Car people often look at Tesla the way Nokia looked at the iPhone. “Nice ideas, but we can easily do all of that, and they don’t understand our industry.” Nokia was wrong - but will the car industry look the same? Maybe not.
Read MoreEveryone has heard of machine learning now, and every big company is working on projects around ‘AI’. We know this is a Next Big Thing. But we don’t yet have a settled sense of quite what machine learning means - what it will mean for tech companies or for companies in the broader economy, how to think structurally about what new things it could enable, and what important problems it might actually be able to solve.
Read MoreWhat do we do now that there’s more in the newsfeed than we can possibly read? Can the algorithmic sample ever actually work, or do we swing back to 1:1 messaging? How do Stories rebundle that? And what happens to all the traffic that the newsfeed provides?
Read MoreWe talk a lot about levels of autonomy, and ask when the first ‘fully autonomous’ cars will appear. That might be the wrong way to look at it - there will be lots of different kinds of ‘autonomy’, and the ‘where’ and ‘what’ may matter as much as the ‘when’.
Read MoreA bridge product says 'of course x is the right way to do this, but the technology or market environment to deliver x is not available yet, or is too expensive, and so here is something that gives some of the same benefits but works now.' Sometimes that’s a great business, and sometimes it’s doomed.
Read MoreHow many smart things will we have in our homes? What will make sense? How much room is there here for startups? Will all these devices be connected to Alexa, and if they are, will it matter?
Read MoreHow do fundamental, structural changes in TV, in retail and in advertising interlock and accelerate each other, and what cascading effects might there be?
Read MoreAmazon is a machine to make a machine, and the machine it makes is more Amazon.
Read MoreThis autumn I gave the keynote at Andreessen Horowitz's annual 'Tech Summit' conference, talking about the state of tech and what's likely to happen in the next decade: mobile, Google / Apple / Facebook / Amazon, innovation, machine learning, autonomous cars, mixed reality and crypto-currencies.
Read MoreThe fashion industry does not set fashions - it proposes them. It tries to work out the mood and the zeitgeist and looks for ideas that might express that. The same, increasingly, for Facebook - it cannot really decide how people use its products or what they see, only propose.
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