We don’t invest in themes; we invest in special founders with breakthrough ideas. Which means we don’t make investments based on a pre-existing thesis about a category. That said, here are a few of the things we’ve been observing or thinking about; we’re especially grateful to our founders/companies, and the entrepreneurs we meet with everyday, for their insights here…

[For other trends we’ve covered already elsewhere, please see our series on mobile eating the world (with lots of charts!), you bet your SaaS, and government x tech.]

Virtual Reality

Sensorification of the Enterprise

Machine Learning + Big Data

The Full-Stack Startup

Containers

Security

Online Marketplaces

Bitcoin (and Blockchain) ‎

Cloud-Client Computing

Digital Health

Online Video

Crowdfunding

Insurance

Internet of Things

DevOps

‘Failure’