“We are in a new era.” Olaf Scholz, German Chancellor, Feb 2022 Russia’s invasion of Ukraine has significant near-term and long-term economic and political implications, and we believe could unleash a new world order for the next five to ten years. …

Four Sectors that Will Flourish — After a tumultuous 2020, we are all ready to start a more typical year. However, we expect that 2021 will be a transition year as companies and investors adjust to changes in the economy, social activity, and new work practices. Like many observers, we expect a rush to travel, leisure…

In March of 2020, the world changed. The COVID-19 pandemic brought countries and their health care systems to their knees, caused a massive global economic recession, and whiplashed many social and economic norms. In doing so, the pandemic also caused many new norms to be adopted, though reluctantly. …

To our Portfolio Companies, and Think + Community: As you gather your resources and revise your strategy for the new world order, we recommend that you consider these three steps in your evaluation: 1. Manage cash flow. We don’t believe in V shape recovery for the economy, even if the…

Earlier this week, The Wall Street Journal reported that the economists now see the probability of a recession in the next 12 months close to 34%, the highest in the past five year. Whether we will get a recession or not in the next year, most startups are ill-prepared to…

The classic market that is ‘ripe for disruption’ is usually one that is very large, highly inefficient, has few agile competitors, high margin potential, and low capital requirements. Think of transportation and how Uber was able to exploit and disrupt this inefficient market. …

IMHO, the best consumer electronic product of 2018 didn’t come from Amazon, Google, Samsung, or a hot new startup. It was introduced by a company that has not sold any hardware before: Facebook. …

Perhaps the most notable aspect of this year’s CES was the lack of aisle after aisle of me-too products on the latest technologies. Promisingly, some core technologies like wearables, digital health and home automation, seem to be maturing (in a positive way). …