"The thesis is around interpretive intelligence," the person said.
"We proactively connected with them because we have this thesis around searching for and investing in platforms with beautiful design, stunning visual search experience, and empowering professionals/craftsman in the trade," said Hsiao.
The thesis is really around non-typical industries that are ripe for disruption.
For instance, if the thesis starts out "Around the turn of the nineteenth century in England, women frequently…", you might start your restatement out with something like "Women in early nineteenth-century….".
Weiss' post created such an engaging conversation around the future of enterprise software that we decided to build a panel at Disrupt SF around the thesis, featuring Weiss himself, Box CEO and founder Aaron Levie, Zendesk CEO and founder Mikkel Svane, and Chris Kemp, the CEO of Nebula.
"We've had a big thesis around the consumerization of the enterprise — but you're really seeing the consumerization of everything now, and some of the most interesting investment opportunities exist at the edges of a lot of these different sectors — data, healthcare, consumer mobile, and the freelance economy," Yang says.
Within our broader software approach, we have developed a very strong thesis around the massive transformation the retail industry is currently facing.
We foresee at least dozen new venture firms and vehicles emerging in 2019 with clear sector-led investment thesis around the place of Southeast Asian economies in the global value chains of fashion industry, agriculture and food; labour, healthcare services; manufacturing, construction tech and so on, with investment teams that have the necessary expertise to unravel this increasing complexity.
The thesis was elaborated in Waismann's "Theses" dated to "around 1930" which were presented as Wittgenstein's considered views).
Despite the lean times and bad press that the cleantech industry has faced, Khosla has remained consistent in its investment thesis around the promise of renewable energy and energy-efficiency technologies.
