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.

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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SandHill.io is now pulling posts from over 600 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 (just hit reply) and we'll include their content starting with our next digest!