We don’t invest in themes; we invest in special founders with breakthrough ideas. Which means we don’t make investments based on a pre-existing thesis about a category. That said, here are a few of the things we’ve been observing or thinking about; we’re especially grateful to our founders/companies, and the entrepreneurs we meet with everyday, for their insights here…
[For other trends we’ve covered already elsewhere, please see our series on mobile eating the world (with lots of charts!), you bet your SaaS, and government x tech.]