Digest #60 | Tech's Next Trillion-Dollar Opportunity, The Shadows of Web 3, & more
Jan 23rd–29th | Insights from G2VP, Northzone, A16Z, Insight, Haystack, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Edge Computing: Tech’s Next Trillion-Dollar Opportunity (Lonne Jaffe & George Mathew, Insight)
B2B Marketplaces → Financial Operating System (A16Z Team)
Unlocking ClimateTech — Trends to Watch in 2022 (Valerie Shen, Partner @ G2VP)
How Quantum Computing Can Solve Real-World Problems (Lonne Jaffe, MD @ Insight)
Industry Developments & Analyses
Lighting up the Shadows of Web 3 (Wendy Xiao Schadeck, Partner @ Northzone)
$40B 2021 climate venture recap (Sophie Purdom & Kim Zou, Climate Tech VC)
Populating the Metaverse — an Overview of the Early 2022 Landscape (Sabina Wizander & Beata Klein, Creandum)
The Consumerized Enterprise is the best thing to happen to software since its name changed to SaaS (Kara Nortman, Partner @ Upfront)
State of Chinese unicorns 2021 (Lillian Li, Founder @ Chinese Characteristics)
Guides, Case Studies, and Best Practices for Operating
ScaleUp Guide: Expanding to Asia Pacific (Pablo Dominguez & Courtney Zessar, Insight)
The New Operating Manual for Fintech-Enabled Marketplaces (Pete Flint, GP @ NFX)
Taking it to the Next Level (Asheem Chandna, Partner @ Greylock)
Your Startup’s Management Training Probably Sucks — Here’s How to Make it Better (First Round Review)
Marketing and PLG: Unlocking the Opportunity for Growth (Shannon Curran, Director @ OpenView)
The Unbundling of Venture Capital (Kyle Harrison, Principal @ Index)
Gyrations (Aashay Sanghvi, Principal @ Haystack)
On Covid (Fred Wilson, GP @ USV)
Why did late-stage valuations skyrocket? (Kevin Stevens, Partner @ Energize)
Can Starlink Save the American Mother? (Katherine Boyle, GP @ A16Z)
Defense Fordism and AI (Danny Crichton, Head of Editorial @ Lux Capital)
Our Fluid, Multi-Faceted, Pseudonymous Digital Identities (Rex Woodbury, Principal @ Index)
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