Garry() @garrytan Managing Partner, @Initialized. Earliest investor in @coinbase @instacart @flexport & 100+ moreโ€”$36B in startup market cap so far. Forbes Midas List 2019 #21 ๐Ÿš€ May. 16, 2019 1 min read

Initialized 2019 key theses

๐Ÿ—„ File cabinet businesses eaten by software
๐Ÿค– Pragmatic computer vision: Computers can see
๐Ÿงฎ Lendtech: Anything that can be lent against will be
๐Ÿš™ Autonomy will remake cities
๐Ÿ‘จ๐Ÿผโ€๐Ÿฆณ Eldertech for 73M soon to be retirees
๐Ÿ’กAll businesses are now memes

๐Ÿ’ฐ Crypto is software eats money, eng teams that ship will win
๐Ÿ™…๐Ÿปโ€โ™‚๏ธ Privacy tech becomes must have vs surveillance adtech capitalism
๐Ÿฅ Telemedicine improves access & quality to healthcare
๐Ÿฅ‡ New more accurate credentialing = edu/job with proverse selection

The future is bright

Not an exhaustive list. There is so much happening in the world that smart teams are tackling that nobody else is thinking or talking about

Thatโ€™s how all the interesting stuff starts

โ˜๏ธ Single cloud will be replaced by multi-cloud (on prem will resurge and data will need to be stored in countryโ€” single cloud tech will die)

๐Ÿ‘ฉ๐Ÿปโ€๐Ÿ’ป Remote work with distributed teams worldwide will become dominant and widely accepted

๐Ÿฅฆ 20th century dead food (canned, preserved, processed) will be replaced by better/faster/cheaper fresh food supply chains enabled by software/logistics

๐Ÿ’Š Medicare/health insurance opening new alternative reimbursement/incentives = new wave of viable healthcare startups

๐Ÿ’ณ The best fintech will have organic durable low CAC. The days of fintech CAC scams are over (raise money, buy users, repeat)

โ› Picks and shovels APIs and cloud svcs that make 20M devs super powerful

You can follow @garrytan.


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