How to Identify Underrated Markets

The narrative and hype cycle around shared micromobility has caused many to take their eye off the ball on the opportunity at hand. Huge scooter-centric funding rounds, blowups, and controversies distract from the fact that micromobility more generally is a classically disruptive technology platform and has the potential to transform cities in both... See more

It is hard to call a market with 2.7 billion participants and annual spend of over $150B underrated. But despite its scale, the gaming market has only recently “graduated” from a mass market social norm perspective beyond something kids do when they should be studying or playing sports.

Gaming is expanding its reach into every part of our lives (education, medicine, music) and is becoming the foremost battleground for the future of big tech. This strikes me as analogous to the Facebook story from above. The market clearly believes video games represent a valuable opportunity, but may be underrating the scale by orders of magnitude... See more