Fund 1 Focus:

We invest in early-stage companies in AI, 5G IoT and Media Tech. We offer a generous co-invest opportunity and target 20% CAGR over the next ten years

 

Megatrends

  • Technology that provides applicable, real-world solutions but still in the early years of growth

  • Disruptive in nature and poised to create value

  • Industries that can leverage our operational experience and network

 
 

  • AI is rapidly evolving. Deep learning and computing power now deliver models with trillions of hyperparameters compared to billions just a year ago. In the next 5-10 years, AI will grow 40% annually. Deep learning will create a $30 trillion market cap in the next 15-20 years, according to ARK Investment. Google, Netflix, and Facebook have all used AI to gain competitive advantage and strategic moats.

  • 5G enables a larger IoT ecosystem by connecting more devices, wearables, and machines. 5G standalone devices will be available in 2021, and connected devices will reach 3.2 billion in the coming years. Some research reports project market growth of 73 percent from $2.6 billion in 2021 to $40.2 billion in 2026. Connected devices will generate more data, driving AI and data management. Our team has access to every significant mobile telco globally, allowing us to foster the best startups.

  • OTT (over-the-air) streaming services are disintermediating broadcast, satellite, and cable television. By 2026, global OTT TV and Video revenues will double to $83 billion. ESports will have nearly 500 million viewers in 2021, and 1 billion in 2024. In turn, these new media and entertainment outlets will spur new technologies. Our media savvy will bring experience with Sony Pictures, ESPN, Roku, and Warner Media.