The fortune tellers
summary
Investors argue on-demand wins when use is daily, the market is huge and technology reduces labor; on-demand suffers low margins and Lux-style parking is cited as an example. Mobile payments show real impact: M-Pesa moves over 50% of Kenya's GDP, inspiring blockchain for low‑fee cross‑border wallets. Wearables need better sensors and software to capture unique data. Hardware and IoT attract capital but require heavy manufacturing know‑how — IoT hardware faces many dead bodies.
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chapters (8)
- 0:00Introduction to fortune tellers
- 0:47On-demand opportunities and challenges
- 4:39Payments innovation and blockchain
- 7:29Wearables future and market fit
- 9:33Health of Silicon Valley
- 12:21Investments for 2016
- 14:49Overhyped tech sectors
- 16:57Future trends and tips
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