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0/ 2021-2030 will be a Renaissance Decade.
I’m investing $3M this year into startups solving across this spectrum.
Here are the biggest opportunities I’m most excited about. If you’re building in any of these areas, let’s chat.
Let's dig in
I’m investing $3M this year into startups solving across this spectrum.
Here are the biggest opportunities I’m most excited about. If you’re building in any of these areas, let’s chat.
Let's dig in
1/ Education
$50K for subpar Zoom classes and an increasingly meaningless credential won't cut it.
Next gen schools, ( @flockjay), communities ( @Career_Karma), homeschooling ( @withprimer) and recruiters ( @placement) will educate, train and support the next billion people.
$50K for subpar Zoom classes and an increasingly meaningless credential won't cut it.
Next gen schools, ( @flockjay), communities ( @Career_Karma), homeschooling ( @withprimer) and recruiters ( @placement) will educate, train and support the next billion people.
2/ Crypto
The parabolic rise in bitcoin and ether price over the last few weeks may seem bubble-esque, but over the last 4 years, crypto developer and startup activity has 10x’d.
projects = startups =innovation = value.
Crypto and decentralization are about to rip.
The parabolic rise in bitcoin and ether price over the last few weeks may seem bubble-esque, but over the last 4 years, crypto developer and startup activity has 10x’d.
projects = startups =innovation = value.Crypto and decentralization are about to rip.
3/ Creators
The internet unleashes human ingenuity. Empowering ingenuity is the perfect pick/shovel business.
Companies that enable this - e.g. @teachable, @BookCameo - will take a “slice of human creativity.”
Prediction: 2030 will see a Creator Trillionaire.
The internet unleashes human ingenuity. Empowering ingenuity is the perfect pick/shovel business.
Companies that enable this - e.g. @teachable, @BookCameo - will take a “slice of human creativity.”
Prediction: 2030 will see a Creator Trillionaire.
4/ Space
It blew my mind when I had @thetimellis of @relativityspace on my podcast and he told me he was 3D printing rockets. The volume of ambitious projects related to space - @momentusspace, @boomaero, @vardaspace is incredibly exciting.
Talk about unbounded TAM.
It blew my mind when I had @thetimellis of @relativityspace on my podcast and he told me he was 3D printing rockets. The volume of ambitious projects related to space - @momentusspace, @boomaero, @vardaspace is incredibly exciting.
Talk about unbounded TAM.
5/ Capital Markets
The number of public companies has decreased by ~50% over the last 20 years.
Implication: Employees are locked in and access is closed off.
Companies that “democratize liquidity” (e.g. @cartainc, @talamobile) from start to finish will create mega value.
The number of public companies has decreased by ~50% over the last 20 years.
Implication: Employees are locked in and access is closed off.
Companies that “democratize liquidity” (e.g. @cartainc, @talamobile) from start to finish will create mega value.
6/ Productivity and Knowledge
Whether you’re on the remote work train or not, it’s undeniable we’re going to be working very differently over the next 10 years.
Knowledge management ( @DashworksAI) and company comms ( @loom, @usebubbles) will be rebuilt from the ground up.
Whether you’re on the remote work train or not, it’s undeniable we’re going to be working very differently over the next 10 years.
Knowledge management ( @DashworksAI) and company comms ( @loom, @usebubbles) will be rebuilt from the ground up.
7/ Consumer Health
Sleep. Fitness. Diet. Mind. The 4 prongs of a healthy lifestyle.
Software = 
price = access = consumers
Over the next decade everyone will have a personal trainer ( @FitnessAI_), sleep expert ( @eightsleep), therapist ( @calm) and chef ( @farmsteadapp)
Sleep. Fitness. Diet. Mind. The 4 prongs of a healthy lifestyle.
Software = price = access = consumersOver the next decade everyone will have a personal trainer ( @FitnessAI_), sleep expert ( @eightsleep), therapist ( @calm) and chef ( @farmsteadapp)
8/ Cybersecurity
Over the last decade, cloud adoption exploded. This decade we'll see a similar explosion of digital identity and security.
It’s not an accident that @OneTrust (shoutout Atlanta!) is on pace to be the fastest growing enterprise software company of all time.
Over the last decade, cloud adoption exploded. This decade we'll see a similar explosion of digital identity and security.
It’s not an accident that @OneTrust (shoutout Atlanta!) is on pace to be the fastest growing enterprise software company of all time.
9/ Fractional Ownership
@AliBHamed taught me an interesting lesson a few years ago - your mind opens up when you view everything as an asset.
I’m interested in companies increasing ownership in unconventional assets - collectibles, digital art, sneakers (e.g. @withotis).
@AliBHamed taught me an interesting lesson a few years ago - your mind opens up when you view everything as an asset.
I’m interested in companies increasing ownership in unconventional assets - collectibles, digital art, sneakers (e.g. @withotis).
10/ The Elderly
The elderly are increasingly isolated and depressed. Companies that build products to combat these emotions will unlock an undertapped consumer segment.
There are different angles here - e.g. grandkids on demand ( @join_papa), niche community ( @HelloRevel).
The elderly are increasingly isolated and depressed. Companies that build products to combat these emotions will unlock an undertapped consumer segment.
There are different angles here - e.g. grandkids on demand ( @join_papa), niche community ( @HelloRevel).
11/ India
Digital infrastructure has been totally unlocked in India. @reliancejio gave 4G for free to all Indians in 2016 and since then, over 400M Indians have been brought online.
Prediction over the next decade: India will surpass China for unicorns.
Digital infrastructure has been totally unlocked in India. @reliancejio gave 4G for free to all Indians in 2016 and since then, over 400M Indians have been brought online.
Prediction over the next decade: India will surpass China for unicorns.
12/ There are so many more areas to explore. Climate, real estate, healthcare, construction, enterprise software, retail etc.
I'm bullish on this decade - it'll be the best one in human history. Let’s get to work!
I'm bullish on this decade - it'll be the best one in human history. Let’s get to work!
