Thesis

“The Data Networked Platform opportunity is entering an accelerated growth cycle in the coming 10 years driven by Mobile, APIs* and AI*. It will create and define the future winners in the platform, network and marketplace arenas across industries as sectors are bing reshaped. We have a disciplined view and a unique skill-set to discover and drive value early. We love the dual-power of technology and business model innovation going hand in hand.”

* AI = Artificial Intelligence, API = Application Programming Interface
“Data Networked Platform (DNP)”: Data networked platforms drive value by making its utility indispensable by driving better service and outcomes through the continuous usage of its ever growing usage data. Data is at the core of its differentiated and unfair competitive advantage. Aligning growth drivers such as mobile, AI, IoT, increased usage of APIs, and deployment models such as SaaS, PaaS or IaaS are accelerating value creation going forward. DNPs can come in the form of pure platform plays, marketplaces and user networks.