Digest #34 | Recommerce Enablement, Decline of Venture Debt at the Early Stage, and more
July 25th – July 31st, 2021
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses & Outlooks
Recommerce Enablement 1.0 (Varun Sridhar, Sr. Associate @ Revel)
The Creative Age: Part 1 (Saaya Nath, VP @ Jump Capital)
Industry Developments & Analyses
The Decline of Venture Debt at the Early Stage (Tomasz Tunguz, MD @ Redpoint)
The Rise of Intelligent Applications (Matt McIlwain, MD @ Madrona Ventures)
From Digital Oil to a Digital Nation — Narratives for Ethereum in 2021 (Gui Laliberté, EiR @ Electric Capital)
Streaming, COVID-19, and the Changing Theatrical Window (Tanay Jaipuria, PM @ Instagram)
The Growing Demand for Clean Electricity (Mona Alsubaei, Intern @ USV)
🌎 Green capital is heating up #64 (Sophie Purdom & Kimberly Zou, Climate Tech VC)
Case Studies and Best Practices for Operating
The Danger of Early Hype in Consumer Social (Sarah Tavel, GP @ Benchmark)
‘Inside Rounds’ Used to Be Bad. Sequoia & WhatsApp Changed Venture Forever (Hunter Walk, Partner @ Homebrew)
Capital Allocation for the Startup CEO (Doug Clinton, MP @ Loup Ventures)
A Five Minute Intro to Startup SEO (Hillary Bush, MBA Associate @ Founder Collective)
Pinduoduo: Together, More Bull, More Bear, More Fun (Lillian Li & Packy McCormick)
Additional Reads
How fast is too fast? (Nikhil Basu Trivedi, GP @ Footwork)
The Velocity of Money in Startupland (Tomasz Tunguz, MD @ Redpoint)
Which Emerging Ecosystem Flywheels are Spinning the Fastest? (Steven Cook, VC @ Chicago Ventures)
Nailing Capital vs Scaling Capital (Sajith Pai, Director @ Blume Ventures)
American Spaceman, Body and Soul (Mike Solana, VP @ Founders Fund)
Cash on Cash vs IRR (Fred Wilson, GP @ USV)
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