I’m making a bet on an investment trend that stands to generate trillions of dollars worth of alpha for investors in the coming decade (and even though I’ve never played poker before, this is a play worth betting on).
Demographic changes are the big shifts in our population that lead to changes in economic and social activity and in today’s tech-forward world, they are inherently changes to the internet user base. For companies building new tech companies, these changes signal emerging market opportunities, potential shifts in product-market fit, and can materially define consumer behavior.
Demographic changes are the ultimate TAM-expansion events and within these TAM-expansion events lies the opportunity to build the next great company.
Spend 5 minutes with me as I break down the thesis behind my firm, Cake Ventures. I’ll touch on three vital layers of the demographic change ‘cake’, and show you why the way I invest stands to deliver some serious alpha for investors.
Learn more about Cake Ventures: https://www.cake.vc/
Read our most recent whitepaper on aging and caregiving: https://www.graynewworld.com/caregivers
Read our other whitepapers: https://www.cake.vc/insights