In a way I live in your future. By virtue of receiving 150 startup pitches per week, I have a good sense of what founders are trying to build for the coming decade. At the same time, as a student of history, penetration and cost trends, I can make calculated guesses for when things go from being fringe to mainstream.
In today’s episode, I take a stab at which categories investors and entrepreneurs should focus on for the coming 5 years. This time horizon is relevant because for an idea to be investable by a VC today, it means the company needs to hit its stride in 3-5 years, which in turn implies the market must be ready for the idea.