Digest #51 | Mobile Gaming in India, Digital Economies, Network Effects in Web3 & more

Nov 21st – 27th | Insights from Sequoia India, Index, Breadcrumb VC, SignalFire, and others

Ali Afridi

Nov 28, 2021

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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)

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