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Macro Trend I: The Internet of Things (IoT)Mary Meeker (KPCB), Internet Trends 2014 Report: “Biggest Re-Imagination of All = People Enabled with Mobile Devices + Sensors Uploading Troves of Findable and Sharable Data”
Cisco: By 2020, there will be 50bn internet connected devices in the world.
Macro Trend II: The Quantified SelfCB Insights: VC investment dollars reach ~$320mm in 2013, up 165% annually.
Fred Wilson (USV): “Makes me wonder about the healthcare diagnostic sector. Will I be able to take my blood pressure, blood chemistry, xray, MRI, on my phone?”
Outstanding question: hardware versus software?
Computing Timeline: 10 year cyclesMary Meeker (KPCB), Internet Trends 2014 Report: “Biggest Re-Imagination of All = People Enabled with Mobile Devices + Sensors Uploading Troves of Findable and Sharable Data”
Cisco: By 2020, there will be 50bn internet connected devices in the world.
Test test Test test
Wearable CharacteristicsMary Meeker (KPCB), Internet Trends 2014 Report: “Biggest Re-Imagination of All = People Enabled with Mobile Devices + Sensors Uploading Troves of Findable and Sharable Data”
Cisco: By 2020, there will be 50bn internet connected devices in the world.
Test test Test test
Beyond Wearables…
1. Drivables Pandora Car/TV/Appliance usage likelyto surpass PC in ~2 years
2. Flyables Agriculture, entertainment, safety/relief,logistics/delivery
3. ScannablesCodes, Tags, Cameras, and Sensors
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What Do They All Have In Common?1) Communication (BLE, Wi-Fi, NFC, ANT+, 4G)
1) Processor ( ARM, Intel Atom)
1) Sensors ( Gyroscope, Accelerometer, Camera, GPS…)
1) Battery ( Lithium Ion, Lithium Polymer)
1) Some form of interaction with user, LCD, LEDS, Vibrating motor..