Digest #53 | Ecommerce Predictions, Green Economy software, Building Time Machines, & more
Digest #53 | Ecommerce Predictions, Green Economy software, Building Time Machines, & more
Dec 5–11th | Insights from Lightspeed, Bessemer, G2VP, Obvious Ventures, and others
Welcome to our 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
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)
Additional Reads
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)
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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