90% of all the information humanity has ever created was generated in only the last two years. This rate is only increasing which is why data continues to dominate our investment interests. We believe there is incredible value in the companies that are either creating unique data sets or are leveraging processed data to create innovative businesses. These are the companies we think that will fundamentally change both how we interact with the world and how we understand ourselves.
Mobile and cloud computing have completely changed the business of moving goods and people from Point A to Point B. Though the early household names are now close to maturity, the road for mobility and logistics transformation has a long way to go yet.