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Digest #46 | Fintech-Enabled Companies, DTC Health and more
Oct 17th – 23rd | Insights from Cowboy Ventures, OMERS, Forerunner, A16Z and others
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
Where We’re Looking to Invest at Cowboy Ventures — Consumer Fintech-Enabled Companies (Jillian Williams, Principal @ Cowboy Ventures)
Why investors are leaning into direct-to-consumer health (Christina Farr, Principal @ OMERS)
Psychedelic Therapy, Acupuncture, and the Rise of Holistic Wellness (Jason Shuman, Partner @ Primary)
Industry Developments & Analyses
Service: Why top brands see beyond the cost center (Forerunner Ventures)
The New Go-To-Market Playbooks for Digital Health Startups (Julie Yoo, GP @ A16Z)
The Deceptive Complexity of Axie Infinity's Digital Economy (Rex Woodbury, Principal @ Index)
The Domino Effect: Understanding the Global Supply Chain Crisis (Marina Hadjipateras, GP @ TMV)
Understanding the Instant-Delivery Phenomenon (Tanay Jaipuria, PM @ Instagram)
The most valuable mobile app permission is growing even more valuable (Eric Feng, ex-GP @ KPCB)
Operator Interviews, Case Studies & Best Practices
The SaaS Metrics That Matter (David Sacks, GP @ Craft Ventures)
The Playbook This Startup Used to Get Their Founders on 100+ Podcasts in 6 Months (First Round Review)
Building A “Community-First” Company (Morgan Beller, GP @ NFX)
What I Tell All New VCs About Their First Funds (Hunter Walk, GP @ Homebrew)
Using the Reversal Mental Model to Invest Better (Tomasz Tunguz, MD @ Redpoint)
Beyond Smart (Paul Graham, Founder @ Y Combinator)
Lock the Doors (Mike Solana, VP @ Founders Fund)
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