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Episode 30: P.A. Semi + AuthenTec

Acquired

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Is It Better Than Instigram and Nest Nest?

i think we're both at the right combination of data based analysis and big picture gut feel here. These were incredibly well executed acquisitions, but i just can't put them in the same league as instigram and nest nest. We still live in a world that's more band with constrained than it is compute constrained or storage constrained. As banwith continues to be the issue, that's going to be the gating factor in how much we can push off of our bodies, verses actually have with us at all times.

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