The success of early horizontal marketplaces such as eBay and Craigslist has propelled a new set of next generation marketplaces driven by vertical focus, mobile-first, or social. The cream of the crop have also developed an unnatural advantage on either the supply or the demand side of their business.
We believe that blockchain technology, while still early, has the potential to enable new business models that go beyond the current ad-dominated state of the internet. Blockchain tech can change the nature of finance, making money trustless and programmable.
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.