Digest #53 | Ecommerce Predictions, Green Economy software, Building Time Machines, & more
Dec 5–11th | Insights from Lightspeed, Bessemer, G2VP, Obvious Ventures, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses & Outlooks
My 5 Ecommerce Predictions for 2022 (Damir Becirovic, Principal @ Index Ventures)
Investing in software powering the green economy (Sakib Dadi, Dhruv Jain, et. al, Bessemer)
Functional genomics — Skating to where the puck is going (Jonathan MacQuitty & Galym Imanbayev, Lightspeed)
Roadmap: Supply Chain Software (Mike Droesch & Alice Deng, Bessemer)
Southeast Asian SaaS Is About To Hit Prime Time (Pieter Kemps, Anni Cai, & Vanessa Khoo, Sequoia India)
Industry Developments & Analyses
B2B Marketplaces: Why Product Timing, Customer Success & Demand Side Distribution Matter Now More Than Ever (Eric Schoenbach, Associate @ Alpaca)
Capitalizing Climate | Deconstructing the Infrastructure Bill (Monica Varman, Partner @ G2VP)
The Web3 Playbook: Using Token Incentives to Bootstrap New Networks (Chris Dixon, GP @ A16Z)
Creator coins & the future of income (Mercedes Bent, Partner @ Lightspeed)
Field Study: Virtual Real Estate & The Metaverse (Andrew Peng & Daniel Fetner, Alpaca VC)
What is Web 1, 2, 3? (Part 1 of 7) (Matt Cohen & Dom Lau, Ripple Ventures)
Guides, Case Studies, & Best Practices for Operating
Don’t Overdose on VC: Lessons from 166 startup IPOs (Micah Rosenbloom & Joseph Flaherty, Founder Collective)
How To Run An Early-Stage Board Meeting (Pete Flint, GP @ NFX)
What is a COO (Chief Operating Officer)? (Shannon Curran, Director @ OpenView)
Anti-dilution: the unloved child (Tilman Langer, GC @ Point Nine)
How to Build a Time Machine (Andrew Beebe, MD @ Obvious Ventures)
In the Metaverse, It’s Always ‘Ladies’ Night’ (Hunter Walk, GP @ Homebrew)
It's Gen Z's World, And We're Just Living In It (Rex Woodbury, Principal @ Index)
The Pareto Funtier (Packy McCormick, GP @ Not Boring)
The Power of Culture (Albert Wenger, Partner @ USV)
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