Where I'm putting my money in 2019

Ai

Investing in AI-driven software, frontier tech, and emerging markets with a focus on diversity and women-led companies, while navigating regulatory changes and identifying opportunities in underappreciated sectors.

Key takeaways
  • Investing in diverse markets, including consumer, marketplaces, and enterprise, with a focus on AI-driven software and frontier tech.
  • Notable investments include companies like Shift Technology (insurance), Loft (space tech), and Inscribe (Ireland-based).
  • Believing that the next billion-dollar businesses will be built outside of Silicon Valley, with a focus on Canada, Israel, and other emerging markets.
  • Expecting increased investment in B2B enterprise software, specifically in AI-driven solutions for industries like insurance, financial services, and automotive.
  • Anticipating changes in the regulatory environment, particularly regarding data privacy and collection.
  • Looking for entrepreneurs who are passionate, authentic, and able to execute on their vision.
  • Considering investments in companies that are redefining industries, such as female-founded companies and those focused on underappreciated markets like developer platforms.
  • Investing in a range of sectors, including SaaS, marketplaces, and consumer brands.
  • Demonstrating a willingness to invest in companies outside of traditional hubs, such as Israel and Austin, Texas.
  • Focused on investing in women and diverse founders, recognizing the potential for underappreciated opportunities in traditionally male-dominated industries.
  • Viewing the current venture capital landscape as being at an inflection point, with opportunities arising from regulatory changes, demographic shifts, and the rise of frontier tech.
  • Considering companies that are not just addressing market gaps but also have a clear vision for growth and scalability.
  • Looking for entrepreneurs who are able to execute on their vision, have a deep understanding of their market, and can build strong, distributed teams.