Digest #46 | Fintech-Enabled Companies, DTC Health and more
Oct 17th – 23rd | Insights from Cowboy Ventures, OMERS, Forerunner, A16Z and others
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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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