It’s that time of year again! The world's top independent thinkers and investors are sharing their 2022 predictions. So why do predictions matter? These thinkers are early adopters. They live at the fringes of the internet and see the future before the rest of the world even wakes up to it. Sure, many of these predictions will prove to be incorrect. But ignoring them would be unwise…
Happy New Year friends 👋 ,
It’s that time of year again! The world's top independent thinkers and investors are sharing their 2022 predictions.
So why do predictions matter?
A quote by fiction writer Willam Gibson perfectly sums it up.
These thinkers are early adopters. They live at the fringes of the internet and see the future before the rest of the world even wakes up to it.
Sure, many of these predictions will prove to be incorrect.
But ignoring them would be unwise…
These thinkers have invested in or created multiple billion-dollar companies…and in 2022, they’ll do it again.
Today we’ll explore:
📈 Top investing trends for 2022: Read as “what problems will companies solve?”
💡 New year, new EPO: Leveling up in 2022
I've read the virtual filing cabinet of 2022 trend predictions from top entrepreneurs, thought leaders, and investors and have surfaced 3 that I find particularly interesting. I encourage you to dig in, explore, find your own signals that resonate with you.
3 exciting predictions:
Prediction by 7 Ventures: Home Sweet Home – The future of healthcare will shift back to the home
Largely driven by COVID-19, the aging population and the rising prevalence of chronic disease, the future of healthcare will largely shift to the home. This shift will extend from low-acuity urgent care visits to higher-acuity long-term care such as hospital in the home and continuous preventative care for the elderly, economically vulnerable, or people with multiple chronic conditions. For example, MedArrive leverages a technology-enabled care delivery solution driven by a network of EMS providers to bring affordable at-home care to vulnerable populations across the country.
Companies are also responding to the needs of the aging population by providing blended virtual and at home care that expands beyond traditional clinical care. As companies like Homethrive have demonstrated, the market is ripe for such technologies to support both the aging population and their caregivers.
Callum Comments: In 2021, we saw an explosion of investment in virtual care services. While I believe this market will cool down, I think it aligns with an industry-wide shift in care frameworks.
Digital Health Funding - 7 Ventures
Value + quality (value based care) is becoming critically important within the healthcare ecosystem. Health plans, which control the money flow of the entire healthcare system, are placing particular emphasis on their capability to bend the healthcare cost curve. I believe that preventative measures, opposed to reactive measures, are the only sustainable way to do that.
We’re already seeing early signals of this preventative outlook with companies like Cityblock, a tech-first virtual care service, and Everly Health, at home health testing, being pushed by insurance companies to its members.
Prediction by Lan Xuezhao, Founder & Managing Partner at Basis Set Ventures:
“The next big thing in 2022 is investing in private companies becoming much more democratized, with everyone investing. Institutional investors need to operate substantially differentiatedly to win, and the venture fund ranking reshuffles every couple of years.”
Callum Comments: There are a few trends that are important to follow here.
Companies staying private longer: There has never been more capital in the private markets. Companies are delaying the typical IPO path and early-stage private investors are capturing the majority of the returns.
The rise in community-based investing (e.g GameStop + Reddit): As Mark Goldberg mentioned in his 2022 predictions, the rise of social/community-based trading means that individuals now own 12x the amount of the stock market as hedge funds.
The retail investor class is educated. Alongside the increase in community-based investing, where retail investors invest together, comes unprecedented influence. These investors will put pressure on regulatory bodies to change polity to support unaccredited investors getting access to early-stage, pre-IPO, opportunities.
Prediction by Mark Goldberk, Partner at Index Ventures: As time spent in the Metaverse explodes, so will the complexity of our financial assets. The merger of virtual and fiat wealth will redefine every service offered by a traditional bank.
Imagine a world where:
You can get a CC secured by your portfolio of NFTs 💳
Your mortgage application takes into account your Roblox Robux as personal assets.
Your income from play-to-earn games like @AxieInfinity verifies you’re a trustworthy tenant on a lease 🎮
Millions of consumer balance sheets will have meaningful virtual assets next year -- just b/c it's hard to value them, doesn't mean they should be ignored.
A next-generation of virtual/fiat products is around the corner.
