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

• 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)

• Great Startups Deserve Great Brands — Build a Strong Foundation by Avoiding These Mistakes (First Round Review)

• Marketing and PLG: Unlocking the Opportunity for Growth (Shannon Curran, Director @ OpenView)

Additional Reads

• 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)

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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