4 investment themes

Non-exhaustive list of themes and ideas I'm excited about

Preserving data wealth in the midst of the great LLM arms race

Stung by privacy concerns, ChatGPT has now introduced a feature it likens to ‘incognito mode'

Gender diversity across our portfolio

The death of fintech is greatly exaggerated

InsurTech: from leapfrogging to sneaking in

Rethinking Wealth Management with software

B2B payment flows: The Africa opportunity

As carbon is financialised, a new frontier opens up in Fintech

Catching financial crime in an era of super-fast finance

My Next Chapter in Venture

LocalGlobe presents a 10 year view of European health and biotech

A little more Latitude