A Consumer-Driven Stack Introduction The growth of the on-demand economy (from 41.5m to 56m U.S. consumers in 2018) is transforming supply chains globally like never before. Fast-moving consumer goods that once took days to arrive are now expected in hours or even minutes. Status visibility, product authenticity, and receipt optionality are no longer premium service … Read more
Opportunities Abound, Discipline Not Forgotten Introduction The year 2017 strangely feels reminiscent of 1993, as we are living in the dawn of the next internet, or Web 3.0: a new paradigm where applications, users, and connected devices interact directly with each other. “Bitcoin became the first decentralized digital currency in 2009, and is an entirely … Read more
Moving to the Edge for Speed and Autonomy Making Decisions at the Edge WHAT IS EDGE COMPUTING? How quickly what’s new becomes commonplace. Cloud computing has been one of the biggest conduits for innovation over the past 10 years and will remain an important part of the computing infrastructure for the foreseeable future. But as … Read more
Systems of Intelligence Definition and Thesis Over the past 36 months, it’s been clear that opportunities innovating around manufacturing have percolated to the top. Here we explain why we’re excited about the future of Industrial Technologies, how we look at this world, what we look for in Founders building the next generation of solutions, and … Read more
It’s Still Rocket Science … Introduction The NewSpace value chain has never been as exciting as it appears today. New entrants (e.g., SpaceX, RocketLabs, and Virgin Galactic) have democratized access to low Earth (LEO) and geosynchronous Earth orbits (GEO), thereby disrupting the near monopoly that federally subsidized incumbents have enjoyed for decades. Competition yields new … Read more
PREFACE The growth in drone technology to serve as an enabling tool has attracted the attention of many investors; currently the industry is valued at $127 billion. As the space becomes increasingly crowded, it is important to identify optimal investing strategies. In the following white paper, as well as in our recent TechCrunch publication, we at … Read more
NLP on the Verge of Utility Natural language processing (NLP), encompassing text- and voice based human-computer interaction (HCI), promises a new way to approach consumers and service them where they already communicate with each other… in chat. However, it is not as simple as slapping a new interface on top of old applications. The technology … Read more
Developing the key elements of the stack Introduction The world is abuzz — the past several years have been an exciting time for drones. From videos of drones flying cool missions inside R&D labs to marketing ploys like Amazon’s AirPrime, drones have gained the attention of consumers, enterprises and governments. The FAA expected that over … Read more