Let me start by stating something obvious: in the last decade, technology has transformed from a tool that we use to a place where we live. If we’re setting out to change the character of technology in our lives, we’d be wise to learn from the character of places.
VR is an interesting category but there are real hardware barriers to overcome. For the time being we still consider VR niche: let’s see when headset usage becomes more commonplace, and how that impacts the landscape upon which such companies are built.
I personally think that an interesting opportunity is to better transpose online the spontaneity/serendipity of the interactions that people have at the office. Two good examples are Loom which enables workers to create videos with the least friction possible (more spontaneity), and Around which is doing what Loom did, but applied to video... See more
That’s a 100x improvement over how most virtual goods are bought today - through centralized, siloed platforms like gaming giants where scarcity is in the eye of the gamemaker alone. Contrast that with NFTs, which 1) connect users to a universe of creators 2) for lower fees while 3) giving both parties provable ownership of their virtual assets... See more
I’m becoming more convinced every day that Square will come out of this mess owning even more of the under 30 consumer’s “personal finance stack” and that they will go down as the company that most positively contributed to the recovery.