Expect the current AI-driven technology wave to follow similar patterns to previous waves, like the mobile wave and the cloud computing wave: it will change our lives and give birth to a fresh set of era-defining tech companies.
Based on both academic & industry research, the above insight demonstrates that a multi-vintage FoF made up of a concentrated portfolio of best-in-class Venture managers is an efficient way for an individual or a small institution to build a Venture program which can deliver net outperformance over time.
This article summarises the different ways in which venture-backed companies, and their founders are all playing their part in contributing to the ‘E’ in ESG.
