# Virtual Portfolio
# December 2015
Yieldify
(acq by Publicis Groupe Jan 2023)
# October 2015
# Early stage startups
Unikernel
(acq by Docker Jan 2016)
Cockroach Labs
SuperHuman
Verifly
(Thimble acq by Arch Insurance Apr 2023)
# Heavily funded / Late stage
Jet
(acq by Walmart Aug 2016)
GitHub
(acq by Microsoft Jun 2018)
Cyanogen
(acq Dec 2016)
Docker
(acq by Mirantis Nov 2019)
Medium
CloudFlare
(IPO Sep 2019)
# Dark horses
Picfair
Ravelin
# Public stocks
$ARMH (acq q3 2016 by softbank)
$AMZN (sold 2019)
$FB (sold q4 2018)
$GOOG (sold 2019)
$GPRO (sold q1 2017)
$OCDO (sold q1 2017)
$SCTY (acq q4 2016 by tesla)
$TSLA (sold q2 2018)
$TWLO (bought q2 2018)
$TWTR (sold q4 2018)
$YHOO (sold q2 2016)
# Four horsemen competitors
# $100B market cap potential
Uber
CloudFlare
Stripe
# Cloud competitors
DigitalOcean
Oracle
Huawei
Alibaba
# 2017
# Cryptocurrency
ETH BTC XLM ADA
# Four horsemen competitors 2018
# $100B market cap potential
Twilio
Atlassian