Digest #32 | Rise of Recommerce, Opportunities in Vertical SaaS, and more

July 11th – July 17th, 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.

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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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