Digest #59 | Climate Tech in Emerging Markets, The Web3 Debate, & more
Jan 16th – 22nd | Insights from USV, Costanoa, BCV, Anthemis, Upfront 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, & Outlooks
Climate Tech Investing in Emerging Markets (Mona Alsubaei, VC @ USV)
Not Your Father’s Insurance Industry (Mark Selcow, GP @ Costanoa)
ServiceThen, ServiceNow, ServiceTomorrow (Rak Garg & Yash Tulsani, BCV & UiPath)
22 Fintech Predictions for 2022 and Beyond (Christopher Cheng & Vishal Vasishth, Obvious Ventures)
Industry Developments & Analyses
🌎 Five frontier challenges to deep decarbonization (Shayle Kann, Partner @ EIP)
After a Massive Year, Fintech Leads the Pace of Change in VC (Amy Nauiokas, CEO @ Anthemis)
Where did consumerization of the enterprise go? (Kara Nortman, Partner @ Upfront)
The Web3 Debate (Packy McCormick, GP @ Not Boring)
Web 3 Leading Indicators (Part 6 of 7) (Matt Cohen & Dom Lau, Ripple Ventures)
Where are We Headed? Web3 (Part 2) (Dez Fleming, VC @ FirstMark)
Guides, Case Studies, and Best Practices for Operating
GTM Canon (Ali Abouelatta, First1000)
The Ultimate Product-Led Growth Resources Guide (Kyle Poyar, Partner @ OpenView)
“How Do You Evaluate Senior Executives?” (Ryan Caldbeck, Founder @ CircleUp)
Customer Concentration Risk in B2B Tech Companies (Tanay Jaipuria, PM @ Instagram)
The New User Journey: Follow Your Users to Understand how to Excel at Go-to-Market (Sam Richard, VP of Growth @ OpenView)
The Investment Manager of the Future (David Teten, Partner @ Versatile VC)
Nomadland, Banksy, and Our Web3 Future of Work (Rex Woodbury, Principal @ Index)
Is Compensation Stagnation to Blame for the Great Resignation? (Tomasz Tunguz, MD @ Redpoint)
Hereticon, Notes from the IRL (Mike Solana, VP @ Founders Fund)
Lessons in Storytelling (Pratyush Buddiga, Chief of Staff @ Susa Ventures)
Humanism’s Twin Goals for Society: Freedom and Solidarity (Albert Wenger, GP @ USV)
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