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Investment Themes, Theses & Outlooks

• India’s Got game: Sequoia India, BCG report forecasts a $5 billion mobile gaming market by 2025 (Prachi Pawar & Pushpak Kedia, Sequoia India)

Industry Developments & Analyses

• Digital Economies, Gaming, and IP Legos (Rex Woodbury, Principal @ Index)

• Crypto & NFTs: Network Effects in Web3 (Sameer Singh, Advisor @ Breadcrumb VC)

• What are Chain Runners (Sarah Guo, GP @ Greylock)

• (📜,📜), 👁👄👁, & the power of "Nametagging" (Josh Constine, Principal @ SingalFire)

• Value-based Vascular Surgery (Sherman Leung, VC @ AlleyCorp)

Guides, Case Studies, & Best Practices for Operating

• The Congruent Square (Sajith Pai, Director @ Blume Ventures)

• Digital Economies of Scale (Kevin LaBuz, Head of IR @ 1stDibs)

• The Data R&D Leaders Need to Make Investment and Organizational Decisions (Andrew Korbel & Shirley Lin, Insight Partners)

• 🕵️ Getting your first 1000 customers through SEO (Shaan for First1000)

• A Founder’s Step-by-Step Guide to Getting Your First 1,000 Community Members (First Round Review)

Additional Reads

• Your Boards of Directors is Probably Going to Fire You (Jerry Neumann, GP @ Neu VC)

• Idea Legos (Packy McCormick, GP @ Not Boring)

• Beyond Metcalfe’s Law for Network Effects, and Towards a Better Model (Andrew Chen, GP @ A16Z)

• Swapping NFTs (Fred Wilson, GP @ USV)

• The Rise of Media-First Investors (Frederik Gieschen, Neckar’s Insecurity Analysis)

Did we miss something?

We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.

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