0/ 2021-2030 will be a Renaissance Decade.

I’m investing $3M this year into startups solving across this spectrum.

Here are the biggest opportunities I’m most excited about. If you’re building in any of these areas, let’s chat.

Let's dig in

1/ Education

$50K for subpar Zoom classes and an increasingly meaningless credential won't cut it.

Next gen schools, ( @flockjay), communities ( @Career_Karma), homeschooling ( @withprimer) and recruiters ( @placement) will educate, train and support the next billion people.

2/ Crypto

The parabolic rise in bitcoin and ether price over the last few weeks may seem bubble-esque, but over the last 4 years, crypto developer and startup activity has 10x’d.

projects = startups =innovation = value.

Crypto and decentralization are about to rip.

3/ Creators

The internet unleashes human ingenuity. Empowering ingenuity is the perfect pick/shovel business.

Companies that enable this - e.g. @teachable, @BookCameo - will take a “slice of human creativity.”

Prediction: 2030 will see a Creator Trillionaire.

4/ Space

It blew my mind when I had @thetimellis of @relativityspace on my podcast and he told me he was 3D printing rockets. The volume of ambitious projects related to space - @momentusspace, @boomaero, @vardaspace is incredibly exciting.

Talk about unbounded TAM.

5/ Capital Markets

The number of public companies has decreased by ~50% over the last 20 years.

Implication: Employees are locked in and access is closed off.

Companies that “democratize liquidity” (e.g. @cartainc, @talamobile) from start to finish will create mega value.

6/ Productivity and Knowledge

Whether you’re on the remote work train or not, it’s undeniable we’re going to be working very differently over the next 10 years.

Knowledge management ( @DashworksAI) and company comms ( @loom, @usebubbles) will be rebuilt from the ground up.

7/ Consumer Health

Sleep. Fitness. Diet. Mind. The 4 prongs of a healthy lifestyle.

Software = price = access = consumers

Over the next decade everyone will have a personal trainer ( @FitnessAI_), sleep expert ( @eightsleep), therapist ( @calm) and chef ( @farmsteadapp)

8/ Cybersecurity

Over the last decade, cloud adoption exploded. This decade we'll see a similar explosion of digital identity and security.

It’s not an accident that @OneTrust (shoutout Atlanta!) is on pace to be the fastest growing enterprise software company of all time.

9/ Fractional Ownership

@AliBHamed taught me an interesting lesson a few years ago - your mind opens up when you view everything as an asset.

I’m interested in companies increasing ownership in unconventional assets - collectibles, digital art, sneakers (e.g. @withotis).

10/ The Elderly

The elderly are increasingly isolated and depressed. Companies that build products to combat these emotions will unlock an undertapped consumer segment.

There are different angles here - e.g. grandkids on demand ( @join_papa), niche community ( @HelloRevel).

11/ India

Digital infrastructure has been totally unlocked in India. @reliancejio gave 4G for free to all Indians in 2016 and since then, over 400M Indians have been brought online.

Prediction over the next decade: India will surpass China for unicorns.

12/ There are so many more areas to explore. Climate, real estate, healthcare, construction, enterprise software, retail etc.

I'm bullish on this decade - it'll be the best one in human history. Let’s get to work!