What are the next generation of tools and platforms that are built to serve consumers, community builders, and creators in the post-Covid, hybrid world?
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But a few ripe categories remain to be ripped, including blue-collar jobs, home services, and rentals.
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As management teams ramp up in the coming year, we expect consumer companies to pursue B2B partnerships to drive non-inflationary distribution, avoiding the typical Facebook, Instagram, Google, and Apple “taxes.”
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The industry’s appetite for science-native software-as-a-service tools is accelerating.
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VBC done right demands purpose-built approaches that will be built on a fundamentally different stack.
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We expect to see this capability—and services like it—become available for subprime and early-credit consumers in particular.
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Hence, I see an opportunity for a white-label payment processor in Latin America.
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It will incentivize third-party infrastructure built on top of payment rails, as has been the case across the world.
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We’re on the cusp of unlocking a new generation of web3 native games that will be fun, broadly appealing, and uniquely enabled by blockchain technologies.
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I believe we’ll see more mobile-first game creation.
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In the year ahead, you may not know who’s who anymore—and you won’t mind.
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We’ll see emergent, procedurally generated worlds, each populated with their own rich histories, inhabitants, and mysteries.
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In the year ahead, developers will pinpoint what makes their games intrinsically fun—and why web3 is a necessary component.
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Brands that lean in, like Gucci, will be rewarded by the hearts and wallets (both physical and digital) of consumers.
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While there is still a way to go in reforming the regulatory frameworks for these types of reactors, SMRs and the broader nuclear industry are likely poised for growth in the year ahead.
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We’re likely to see robotics companies develop automation solutions for specific verticals, and scale to service multiple use cases within these industries, rather than performing a particular task across sectors.
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After decades of sending everything offshore, we’re bringing everything back home.
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I believe we’ll see even more innovation enabling the digitization of our industrial economy in the upcoming year.
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As budgets tighten, software investments will come under increased scrutiny.
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In the coming year, I expect we’ll see a new generation of SaaS platforms emerge to meet those heightened expectations for how software should work.
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But more people are now starting to care about decentralizing access to blockchains for all users—even those who cannot run a node themselves.
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It would be fantastic to see more constructions for zk-proofs that fill the gaps in the multidimensional space of these tradeoffs.
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I expect these developments, along with continued theoretical advances, will lead to an influx of application developers, given how significant zero knowledge is to so many use cases.
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I’m excited for the first generation of VDF hardware to be available, paving the way for practical deployment.
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We are at the very beginning of crypto-native, fully “on-chain games,” or—as others prefer to call its superset—“autonomous worlds,” built on top of blockchain technology.
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I’m excited to see the various web3 applications that will be built on top of not just this primitive, but also with decentralized identifiers and verifiable credentials.
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I’m excited to see builders continue to expand what’s possible in this category of decentralized energy coordinated by blockchains.
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Social commerce, discovery commerce, video commerce—these trends are inevitable, and 2023 will be the year it all becomes obvious.
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It’s likely that in 2023, a new wave of labor marketplaces will help employees build identity and reputation, connect directly with hiring managers, and get training and resources to build their careers.
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In 2023, AI-focused founders will put user behaviors and psychology first to create products that can be readily embraced by everyday consumers.
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In 2023, I think we’ll see a wave of companies that enable sellers to tap into alternative sources of inventory.
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In 2023 we hope to finally see a breakthrough in precision delivery that will unleash a landslide of queued-up therapeutic approaches to progress into the clinic.
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We’ve only begun to scratch the surface of proximity-inducing chemistry and in 2023 we expect continued breakthroughs in the field.
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We expect consumer healthcare to be front and center in 2023.
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In 2023, companies of all sizes will turn to software to solve their challenges.
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While we’ve seen significant focus and investment over the past 5+ years on innovating around the front-end of financial transactions, we’ll see a market shift in 2023 toward building tools to better manage the often unseen (yet vital) back-office functions of running a healthy financial services business.
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In 2023, we expect to see more companies tackling the infrastructure layers needed to bring business banking into the digital age (at most banks, the business owner is still required to show up in person just to open an account!).
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In 2023, both new founders and existing startups will continue to vie for the most coveted spot within fintech infrastructure: the one-stop-shop for identity verification and onboarding.
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In 2023, we expect more digitally native lenders to pursue bank charters.
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In 2023, fintech companies will need to strike a delicate balance between pushing the envelope by building with new technology rails such as large language models (LLMs), but also maintaining customer trust.
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The biggest revolution to hit gaming in 2023 will be the creation of production-ready generative AI models for all asset types needed to produce a modern game.
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In fact, I expect they’ll become even more popular in 2023.
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As the concept of the metaverse evolves, I hope that developers in 2023 will shift back to this idea of launching games that focus on creative tools, features, and infrastructure as an integral part of their games’ core loop.
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In 2023, I expect games to take the reins from social networks in new and meaningful ways.
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In 2023, the Space Industrial Base will continue to grow in size, birthing critical companies serving our nation’s interests.
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In 2022, much of this took the form of AI-generated images of dogs flying in outer space or AI avatars reflecting the best version of our self(ies), but in 2023 and beyond, the enterprise productivity implications will start to shine.
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