Initialized 2019 key theses
🗄 File cabinet businesses eaten by software
🤖 Pragmatic computer vision: Computers can see
🧮 Lendtech: Anything that can be lent against will be
🚙 Autonomy will remake cities
👨🏼🦳 Eldertech for 73M soon to be retirees
💡All businesses are now memes
💰 Crypto is software eats money, eng teams that ship will win
🙅🏻♂️ Privacy tech becomes must have vs surveillance adtech capitalism
🏥 Telemedicine improves access & quality to healthcare
🥇 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
That’s how all the interesting stuff starts
☁️ Single cloud will be replaced by multi-cloud (on prem will resurge and data will need to be stored in country— single cloud tech will die)
👩🏻💻 Remote work with distributed teams worldwide will become dominant and widely accepted
🥦 20th century dead food (canned, preserved, processed) will be replaced by better/faster/cheaper fresh food supply chains enabled by software/logistics
💊 Medicare/health insurance opening new alternative reimbursement/incentives = new wave of viable healthcare startups
💳 The best fintech will have organic durable low CAC. The days of fintech CAC scams are over (raise money, buy users, repeat)
⛏ Picks and shovels APIs and cloud svcs that make 20M devs super powerful
You can follow @garrytan.
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