My Investment Thesis
Simple really. I look for opportunities to take an early leadership position in an emerging market -or- to disrupt large, established markets.
Mixed reality (AR/VR) will be a sizeable and important market with applications for both consumers and business. Currently, I am part of Metaverse, the largest syndicate for mixed-reality investment on AngelList.
Content creation, distribution, advertising, and entertainment are in the midst of fundamental change, paving the way for an entire generation of new leaders.