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 & 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)

Additional Reads

• 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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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!