Digest #62 | Modular Construction, The Discipline Web3 Companies Must Develop, & more
Feb 6th – 13th | Insights from G2VP, Sapphire Ventures, Index, 2048, Redpoint, and others
Hi Everyone 👋,
In case you missed it, we launched a new series called Teardowns last week. Teardowns lives as a separate newsletter where we dive into the fastest-growing companies across different markets.
Investment Themes, Theses, & Outlooks
Building Blocks: Modular Construction and the Future of How We Build (Francesca Whitehead, VC @ G2VP)
Product-Led Growth (PLG) CRMs Emerge: Mapping the Market and our 2022 Predictions (Sapphire Ventures Team)
Industry Developments & Analyses
The New Discipline Web3 Software Companies Must Develop (Tomasz Tunguz, MD @ Redpoint)
Summarizing Q4 2021 Advertising Performance for the Internet Giants (Damir Becirovic, Principal @ Index Ventures)
The Changing World of Medicare Advantage (Jacob Effron, Principal @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
“Existing is not news”: How to Make Your Early-stage Startup PR Fly (Elisheva Marcus, VP @ Earlybird's Insights)
7 Tips for Founders When Negotiating Term Sheets with VCs (Alex Iskold, GP @ 2048)
Ins and Outs of Fundraising Today (Nikhil Krishnan, Founder @ Out-Of-Pocket)
3 Reasons Why SAFE Notes Can Ruin Your Company (David Paul, MP @ DWP Capital)
Your guide to PLG & community (Kyle Poyar, Partner @ OpenView)
A Tale of Two Markets (Kyle Harrison, Principal @ Index)
NFPs (Fred Wilson, GP @ USV)
Balancing Growth, Quality, and Valuations (Kevin Stevens, Partner @ Energize)
The Most Powerful Question in Investing (Doug Clinton, GP @ Loup)
Myspace, Tumblr, and the Long-Lost Weirdness of the Social Internet (Rex Woodbury, Principal @ Index)
Let's Burn Books (Mike Solana, VP @ Founders Fund)
Putting Ideas into Words (Paul Graham, Founder @ Y Combinator)
Ownership and the American Dream (Packy McCormick, GP @ Not Boring)
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.
We’d really appreciate it if you shared it with a friend who would find it valuable.
Did someone send you this email? Subscribe below.