Digest #28 | The Future of Games, Mega Marketplaces, and more
June 13th – 19th, 2021
Welcome to new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 500+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, and Outlooks
The Future of Games Is Instant (Jonathan Lai, Partner @ A16Z)
🦸♂️ Mega Marketplaces 🦸♂️ (Alex Taussig, GP @ Lightspeed)
Adjacent Governance: The future of power, strategic positioning, and existential threats in a decentralized world (Michael Dempsey, GP @ Compound)
Disruption at Work: It’s More than just WFH (Steven Sinofsky, Partner @ A16Z)
Industry Developments and Analyses
Decentralized Finance: What It Is, Why It Matters (Marvin Ammori for A16Z)
How the Great Zoom Migration Upended the Housing Market (Alex Rampell, GP @ A16Z)
I'm a Business, Man (Rex Woodbury, Principal @ Index)
Apple’s Key to Its Health Ambitions: Class II Watch Features (Gene Munster & David Stokman, Loup Ventures)
DAO Treasury/Balance Sheet Management (Yuan Han Li, Research Scholar @ Blockchain Capital)
Case Studies and Best Practices for Operating
The 25 Micro-Habits of High-Impact Managers (First Round Review)
Don’t Let Your Best Product Managers All Become People Managers Or Your Company Will Suffer (Hunter Walk, Partner @ Homebew)
Two minutes on implementing the Flywheel Effect (Julie Kainz, VP @ Dawn Capital)
Selecting the Right User Metric (Sequoia Capital India)
Choosing Your North Star Metric (Lenny Rachitsky for A16Z)
Startups and Media: Pt 1 (Elisa Schreiber, Partner @ Greylock)
Additional Reads
Internet Valuations and Multiples (Vivek Goyal, Analyst @ Altimeter)
Startups Are The Ultimate “Mental Game” — Part I & Part 2 (NFX Team)
The Great Game of Risk Played in Category Creation, and Why the Winning Strategy is Aggression (Tomasz Tunguz, MD @ Redpoint)
Technology Saves the World (Marc Andreessen, GP @ A16Z)
A Quick Pulse Check on Direct Listings (Scott Kupor, MP @ A16Z)
Derivative Investing (Kevin Stevens, Principal @ Energize Ventures)
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