March is a busy month so far. We’ve got three different events in the process of being written up. These include one on information security, one on big data (GigaOM) and one that focuses more generally on technology and social change.
Two areas we’ve been working on including the “next wave in retail” and the “programmable web” have been in the news of late and we expect these themes to be very topical for the next 12 to 36 months. It always feels like a brave new world in the emerging technology space.
In addition to our active public investing we have started to make private investments again after a hiatus. Our direct investing is very selective due to limited capital and management bandwidth. As an experiment we are participating in some of these new “syndicates” of angel investing to understand their potential for returns and diversification for smaller investors.
Lastly we have also started developing some actual software technology that should allow us (and ultimately our clients) to have a better handle on emerging technology companies for improved decision making that tends to lead to higher returns. This work has been on the “drawing board” since 2012 and will probably take at least the rest of 2014 for there to be any kind of prototype. There’s a strong development plan behind the initial work if we can get it done and it is successful.