We’re especially interested in preventative healthcare, as this is probably the highest-leverage way to improve health. Sensors and data are particularly interesting for healthcare, where they can improve care and lower cost.
Areas of interest in Health & Wellness include:
Solutions that combine the mass scale of technology with one-on-one in-person interaction are particularly interesting to us, not just for students, but for the schools, enterprises and professionals who need to advance their educational agenda. Edtech is about advancing the potential of Human Capital.
Areas of interest in Skills & Education include:
We think that software will accelerate the pace at which financial services change and will eventually shift the nature of regulations. We want to fund companies with novel ideas for how to make that happen.
Areas of interest in Financial Services include:
Relative to the potential impact it doesn’t seem like enough smart people are working on this. A lot of smart people talk about A.I. with a combination of awe and fear both for good reasons. But it feels like it could be one of the dividing lines in the history of technology where before and after look totally different.
Areas of interest in A.I. / Machines / IoT include:
We believe in the decentralized, emergent, permission-less innovation that was so central to the vitality of the early Internet.
Areas of interest in Decentralization / Blockchain include:
The problem with web-bashing, of course is that the Internet is one of the most powerful technologies ever created and the idea that we have exhausted its potential two decades ago after we started exploiting it commercially is as ridiculous as saying that there was nothing left to do with electricity after the light bulb.
Areas of interest in Core Internet technologies include:
Software used by large companies is still awful and still very lucrative. Category-defining enterprise software companies will emerge to solve problems for every vertical, every business size and every job function.
Here are 3 specific areas we think are particularly interesting:
We believe that one of the best business models ever conceived could be the marketplace model. Because marketplaces benefit from powerful network effects – the winner take all impact has the opportunity to capture meaningful value. And blockchain has the platform to allow new and existing commerce & marketplace models to extend beyond traditional markets.