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.
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.