Digest #62 | Modular Construction, The Discipline Web3 Companies Must Develop, & more
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.
You can learn more about Teardowns and subscribe here.
Ali
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)
Additional Reads
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?
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