Discover more from The SandHill.io Newsletter
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)
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)
Did someone send you this email? Subscribe below
Enjoying SandHill? We’d appreciate a share!
Did we miss something?
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!