Digest #34 | Recommerce Enablement, Decline of Venture Debt at the Early Stage, and more

July 25th – July 31st, 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

• Recommerce Enablement 1.0 (Varun Sridhar, Sr. Associate @ Revel)

• The Creative Age: Part 1 (Saaya Nath, VP @ Jump Capital)

Industry Developments & Analyses

• The Decline of Venture Debt at the Early Stage (Tomasz Tunguz, MD @ Redpoint)

• The Rise of Intelligent Applications (Matt McIlwain, MD @ Madrona Ventures)

• From Digital Oil to a Digital Nation — Narratives for Ethereum in 2021 (Gui Laliberté, EiR @ Electric Capital)

• Streaming, COVID-19, and the Changing Theatrical Window (Tanay Jaipuria, PM @ Instagram)

• The Growing Demand for Clean Electricity (Mona Alsubaei, Intern @ USV)

• 🌎 Green capital is heating up #64 (Sophie Purdom & Kimberly Zou, Climate Tech VC)

Case Studies and Best Practices for Operating

• The Danger of Early Hype in Consumer Social (Sarah Tavel, GP @ Benchmark)

• ‘Inside Rounds’ Used to Be Bad. Sequoia & WhatsApp Changed Venture Forever (Hunter Walk, Partner @ Homebrew)

• Capital Allocation for the Startup CEO (Doug Clinton, MP @ Loup Ventures)

• A Five Minute Intro to Startup SEO (Hillary Bush, MBA Associate @ Founder Collective)

• Pinduoduo: Together, More Bull, More Bear, More Fun (Lillian Li & Packy McCormick)

Additional Reads

• How fast is too fast? (Nikhil Basu Trivedi, GP @ Footwork)

• The Velocity of Money in Startupland (Tomasz Tunguz, MD @ Redpoint)

• Which Emerging Ecosystem Flywheels are Spinning the Fastest? (Steven Cook, VC @ Chicago Ventures)

• Nailing Capital vs Scaling Capital (Sajith Pai, Director @ Blume Ventures)

• American Spaceman, Body and Soul (Mike Solana, VP @ Founders Fund)

• Cash on Cash vs IRR (Fred Wilson, GP @ USV)

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