“Your Thesis Is Your Portfolio Page.”
— Hunter Walk, Homebrew VC
Unlike other VCs, we invest in competitive companies
We have yet to find a “winner takes all” Agetech sector. There is an incredible amount of untapped opportunity in these markets that can without question support multiple billion-dollar enterprises, so we see no reason to limit our support to only one.
If we’d had the opportunity, we’d have invested in both Uber and Lyft. Wouldn’t you?