Digest #39 | Creating value from thin air, Crypto’s consumer era and more

Aug 29th – Sept 4th, 2021

Welcome to new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 600+ 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

• My investment thesis: companies that create value from thin air (Wendy Schadeck, Partner @ Northzone)

Industry Developments & Analyses

• Crypto's Consumer Era (Kinjal Shah, Sr. Associate @ Blockchain Capital)

• Is it finally Remote Patient Monitoring’s moment? (Chritina Farr, Principal @ OMERS Ventures)

• Social Token Paradox (Gaby Goldberg, Investor @ Bessemer)

• GoodRx: Groupon or Google? (Richard Chu, Analyst @ Luca Capital)

• Benchmarking Amplitude's S-1: How 7 Key Metrics Stack Up (Tomasz Tunguz, MD @ Redpoint)

Case Studies and Best Practices for Operating

• A Founder’s Exponential Toolset: Wright’s Law, Moore’s Law, & More (James Currier, GP @ NFX)

• A UX Research Crash Course for Founders — Customer Discovery Tips from Zoom, Zapier & Dropbox (First Round Review)

• Per Seat or Per Use Pricing: A Framework for Evaluating the Right Strategy for Your Startup (Tomasz Tunguz, MD @ Redpoint)

Additional Reads

• The Rise of a Different Work-from-Home (Jeff Jordan, GP @ A16Z)

• Diversification (Fred Wilson, GP @ USV)

• Concentration > Diversification (Rick Zullo, GP @ Equal Ventures)

• Needles in the Software Haystack (Julian Rachman, Investor @ Two Sigma)

• “We Don’t Consider This a Conflicting Investment” (Hunter Walk, GP @ Homebrew)

• Markets are Eating the World (Erik Torenberg, Partner @ Village Global)

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