What’s Possible: 24th December, 2021
A weekly curation of what’s possible in frontier tech.
We hope you enjoy our wrap up of the best wrap-ups from the frontiers of tech.
Portfolio ⇨ Sorare’s Nicolas Julia’s Predictions for 2022
“2021 has been a landmark year for NFTs and Sorare. If you had asked me this time last year, I must admit I couldn’t have predicted such a breakout for NFTs this year. NFT sales surged past $10B in Q3, and we can expect close to $25B of NFT sales for 2021.” (read)
Cloud ⇨ Cloudflare’s Year in Review 2021
“We’ll focus on space (NASA and SpaceX flew higher), e-commerce (Amazon and Taobao rule), and social media (TikTok ‘danced’ to take the crown from Facebook). We’ll also take a little ‘bite’ on video streaming wars. Netflix is a Squid Game of its own and January 2021 was at the highest in our ranking — probably lockdown and pandemic-related.” (read)
Crypto ⇨ Coin Metrics’ State Of The Network 2021 Year In Review
In this special edition of the State of the Network we look back at crypto’s biggest storylines of 2021. (read)
Gaming ⇨ Mobile gaming accounts for the largest part of the 2021 market
Mobile gaming remains one of the largest, most important parts of the games industry. Not only is mobile gaming revenue growing, but the industry in general is still holding strong in spite of the worldwide concerns. (read)
Innovation ⇨ Bain & Company: Nine Tech Innovation Trends Leading the Executive Agenda in 2021
As firms prepare for a post-pandemic reality, a new set of technology themes will influence strategic priorities. (read)
Tech ⇨ The next big thing in 2022 is...
Nikhil Basu Trivedi asks 50 of tech’s top thinkers to weigh in on the year ahead and finish the sentence: “The next big thing next year is…” (read)
Venture ⇨ PitchBook: 2022 Emerging Technology Outlook
2021 was a year to remember for emerging technologies, as VCs set records for capital invested and startups pioneered solutions across a range of industries. The sheer volume of records broken raises the question: What's next? (report)
Holiday must-reads (ICYMI):
Packy McCormick’s 2021 wrap-up — The best is yet to come (link)
Benedict Evans’ macro trends — Three Steps to the Future (link)
The best of Stratechery (Ben Thompson) from 2021 (link)
Lightspeed’s Web3/Crypto/Metaverse Ecosystem Guide (link)
Punk6529’s Guide to NFT Twitter (link)
Chris Dixon: Why Web3 Matters (link)
Messari’s 2022 crypto thesis (link)
Matthew Ball’s Metaverse Primer (link)
Rex Woodbury: IP Legos (link)
If you'd like to see more of what we’re exploring at Possible Ventures, you can follow us on Twitter.
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Possible Ventures supports ambitious teams in the early stages. We invest into ecosystems that are changing our future.
Frontier technologies: climate; energy and deep tech; crypto and web 3.0; advanced manufacturing and new materials; life sciences; and space.
Societal shifts: health; food; education; finance; media; gaming and the metaverse; and the future of work.
You can read our investment manifesto here.
If you come across a great team that seems like a fit, please send them our way!