# Fund I

# December 2015

Yieldify

# October 2015

# Early stage startups

Unikernel (acquired by Docker January 2016)
Cockroach Labs
SuperHuman
Verifly

# Heavily funded / Late stage

Jet (acquired by Walmart August 2016)
GitHub (acquired by Microsoft June 2018)
Cyanogen (shutdown December 2016)
Docker
Medium
CloudFlare

# Dark horses

Picfair
Ravelin

# Public stocks

$ARMH (acquired by SoftBank q3 2016)
$AMZN
$FB
$GOOG
$GPRO (sold q1 2017)
$OCDO (sold q1 2017)
$SCTY (acquired by Tesla q4 2016)
$TSLA (sold q2 2018)
$TWLO (bought q2 2018)
$TWTR
$YHOO (sold q2 2016)

# Four horsemen competitors
# $100B market cap potential

UberCloudFlareStripe

# Cloud competitors

DigitalOceanOracleHuaweiAlibaba

# 2017

# Cryptocurrency

ETH BTC XLM ADA

# Fund II

# July 2018

Jetstack

# August 2018

OpenFaas
Kiss the hippo

# Four horsemen competitors 2018
# $100B market cap potential

TwilioAtlassian