HW plus SW can produce some of the most defensible, enduring businesses if one gets it right.

The future is a computer vision world, from autonomous vehicles to robotics to security, training, education and entertainment.

Of course we have to believe that there is a viable market, a differentiated product offering and a chance to build something defensible but if you do those basics right you still get crushed without an amazingly talented founder.

One our biggest beliefs about Ring and frankly many of the other companies we’ve backed in computer vision (Nanit for baby monitors, Osmo for kids education & games, Density for people counts) is that focused computer vision beats generic use cases.