3. @paulsingh #VSW2015
WHY?
1. Technology is the fundamental driver of
growth in the industrialized world.
2. Private market investing is (one of) the few
remaining ways for the average person to
create significant wealth.
9. @paulsingh #VSW2015
API TO VENTURE CAPITAL
& FUNCTIONAL EXPERTISE
THE BIG OPPORTUNITY IN EARLY STAGE TECH INVESTING:
(FOR FOUNDERS. FOR INVESTORS. FOR GOVERNMENT.)
17. @paulsingh #VSW2015@paulsingh #VSW2015
TRACTION IS THE NEW
INTELLECTUAL PROPERTYPLATFORMS (SEARCH, SOCIAL & MOBILE) PRIMARILY DRIVING THE CHANGE.
NO LONGER “GOOD ENOUGH” TO DEPEND ON TECH DIFFERENTIATION.
33. @paulsingh #VSW2015
TWICE A WEEK A SMALL
HELICOPTER CIRCLES
OVER CUSHING’S TANK
FARMS ON AN OIL
INDUSTRY SPYING
MISSION.
“
34. @paulsingh #VSW2015
WALL STREET
ISN’T ALONETHESE TECHNIQUES ALREADY USED TO UNDERWRITE IN-VITRO
FERTILIZATION LENDING, PAYDAY LOANS, SUBPRIME AUTO
LENDING, HOME/PERSONAL/AUTO INSURANCE AND MORE.
46. @paulsingh #VSW2015
THE BUSINESS OF INVESTING
IS ABOUT CHOOSING THE
LEAST-WORST OPPORTUNITY
NOT TRYING TO PREDICT THE NEXT GOOGLE, FACEBOOK OR LINKEDIN.
51. @paulsingh #VSW2015
MORE THAN TRADITIONAL INDUSTRIES, THE
KNOWLEDGE ECONOMY HAS AN INHERENT
TENDENCY TOWARDS GEOGRAPHIC
AGGLOMERATION. IN THIS CONTEXT, INITIAL
ADVANTAGES MATTER, AND THE FUTURE
DEPENDS HEAVILY ON THE PAST.
THE SUCCESS OF A CITY FOSTERS MORE
SUCCESS, AS COMMUNITIES THAT CAN
ATTRACT SKILLED WORKERS AND GOOD
JOBS TEND TO ATTRACT EVEN MORE.
“
-- ENRICO MORETTI
57. @paulsingh #VSW2015
ALTHOUGH JOBS IN LOCAL SERVICES
CONSTITUTE THE VAST MAJORITY OF JOBS,
THEY ARE THE EFFECT, NOT THE CAUSE, OF
ECONOMIC GROWTH.
“
-- ENRICO MORETTI