Thesis:
Future investment opportunities in technology enabled web services, artificial intelligence, machine learning, blockchain, robotics, fun tech, big data, cybersecurity, and healthcare IT all driven by an acceleration of market forces including:
massive adoption of highly efficient mobile and web networks, globally connecting billions of people and devices.
large communities of engaged users, growing rapidly vis the power and scaling of network effects and highly differentiated experiences.
faster and cheaper parallel computing combined with limitless storage and emergence of voluminous data types.
Ethos:
Adjust to markets but maintain core values.
Balance actions with pace and patience.
Titrate guidance carefully.
Collaborate authentically and transparently.
Earn reputation one deal at a time.