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David Waxman
Managing Partner
Big Data Opportunity Stack
Hardware
Infrastructure
Platforms / Algorithms
Applications
“In the next 10 years, we will shift to a world that is
AI-first”
Sundar Pichai
CEO of Google
3
Land of Giants
Where are we looking?
● Performance improves cohort over cohort.
● Liquidation on older cohorts continue to
grow as new intelligence is applied
7
It’s About the Data, Stupid
Domain Specialization
Intimate Knowledge
of big industry
Industry has or could
have proprietary data
Could that data be put to work
to create value?
Could the data be replicated
by someone else?
TenOneTen Ventures
We Want to Meet You
David Waxman
david@tenoneten.net
@dwaxd

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David Waxman Keynote