Investments in Consumer Tech

“Technology changes but the people remain the same.”

I found this presentation by Andrew Chen, from Andreessen Horowitz very fascinating and still very grounded. While evaluating and looking at consumer tech companies, I think these are three core investing parameters to consider:

  • new platforms hitting the scale
  • existing consumer behavior
  • “slingshot” opportunities to scale

Areas to look for investments:

  • Video ‘native’ products – products that generate videos automatically when users engage. Ex – Sandbox VR, YouTube, Twitch, etc.
  • Offline to Online products – highly visible offline experiences that drive app engagement. Ex – Pokemon Go, Google Maps, Mobile AR in your pocket, etc.

I am personally excited about e-gaming space (and it’s use cases across the spectrum apart from pure entertainment) considering it’s growth potential and high user engagement.

Screen Shot 2018-12-11 at 6.27.00 PM.png

To see the presentation, click.

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