Last week (13 March) we announced our evolved investment thesis: The Convergence Stack. This frames both our investments and their relationship with one another as well as the wider ‘crypto’ industry in an OSI-inspired model from hardware at the bottom to the application layer at the top that combines DLT with IoT, Big Data & AI.
If you think investing in crypto is hard – investing in our Convergence Thesis, how DLT combines and converges with IoT, Big Data and AI is even harder. The technical complexity of keeping pace with multiple deep technologies and their interactions is hugely demanding and requires a dedicated team of technical analysts who can only really learn by doing. This means they must be active developers, administrators and participants of networks.