Sesame Summit 2026 – application open

Data trends and Clubhouse

This list was started two weeks ago. You’re looking into my brain as of February 10th. And here we are, publishing on February 18th.

As mentioned in previous articles, I always enjoy looking into patterns in these lists, especially afterwards.

There’s an overarching structure that encourages you to read through the list from books and reports, to general articles around strategy, entrepreneurship or venture capital. And then we go deeper into marketing, podcasting, newsletters – topics related to Selected – before ending with some science, gaming, arts and music.

In some occasions, there are also deeper connections between items which looks fascinating in retrospect since I never plan them. We explored them in our annual list of lists.

I feel like this is a consequence of using this list as a form of digital gardening, a way for me to collect ideas and stories worth checking afterwards. You can do it on Notion, Roam Research or Evernote. You name it.

This week, the red thread is data. It’s present on (almost) every single item. And it’s the core of what we’re building at Sesamers as mentioned in my recent Clubhouse article.

Welcome to the most Selectivest.

Books

Paving – Conversations with Incredible Women Who are Shaping Our World

A book about 25 global women leaders would be remarkable by itself. The fact that it is written by a teenage girl makes it incredible.

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The Cold Start Problem

Otherwise known as the “Chicken or Egg Problem,” the “Cold Start Problem” is a puzzle that this book promises to address by revealing “what makes winning networks successful, why some startups fail to successfully scale, and most crucially, why products that create and compete using the network effect are vitally important today.”

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RyanBerg

Big Ideas 2021 Report

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Faster Than The Future: Facing The Digital Age

Shoutout to one of this report’s co-authors who also happens to be one of my good friends, Robin Wauters

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Culture

A letter to my people: I

Ignorance is a choice, thus it is not an excuse

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MemeGenerator
  • Link: nicolasdolenc.medium.com/a-letter-to-my-people-i-b19a3ae1f8f5
  • Author: Nicolas Dolenc

Venture Capital

Turning up the heat on VC cold inbound pitch forms

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Marketing

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Battery
  • Report: battery.com/wp-content/uploads/2021/01/Battery-Whitepaper-B2BTechBranding.pdf
  • Author: Rebecca Buckman

The Loop: Our Community & Public Platform strategy & roadmap for Q1 2021

Inspired by the interplay between their Community & Public Platform teams.

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Podcast

A Post-Mortem for Social Podcast Discovery

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Data

The Data Source #2 | The Metadata Revolution ✊

It all starts with having a strong framework around extracting metadata into one source of truth, an end-to-end lineage powering use cases including data operability, access control, quality, auditability, and more.

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Pinterest

Helping the Enterprise build reliable data products

From a VC point of view, if you’re a believer in the evolution of the stack, playing the monitoring part is often a “good” bet to take.

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Source: bi-survey.com/top-business-intelligence-trends (n=2,653)

Gaming

A sneak peek at MetaHuman Creator: high-fidelity digital humans made easy

Creating one high-quality digital human is difficult and time-consuming. Scaling that effort to create many diverse digital humans of the quality required by next-gen platforms and high-end virtual production is a formidable task indeed.

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YouTube

Science

Algorithmic and human prediction of success in human collaboration from visual features

What’s the best group to win at an Escape Room game? Larger, older, and gender diverse groups are more likely to escape. And machines are better than humans at predicting the outcome.

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Music

How Music Promotion is Going to Change in 2021 (Spotify Growth, FB Ads and Beyond)

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Smarter Playlists: automate your music discovery, playlist strategy, and library organisation

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News 4 hours ago

The French unicorn isn’t just playing games with its business strategy—it’s winning! French gaming powerhouse Voodoo is absolutely crushing it right now! The company just announced its second consecutive year of profitability, proving the skeptics wrong and showing that diversification into social media apps like BeReal might just be the magic formula for sustainable growth in the competitive mobile space. BeReal’s transformation: From money pit to breakeven When Voodoo acquired gen Z photo-sharing app BeReal last June in that headline-grabbing €500m deal (€166m upfront with the rest in earnouts), many industry watchers raised eyebrows. At acquisition time, BeReal was burning through an eye-watering €2.6m monthly and hadn’t even started monetizing its product. “We couldn’t afford to keep this cash burn,” Voodoo CEO Alexandre Yazdi told us with refreshing candor. “The first objective was not to earn money but to break even.” Fast forward a few months and the turnaround is already happening! After some tough-but-necessary cost-cutting (including around 30 staff layoffs) and implementing “light monetization” through advertising, the BeReal business has stabilized. As Yazdi explains: “We’ve managed to do this in a few months. If we give ourselves 2-3 years… we can start building a resilient and profitable business.” Beyond hyper-casual: Voodoo’s evolution strategy While the BeReal acquisition grabbed headlines, it represents just a small slice (10%) of Voodoo’s revenue pie. The company’s bread and butter remains mobile gaming, where it’s competing with giants like Zynga (acquired by Twenty-Two in 2022 for €11.2bn) and Supercell (which reported €2.8bn in 2024 revenues). What’s fascinating is how Voodoo has completely shifted its business model. The company initially rode the hyper-casual gaming wave—those instantly playable, viral games with short lifespans—but has now pivoted hard toward “hybrid-casual” titles that offer deeper gameplay and monetization. These now represent a whopping 70% of Voodoo’s revenue! Looking ahead, Yazdi revealed the company plans to expand into even more complex “pure casual” games, with potential revenues reaching up to €1bn per game. That’s not chump change! M&A strategy: Not just BeReal BeReal might be Voodoo’s most talked-about acquisition, but it’s just one of approximately 20 deals the company has completed. Notable purchases include Israeli gaming studio Beach Bum (€300m in 2021) and various smaller partner studios. While M&A isn’t their primary growth strategy, Voodoo is keeping its eyes peeled for new opportunities. The company recently secured €175m in funding from a consortium of banks and institutional partners, primarily to refinance existing debt. What’s next? (Hint: Not an IPO) Despite the impressive growth trajectory, don’t expect Voodoo to hit the public markets anytime soon. When asked about a potential IPO, Yazdi remained cautious, noting that “for a successful IPO, you need certain elements…” including sufficient scale. With 950 million downloads in 2024 and 150 million monthly active users, Voodoo has clearly established itself as a major player in the mobile space. The question now is whether its diversification strategy—particularly the transformation of BeReal from a money-losing phenomenon into a sustainable business—will cement its place among Europe’s tech giants for the long haul. One thing’s for sure: this French unicorn isn’t done disrupting the mobile landscape! Want more insights on Europe’s hottest tech companies and their growth strategies? Join our community of tech lovers at Sesamers.com!

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