Digest #54 | Employer-led Health Disruption, Business of Space, & more
Dec 12–18th | Insights from Northzone, Obvious Ventures, Coefficient Capital, A16Z, Redpoint, Primary, 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 650+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes & Theses
Every Company is a Healthcare Company: why employers are leading a trillion-dollar disruption (Michelle Nacouzi, VC @ Northzone)
Orchestration Software: Unlocking Superpowers for SMBs (Chris Cheng, VC @ Obvious Ventures)
2022 Outlooks & 2021 Retrospectives
2022 Consumer Trends (Coefficient Capital & The New Consumer)
22 Healthcare Predictions For 2022 (Meera Clark & Vishal Vasishth, Obvious Ventures)
Spotlight on Consumer-Directed Technologies: 2022 Digital Health Predictions (7wire Ventures Team)
Ecommerce Trends That Shaped 2021 (Lia Zhang & Brian Schechter, Primary Ventures)
Looking Back at the Fintech IPOs of 2021 (Emily Man, VC @ Redpoint)
🌏 2021 in review, 22 perspectives for 2022 (Kim Zou & Sophie Purdom, Climate Tech VC)
Industry Developments & Analyses
The Business of Space (Jake Tauscher, VC @ G2VP)
The Benefits and Drawbacks of Web 2 (Matt Cohen & Dom Lau, Ripple Ventures)
🌍 An ocean and atmosphere of CO2 removal #82 (Kim Zou & Sophie Purdom, Climate Tech VC)
Creators, Culture, & Crypto: State of the Union (Rex Woodbury, Principal @ Index)
Guides, Case Studies, & Best Practices for Operating
Come for the Tool, Stay for the Exchange: Bootstrapping Liquidity in the Private Markets (David Haber, GP @ A16Z)
Building a Board: What I Wish I Had Known (Ryan Caldbeck, Founder @ CircleUp)
The 3 Levels of Goal Setting That Every Startup Needs (Matt Hoffman & Tania Luna, M13)
Navigating Your Way to a Solid Series A: Part II (Emma Silverman, Principal @ TMV)
Additional Reads
The Fifth SaaS Correction (Tomasz Tunguz, MD @ Redpoint)
I’m Successful In Tech Because I Managed To Visit The Future Without A Time Machine (Hunter Walk, GP @ Homebrew)
Charting the rise of the student builder (Alexandra Sukin & Sakib Dadi, Bessemer)
Variant Xi (Mike Solana, VP @ Founders Fund)
Playing Startup Versus Building a Company (Charlie O’Donnell, GP @ Brooklyn Bridge Ventures)
Did we miss something?
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