Digest #56 | Why Web3, Outlooks & Retrospectives, and more

Dec 26th–Jan 1st | Insights from USV, Ripple Ventures, Haystack, TCG, and others

Ali Afridi

Jan 2, 2022

Hi Everyone 👋,

Happy New Year!

As we dive into 2022, one of the pieces of content our team loves to read are the outlooks for the upcoming year by many of the investors in our community. In an effort to pull this content together, we’ve started aggregating a compilation here. Please let us know if we missed anything and if you write any related content please do send it our way!

Ali

Investment Themes & Theses

Why Web3? (Fred Wilson, GP @ USV)
Web3/Crypto: Why Bother? (Albert Wenger, GP @ USV)

Why Does Web3 Matter? (Part 3 of 7) (Matt Cohen & Dom Lau, Ripple Ventures)
Crypto meets Consumer Finance (Tanay Jaipuria, PM @ Instagram)

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2022 Outlooks

Five Predictions for 2022 (Tomasz Tunguz, MD @ Redpoint)
2022 Crypto Predictions (Peter Johnson, Partner @ Jump Capital)
10 Forecasts For The Near Future Of Tech (Scott Belsky, Angel Investor)
Loup’s 2022 Tech Predictions (Gene Munster, MP @ Loup Ventures)

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2021 Retrospectives & Analyses

Looking Back On Tech, Startups, And VC In 2021 (Semil Shah, GP @ Haystack)
What Happened In 2021 (Fred Wilson, GP @ USV)
A Look Back at Q3 '21 Public Cloud Software Earnings (Jamin Ball, Partner @ Altimeter Capital)
2021 Reflections (Sherman Leung, VC @ AlleyCorp)
2021 closing thoughts (Nandu Anilal, VC @ Canaan)

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Additional Reads

Why is the Internet So Lonely? (Gaby Goldberg, VC @ TCG)
Mark-to-Market Rounds - What Will Your Startup's Strategy Be? (Tomasz Tunguz, MD @ Redpoint)
Why Today’s ‘Mentorship Programs’ Mostly Fail Women in Tech (and How to Improve Them) (Hunter Walk, GP @ Homebrew)

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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