Callum Comments: I’m pro-metaverse and believe Web3 will change the way we build and buy, but I don’t think this trend is just limited to Web3.
Most Gen Z and Millennials consumers see themselves as “gamers”, meaning they spend a large portion of their lives online.
Modern fintechs are partnering and integrating with these attention aggregating platforms (gaming platforms) hoping to beat rising customer acquisition costs (CAC).
I predict that this trend will support the rise of the next generation of payment networks, replacing traditional payment tracks like Visa and Mastercard, creating a universal payment network where value can flow ubiquitously across our online and offline worlds.
As we’re in the spirit of predictions, I thought I’d share a prediction for Early Public Offering (EPO).
It’s been an amazing year for EPO, we grew from 0 members to over 3,000. But in 2022, we have much bigger plans.
Predictions for EPO:
Grow from 3,000 members to 100,000 members
Become the leading source for private market investing education
We plan to do this by meeting with the country's top thought leaders, investors, and entrepreneurs decoding their investment strategies, and bringing you along for the ride. Beyond interviews, we’ll conduct primary research, going deeper than anyone else on the topics and trends that are shaping the investing landscape of tomorrow.
THIS WEBSITE IS OPERATED BY EARLYPUBLICOFFERING.COM, WHICH IS NOT A REGISTERED BROKER-DEALER.
EARLYPUBLICOFFERING.COM AND ITS AFFILIATES MAKE THE INFORMATION AND CONTENT ON THIS WEBSITE AVAILABLE AS A SERVICE TO ITS CUSTOMERS AND OTHER VISITORS, TO BE USED FOR INFORMATIONAL PURPOSES ONLY. THE FINANCIAL INFORMATION CONTAINED ON THIS WEBSITE IS DERIVED SOLELY FROM THE APPLICABLE LISTED COMPANY, AND EARLYPUBLICOFFERING.COM DOES NOT VERIFY OR ASSURE THE ADEQUACY, ACCURACY OR COMPLETENESS OF ANY INFORMATION. NEITHER EARLYPUBLICOFFERING.COM NOR ANY OF ITS OFFICERS, DIRECTORS, AGENTS AND EMPLOYEES MAKES ANY WARRANTY, EXPRESS OR IMPLIED, OF ANY KIND WHATSOEVER RELATED TO THE ADEQUACY, ACCURACY, OR COMPLETENESS OF ANY INFORMATION ON THIS SITE OR THE USE OF INFORMATION ON THIS WEBSITE, AND ANY REPRESENTATION OR IMPLICATION TO THE CONTRARY IS EXPRESSLY DISCLAIMED, NOR SHALL ANY SUCH PARTY HAVE ANY LIABILITY WHATSOEVER ARISING FROM ANY ERROR OR INCOMPLETENESS OF FACT OR OPINION IN, OR LACK OF CARE IN THE PREPARATION OF, ANY OF THE MATERIALS POSTED ON THIS WEBSITE.
