Hey Everyone,

Our friends over at Demand Curve are organizing a virtual growth summit next month with top marketers and founders including Hiten Shah, Brian Dean, and Nik Sharma. They’ve offered free tickets to SandHill.io readers – you can claim a free ticket for Growth Summit through this link if interested!

Investment Themes, Theses, & Outlooks

• The Tripping Point (James Joaquin, VC @ Obvious)

• Next Gen Real Estate: Yesterday’s Real Estate vs. Tomorrow’s (Ryan Freedman, GP @ Alpaca)

• Benefits 2.0: Brokers as the Frontline of Benefits Innovation (Simran Suri & Rick Zullo, Equal)

• What’s Old is New: The Great Rebundling (Medha Agarwal, Partner @ Redpoint)

• Where in the world might fintech be headed? (Manuel Silva, GP @ Mouro)

• The Vertical Opportunity (Pratyush Buddiga, VC @ Susa)

Industry Developments & Analyses

• How Startups Are Building for Underserved Communities (Rex Woodbury, Partner @ Index)

• Foundations for Successful Fintech Infrastructure (and Several Tradeoffs to Consider) (Marc Andrusko & Angela Strange, A16Z)

• Live eCommerce: Infomercials are popular again!?!? (Abhishek Maran, VC @ Folklore Ventures)

• How European Tech Startups Disrupt the Energy Industry (Moritz Belling, VC @ Earlybird)

Guides, Case Studies, and Best Practices for Operating

• Systematizing Go-To-Market Hiring (Tomasz Tunguz, MD @ Redpoint)

• Why Did Your Sales Team Miss Plan? Check Your Quota on the Street (QoS) (Bill Binch, Partner @ Battery)

• Spotify: Building Product to Improve Unit Economics (Jax Vullinghs, Partner @ AirTree)

Additional Reads

• It's Supposed To Be Hard (Morgan Housel, Partner @ Collaborative Fund)

• Web3 Users Are Just Like Web2 Users (Tomasz Tunguz, MD @ Redpoint)

• Startups and Value Creation and Destruction (Tanay Jaipuria)

• Face To Face (Fred Wilson, GP @ USV)

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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