“We're pretty broad. We don't believe that we should be the VC in the conference room, writing on the whiteboard, coming up with the investment thesis. What we like are these big, legacy industries that are right for disruption, and then meeting entrepreneurs who understand the space that they're disrupting, not unlike going after the used car business. But we see people in agriculture, education, healthcare, and trucking: these big spaces and someone who deeply understands the space coming to us. Then, usually, we tend to invest when there are software and data involved as the technical moat.”