The Future of Technology Investing is Hardware, not Software: Robert Cote

The last 20 years have seen venture capital focus on software companies, almost to the exclusion of anything else. Therein lies the opportunity (1:09);

Hardware has been overlooked and can become the focus of technology investors again. One example is manufacturing (6:39);

Use of nanocarbon has created one specific advancement in the area of solar technology (8:50);

Unfortunately, this technology is not investable through public markets (12:22);

Another example: textiles, specifically textile recycling (17:08);

Background on the guest and his investment process (22:56);

There is transportation-related innovation as well. No, not self-driving cars (36:31);

Something from the realm of augmented reality: X-ray technology for surgery (38:57):

Finally, what about crypto currencies? (43:18).