Digest #41 | B2B Payments, Meme Markets, and more

Sept 12th – 18th, 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.


Investment Themes, Theses & Outlooks

B2B Payments: Unlocking a Multi-Trillion-Dollar Opportunity (Michael Spiro, Investor @ JMI Equity)

We Like the Nouns – Meme markets in the 2020s (Nick Tomaino, GP @ 1confirmation)

Industry Developments & Analyses

Fresh Today, Faded Tomorrow? Brand Resilience in a Changing World (Tasha Kim, VC @ Marcy Ventures)

The Interface Phase (Packy McCormick, Not Boring)

Unbundling College: Technology Is (Finally) Reinventing Education (Rex Woodbury, Principal @ Index)

Minimum Viable Participation in Crypto: Games, Costs, & Accessibility (Elena Burger, A16Z Crypto)

🌎 Corporate Climate Venturing (Sophie Purdom & Kim Zou, VC @ Climate Tech VC)

Operator Interviews, Case Studies & Best Practices

What is the Product the Customer Buys Before They Buy Yours? (Tomasz Tunguz, MD @ Redpoint)

Demand Shocks Open A New Marketplace Era (Pete Flint, GP @ NFX)

Tools for High-Performing Sales Organizations (Sequoia Capital India)

The Minimum Viable Testing Process for Evaluating Startup Ideas (First Round Review)

Additional Reads

Coatue: The cub on the prowl (Akash Bajwa, VC @ Augmentum Fintech)

The index mindset (John Luttig, Principal @ Founders Fund)

What is a Tech Company? (Rick Zullo, GP @ Equal)

Track Records (Craig Thomas, Director @ Investure)

Beneficiaries of App Store Changes (Tanay Jaipuria, PM @ Instagram)


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