They are a late stage investor, so their bets are expected to be expensive. They are also not looking for quick returns, but rather counting on their portfolio companies to substantially change the industry that they operate in over the long term. i.e. Uber for driverless cars, semis, logistics, shipping. WeWork for pulling off spaces-as-a-service globally (for offices, apartments, schools, lifestyle services). Slack being able to shift enterprise communication and collaboration away from email and Microsoft products.

And while their top 2-3 investments get all the PR as expected, they are in a ton of different sectors and countries - https://visionfund.com/portfolio.