2022-2030 will be a Renaissance Decade.
I’m investing $3M in 2022.
Here are the 10 biggest opportunities I’m most excited about.
If you’re building in any of these areas, let’s chat:
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1. Capital Markets
The number of public companies has decreased by ~50% over the last 20 years.
Implication: Access is getting more concentrated and closed off.
Companies that expand the pie from start to finish (e.g , ) will create significant value.
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2. Education
The ⬆️cost + ⬇️quality of education is the single biggest blocker for upward mobility.
We need new infrastructure to support the next billion people.
Schools - ,
Communities -
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3. Space
The advancements in space projects have gotten really ambitious over the last few years.
I'm excited about:
Supersonic Flight -
3D Printed Rockets -
Satellite Comms - ,
Infrastructure -
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4. B2B Infrastructure
Infrastructure that enables intelligent work will be very valuable.
3 areas that are deceptively large:
Process Automation - ,
Payroll - ,
Spend Management - , ,
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5. Consumer Health
Over the next decade everyone will have a full team of experts in their back pocket.
⬆️Software = ⬇️price = ⬆️access = ⬆️consumers
Sleep -
Therapy -
Nutrition - ,
Mind -
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6. India
The Indian startup ecosystem is special right now. 3 areas of interest for me are:
Financial Empowerment - Akudo, ,
Education -
Business Enablement - ,
For more on India see 👇
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The Indian startup ecosystem is on the verge of a once in a generation explosion.
I've invested in 5 companies that are growing like wildfire and want to do A LOT more. Let's talk if you're building for India.
Here's what's going on and why you should pay attention now:
Show this thread
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7. Accelerating Entrepreneurship
The internet unleashes human ingenuity.
Empowering ingenuity is the perfect “pick and shovel” business.
Companies that enable this - e.g. , , - will take a “slice of human creativity."
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8. Crypto
Price aside, over the last 4 years, crypto developer and startup activity has 10x’d.
⬆️projects = ⬆️startups =⬆️innovation = ⬆️value.
I'm most interested in crypto solutions enabling liquidity (, ) and accelerating new projects (e.g. ).
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9. 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 (shoutout Atlanta!) is on pace to be the fastest growing enterprise software company of all time.
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10. Supply Chain & Logistics
We need better supply chain platforms for the economy, but also our national security.
I’m interested in companies focused on vertical solutions (e.g. ) and horizontal solutions (e.g. ).
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There’s a lot of talk right now in the ecosystem about bubbles and macroeconomic concern.
There’s legitimacy to this and it’s a super complicated issue so I won’t irresponsibly opine.
That said, here’s some food for thought:
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The S&P 500 has a $40 trillion market cap.
Microsoft is worth more than all of the world’s unicorns.
Apple is worth more than all of crypto.
Almost all of world's disruptive innovation is worth less than the 2 largest companies in the world 🤯
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There are so many more areas to explore than what I listed above (e.g. climate, real estate, construction, enterprise software etc).
This will be the best decade in human history.
Tech is going to go really mainstream in a big way.
I can't wait.
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