Analyses
The Goldilocks Zone of SaaS Metrics (Christoph Janz, MP @ Point Nine)
The Magic Metrics of Insurtech (Connor Love, Investor @ Lightspeed)
Autonomy Progress is Proving to be Slow (Gene Munster, GP @ Loup Ventures)
Disparities in Palliative Care and Serious Illness Communication (Sherman Leung, Investor @ AlleyCorp)
Lil Nas X Is Gen Z's Defining Icon (Rex Woodbury, Principal @ Index)
Analyzing the Rise of Pakistani Startups (Mikal Khoso, Investor @ Wavemaker)
Case Studies and Best Practices for Operating
ServiceMax SPACs (Kevin Stevens, Principal @ Energize Ventures)
Duolingo and Consumer Subscription Businesses (Tanay Jaipuria, PM @ Instagram)
👾 Reddit (Ali Abouelatta, First1000)
Product Positioning and the Product Marketing Partnership (Casey Winters, CPO @ Eventbrite)
Masters in Poverty (Mike Solana, VP @ Founders Fund)
Why Libertarians Lose (Erik Torenberg, Partner @ Village Global)
Status, Wealth, & Power: Network Effects Demand A New Social Contract (James Currier, GP @ NFX)
How junior investors can write a compelling investment memo (Kai Cash, Investor @ Primary)
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