Streaming Consciousness: What Ya Looking For, too?

A response to my June 2020 post.

A response to my June 2020 post.

It’s Wednesday. So it’s time for me to share what trends or concepts are occupying my brain. Last week I wrote about how insane the VC market has been thanks to more capital in the market, low-interest rates, and phenomenally startups that are increasing the acceleration of technology adoption in many industries. The moral of last week’s post was to stop complaining and adjust to the game (speaking directly to myself).

I later saw that the “State of Venture Capital” presentation from the “All In” Podcast further elaborated that the times are changing. One point from the presentation that resonated with me was this slide:

It reminded me that last year, I shared that I was shifting my investor mindset (from an opportunistic approach to a more focused strategy). However, I never shared those focus areas with the general public (until now, see below). If you invest in these areas or operate a company in one of these themes, please reach out to me on Twitter @earnestsweat.