Conversation

Smartphones: done! Drones, 3D printing: no consumer use case Smart home: absorbed by existing vendors Voice: only works in niches AV: wait 10 years AR: what optics? VR: stuck as a subset of games ML: working! Crypto: working, but for what? Games: does the TAM 10x?

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What area of technology do you like?

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I'm interested in trying to understand things. Not so much in boosterism.

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ok...what have you understood that you are bullish on/like in the past 5 years?

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I see an endless flow of cool companies making cool products around SaaS, or machine leaning, or ecommerce that don't fit into any of those categories. But post-smartphone, we've also had a LOT of Next Big Things that weren't

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In fact, I think it's really interesting to look at the divergence between the companies being built that are essentially taking 15 year old ideas ('marketplaces!') and applying them to new spaces, and the ones based on stuff that probably won't work for another few years

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Frame.io is basically Google Docs for video. It's a 2005 idea! And it was the coolest demo I saw all year. We don't all have to be about wild! optimism! for! CRYPTO! all the time ;)

frame.io

Next generation video collaboration

Frame.io is the world’s leading video review and collaboration platform. Share media, collect feedback, manage reviews, and deliver finished work faster — from anywhere in the world.

4:03 PM · Oct 24, 2021

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