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by onewaystreet 4170 days ago
> 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.

The list is nothing more than some of the things they find interesting.
1 comments
bbcbasic 4170 days ago
> The list is nothing more than some of the things they find interesting.

If that is true, I don't see the point of the article or that it warrants much discussion.

I don't think that is the intent of the article though.

I took it as they expect these 16 themes to yield a lot of the new ideas they will invest in. If that is the case then these 16 are quite arbitrary and I don't see why these were chosen.

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dudurocha 4170 days ago
That would be PG point on his RFS https://www.ycombinator.com/rfs

The majority of VC companies have investiment thesis. In those thesis they put the kind of market and companies they would like to invest and why. It helps to guide the new associates and partner on where and what to look.

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