NOTHING CONTAINED ON THIS WEBSITE SHALL BE CONSTRUED AS LEGAL OR TAX ADVICE, AND EACH PROSPECTIVE INVESTOR SHOULD CONSULT WITH THEIR FINANCIAL ADVISORS, ACCOUNTANTS, ATTORNEYS AND OTHER PROFESSIONAL ADVISERS AS TO LEGAL, TAX, ACCOUNTING AND RELATED CONSEQUENCES OF AN INVESTMENT IN THE FUND AND AS TO THE SUITABILITY OF AN INVESTMENT IN THE FUND IN LIGHT OF SUCH PROSPECTIVE INVESTOR’S INDIVIDUAL CIRCUMSTANCES. ALL INVESTORS SHOULD MAKE THEIR OWN DETERMINATION OF WHETHER OR NOT TO MAKE ANY INVESTMENT BASED ON THEIR OWN INDEPENDENT EVALUATION AND ANALYSIS. ALL SECURITIES INVOLVE RISK AND MAY RESULT IN SIGNIFICANT LOSSES, INCLUDING THE POSSIBLE LOSS OF YOUR ENTIRE INVESTMENT. IN MAKING AN INVESTMENT DECISION, INVESTORS MUST RELY ON THEIR OWN EXAMINATION OF THE PERSON OR ENTITY CREATING THE INTERESTS AND THE TERMS OF THE OFFERING, INCLUDING THE MERITS AND RISKS INVOLVED. NOTHING ON THIS WEBSITE SHALL CONSTITUTE AN OFFER OR SOLICITATION TO SELL OR A SOLICITATION OF AN OFFER TO BUY, NOR WILL THERE BE ANY OFFER, SOLICITATION, OR SALE OF THE INTEREST IN ANY JURISDICTION IN WHICH SUCH OFFER, SOLICITATION, OR SALE IS NOT AUTHORIZED OR TO ANY PERSON TO WHOM IT IS UNLAWFUL TO MAKE ANY SUCH OFFER, SOLICITATION, OR SALE. THIS WEBSITE IS NOT, AND UNDER NO CIRCUMSTANCES IS IT TO BE CONSTRUED AS, A PROSPECTUS OR ADVERTISEMENT, AND THE OFFERING CONTEMPLATED IN THIS IS NOT, AND UNDER NO CIRCUMSTANCES IS IT TO BE CONSTRUED AS, A SECURITIES OR PUBLIC OFFERING.
THE FINANCIAL PROJECTIONS AND ANY OTHER ESTIMATED, PROJECTED, TARGETED OR ASSUMED INFORMATION ON THIS WEBSITE CONSTITUTE “FORWARD-LOOKING STATEMENTS”. PROSPECTIVE INVESTORS SHOULD NOT PLACE UNDUE RELIANCE ON FORWARD-LOOKING STATEMENTS, AS THEY ARE SPECULATIVE IN NATURE AND MAY PROVE INCORRECT. THE INCLUSION OF FORWARD-LOOKING STATEMENTS HEREIN SHOULD NOT BE REGARDED AS A REPRESENTATION, WARRANTY OR GUARANTEE OF ANY KIND BY EARLYPUBLICOFFERING.COM, ITS DIRECTORS, OFFICERS, EMPLOYEES, REPRESENTATIVES, AFFILIATES, AGENTS OR ANY OTHER PERSON OF THE RESULTS THAT WILL ACTUALLY BE ACHIEVED BY THE APPLICABLE COMPANIES. ADDITIONALLY, EARLYPUBLICOFFERING.COM HAS NO OBLIGATION TO UPDATE OR OTHERWISE REVISE ANY FORWARD-LOOKING STATEMENTS, INCLUDING ANY REVISION TO REFLECT CHANGES IN ANY CIRCUMSTANCES ARISING AFTER THE DATE HEREOF RELATING TO ANY ASSUMPTIONS OR OTHERWISE. EQUITY CROWDFUNDING INVESTMENTS IN PRIVATE PLACEMENTS, AND START-UP INVESTMENTS IN PARTICULAR, ARE SPECULATIVE AND INVOLVE A HIGH DEGREE OF RISK AND THOSE INVESTORS WHO CANNOT AFFORD TO LOSE THEIR ENTIRE INVESTMENT SHOULD NOT INVEST IN START-UPS. COMPANIES SEEKING STARTUP INVESTMENTS THROUGH EQUITY CROWDFUNDING TEND TO BE IN EARLIER STAGES OF DEVELOPMENT AND THEIR BUSINESS MODEL, PRODUCTS AND SERVICES MAY NOT YET BE FULLY DEVELOPED, OPERATIONAL OR TESTED IN THE PUBLIC MARKETPLACE. THERE IS NO GUARANTEE THAT THE STATED VALUATION AND OTHER TERMS ARE ACCURATE OR IN AGREEMENT WITH THE MARKET OR INDUSTRY VALUATIONS. EARLYPUBLICOFFERING.COM IS NOT ACTING IN A FIDUCIARY CAPACITY WITH RESPECT TO ANY USER OF THE EARLYPUBLICOFFERING.COM SERVICES, AND EARLYPUBLICOFFERING.COM DISCLAIMS ANY BROKER-CLIENT OR ADVISOR-CLIENT RELATIONSHIP WITH RESPECT TO ANY PARTY USING THOSE SERVICES.