Digest #44 | The Industrial Bio Complex, Embedded Fintech and more
Digest #44 | The Industrial Bio Complex, Embedded Fintech and more
Oct 3rd – 10th, 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
The Coming Age for Tech x Bio: The ‘Industrial Bio Complex’ (Vijay Pande, GP @ A16Z)
Long on Care (Soraya Darabi, GP @ TMV)
Request for startups (Jake Jolis, Partner @ Matrix Partners)
What’s happening around the future of proptech: Drivers, trends, and opportunities (Naya Frazier, Summer Associate @ Lerer Hippeau)
Industry Developments & Analyses
Embedded Fintech: What is it? (Part I) (Medha Agarwal & Emily Man, Redpoint)
Rethinking Concentration Risk in B2B Fintech Infrastructure (Akash Bajwa, Investor @ Augmentum Fintech)
Crypto Companies Insider Ownership is Approaching that of Classic Startups (Tomasz Tunguz, MD @ Redpoint)
Food Delivery Still Expensive Despite Promos (Gene Munster & David Stokman, Loup Ventures)
Why Web3 Matters (Chris Dixon, GP @ A16Z)
Is Hydrogen Worth the Hype? (Jake Tauscher, Investor @ G2VP)
Operator Interviews, Case Studies & Best Practices
The Research Mentality… and how to adopt it for product-led growth (Jennifer Li, Partner @ A16Z)
Learn To Hire Well And You’ll Never Lose (Hunter Walk, GP @ Homebrew)
Building and Compensating Your Board — VC Adventure (Seth Levine, MD @ Foundry Group)
On The Perils of Pricing to Perfection (Eric Paley, MP @ Founder Collective)
Additional Reads
Passive Investing in Venture Capital and the Parallels to Public Equities (Tomasz Tunguz, MD @ Redpoint)
"Why Now?" and Why It Matters (Rick Zullo, GP @ Equal Ventures)
Our Proposals to the Senate Banking Committee (Tomicah Tillemann, Miles Jennings & James Rathmell, A16Z)
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