2010 Predictions: Rich Wong’s List [Venture Capital]
December 23, 2009
Filed Under: in Analysis, Google Android, Predictions, Real-Time Web, Social Media, Startups, Venture Capital, iPhone
Author: Robert Scoble
Welcome back.
I sat down with Rich Wong Sunday, to talk 2010 tech predictions, and reflect on 2009. He helped fund AdMob as well as a raft of interesting companies as one of the venture capitalists at Accel Partners (Accel Partners, incidentally is one of the biggest investors in Facebook and helped sell AdMob to Google earlier this year).
We talked about the real time web, social networking, mobile (Android vs. iPhone), energy, and and what he's seeing happen inside the VC industry.
Other things discussed include browser vs. apps on mobile, content curation, real time search, and the coming identity wars between Facebook/Twitter and Google.
[Editor’s note: This interview was cross-posted on Robert’s personal blog and to YouTube. –mrh]
We study search demand/supply trends from around the world to find profitable niches and products, and the main problem with predictions is that no one looks at the "supply" side to these predictions. A niche, or hot predictions, is not just a demand side issue, but a supply/demand curve. If you predict IPHONE apps will take off, and there are already 100,000 aps, then you aren't going to hit that one. If you see that demand for cell phone radiation shields is going nuts and there are only two suppliers, then you can be pretty sure that it will be a good year for those 2 supplies. The software at http://www.TheInternetTimeMachine.com studies both the demand (search volume) and supply (think "results" in Google). The Google Phone is generating much more buzz right now then say the Apple Tablet.
Cheers,
Curt
Here is a video on what I mean.. http://bit.ly/SupplyDemandCurves
2010 Predictions: Rich Wong’s List [Venture Capital] http://bit.ly/8e5ckg
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