Thanks! I'm still developing an investment thesis. In the software world, I believe platforms that own transactions will have a chance to transform into new "standards" and push us towards true internet economies.

To your question, if I were to dream about 10 investment/innovation: • artificial photosynthesis • contour crafting • hydrogen combustion • new simulated reality (IMVU/Second Life—perhaps Oculus Rift) • embedded chips (in human body) • ubiquitous computing (Nest, fridge and appliances that talk to each other) • IPv6 privacy • consumer grade Bitcoin • robotics/humanoid • semi-autonomous AI

Even if you know the industries that will grow exponentially, it doesn't guarantee stock success. I've just recently seen an episode of Haven, where one guy gets sent into the past and tells his grandpa to "invest in the microprocessor". I immediately thought "what does that mean?! Invest in Intel...or VIA?". What he said would is no different than saying a few years ago "invest in smartphones".

So if I tell you nanotechnology, biotechnology and 3d printing are "the future", in which company do you invest now?