For 2015 I listed out: "Gold markets" -Big data (with emphasis on things like Cloudera (~$3B co), Mesosphere) -SaaS with an emphasis on APIs and Dev Tools -Geno

For 2015 I listed out: "Gold markets" -Big data (with emphasis on things like Cloudera (~$3B co), Mesosphere) -SaaS with an emphasis on APIs and Dev Tools -Genomics And then a set of markets I thought would be smaller or binary. Full post here: http://blog.eladgil.com/2015/01/hot-markets-for-2015.html http://blog.eladgil.com/2015/01/hot-markets-for-2015.html For genomics in particular, Illumina is now a $40 billion company while Exact Sciences ($9B), Invitae ($1 billion), 23andMe (a few billion) and Ancestry (a few billion) are all in the market too.