What We Think


To invest differently, we first have to think differently.

Every day we set out to imagine the future and the companies that will create it. Through our insights, we hope to elevate the thinking about the trends that we believe will shape the world of tomorrow.

Impact
On Guard Against Cyberthreats
Cloudflare makes its web security and reliability services free to organizations that serve vital public interests.
Impact
Dexcom’s Glucose Monitoring Device Makes Life with Diabetes Easier
Diabetes remains a chronic health issue, and the number of people who suffer from it continues to rise. The Dexcom G6 continuous glucose monitoring system enables them to wear a sensor that wirelessly transmits real-time glucose levels to their devices.
Impact
Brazil’s Raia Drogasil Makes Creating a Healthy Society a Priority
Raia Drogasil took a leading role during the pandemic to ensure the safety of its customers and employees.
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Category

Impact
On Guard Against Cyberthreats
Cloudflare makes its web security and reliability services free to organizations that serve vital public interests.
Impact
Dexcom’s Glucose Monitoring Device Makes Life with Diabetes Easier
Diabetes remains a chronic health issue, and the number of people who suffer from it continues to rise. The Dexcom G6 continuous glucose monitoring system enables them to wear a sensor that wirelessly transmits real-time glucose levels to their devices.
Impact
Brazil’s Raia Drogasil Makes Creating a Healthy Society a Priority
Raia Drogasil took a leading role during the pandemic to ensure the safety of its customers and employees.
Impact
Charter Communications Is Bringing Broadband Access to Rural Communities
The pandemic has underscored the extent of the digital divide in the United States, where only 65 percent of the rural population have fixed, high-speed internet access, according to the Federal Communications Commission (FCC).
Impact
AIA Encouraging and Educating People to Lead Healthier Lives
This pan-Asian life insurer has launched a broad-based campaign that targets key health risks and chronic conditions that can be treated or prevented with healthier lifestyles and better access to health care.
Impact
Making COVID-19 Vaccine Distribution Easier
Twilio developed a call system to help emergency responders effectively communicate with healthcare providers on vaccine logistics.
Impact
Developing Drugs Faster
Wuxi Biologics’ R&D platform has been critical in the manufacture of vaccines and therapeutic antibodies against COVID-19.
Impact
Seeking a More Inclusive Workplace
Recruit, including Glassdoor and Indeed, embraces technology to help all people find fulfilling jobs.
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Podcasts

Podcast
Episode 4: Aptiv
Aptiv supplies computer technology to half of the world’s electrified vehicles. We expect it’ll lead the market in active safety solutions next year. Sands Capital’s Danielle Menichella and Dave Levanson discuss why we invest in Aptiv rather than trying to pick a winner from the crowded vehicle manufacturers' race.
Podcast
Episode 3: MercadoLibre
President and Director of Research Perry Williams and Research Analyst Judy Jiao discuss MercadoLibre, the Argentine company that is now the largest online ecommerce company by gross transaction volume.
Podcast
Episode 2: Sea
In this podcast, Neil Kansari discusses Sea, and outlines the economic, demographic, and market conditions in Southeast Asia for ecommerce and digital finance adoption.
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Perspectives Newsletter
Our latest thinking on innovation investing, long-term capital, and culture.

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