Digest #39 | Creating value from thin air, Crypto’s consumer era and more
Aug 29th – Sept 4th, 2021
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This newsletter curates a selection of posts featured on the website each week.
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)
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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