Interesting Tech Markets for 2019
blog.eladgil.com
Interesting Tech Markets for 2019
1–10 of 98 posts
Re: Interesting Tech Markets for 2019
#2Fascinating read. I never thought of Devsumer as a category until now. It explains the recent spike in interest in this space:
* Slack acquired Missions
* Trello acquired Butler
* GitHub launched Actions
* Zapier’s success ($35m ARR)
* The ridiculous numbers of Zapier clones out there
Re: Interesting Tech Markets for 2019
#3"I am still quite bullish that a basked of cryptocurrencies will be worth in the trillions within the next 10 years. The primary short term driver for crypto value with be the generational replacement of gold as a store-of-value for a specific subset of the population. The longer term drivers of crypto value will be new forms of programable money and on-chain securities."
What subset of the population is going to replace gold with crypto? Because it won't be the entire generation burned by ICO scams and bullish investment into whitepapers they don't understand.
Re: Interesting Tech Markets for 2019
#4Biopharma: neuroinflammation, next-gen genetically engineered microbe / cell / gene therapies, gene therapy and cell therapy for neuro and autoimmune disease, small molecules targeting genetically defined neuro, cardiovascular and autoimmune disease, chemogenetics, programming languages for specific parts of the bio stack
$17B invested in bio startups in 2018, very little of it by traditional tech VCs
One $11B exit Several innovative companies launching their first drugs soon, potential to become standalone commercial companies: sage, agios, alnylam, Ionis / akcea, bluebird, ultragenyx, gw pharma
Re: Interesting Tech Markets for 2019
#5Much of this seems to be outdated, like someone at the end of 2016 looking towards 2017 trends. Devsumer makes sense still. Devops more generally is probably a better market to highlight especially as organizations try and tackle security concerns with cloud deployment models.
Re: Interesting Tech Markets for 2019
#6"I am still quite bullish that a basked of cryptocurrencies will be worth in the trillions within the next 10 years. The primary short term driver for crypto value with be the generational replacement of gold as a store-of-value for a specific subset of the population. The longer term drivers of crypto value will be new forms of programable money and on-chain securities." What subset of the population is going to rep…
Thanks for the comment - My hypothesis is that people growing up today in their 20s and 30s who would have normally bought gold in their 40s and 50s will buy crypto instead. So it will be a generational shift versus a replacement for existing older gold holders. (Could be wrong of course).
Re: Interesting Tech Markets for 2019
#7Biopharma: neuroinflammation, next-gen genetically engineered microbe / cell / gene therapies, gene therapy and cell therapy for neuro and autoimmune disease, small molecules targeting genetically defined neuro, cardiovascular and autoimmune disease, chemogenetics, programming languages for specific parts of the bio stack $17B invested in bio startups in 2018, very little of it by traditional tech VCs One $11B exit S…
Good point in terms of mentioning biopharma. I stayed tech focused in this blog post but lots going on in bio.
Re: Interesting Tech Markets for 2019
#8Much of this seems to be outdated, like someone at the end of 2016 looking towards 2017 trends. Devsumer makes sense still. Devops more generally is probably a better market to highlight especially as organizations try and tackle security concerns with cloud deployment models.
I agree there may be some hindsight bias. At the beginning of this blog post I call it out as well:
"Sometimes this creates a very backwards looking view, as the most obvious signals are in companies that have been working well for a few years and the trend is really over."
I do think DevOps is an exciting market with a lot going on. (I am an investor in GitLab, PagerDuty, and other related companies)...
Re: Interesting Tech Markets for 2019
#9"5 core markets (Devsumer, Real Estate, AI hardware, Transportation and Logistics, Crypto) and 2 emerging ones (Legal, Defense)"
Devsumer? For sure. Simplifying dev work seems like an area with pretty much eternal growth potential. But I find it hard to get excited about many of the others.
Interacting with the government (defense) still seems to take buckets of money, and there are already large companies that do software in that space, even if their names don't come up much.
It will be a while before people look a crypto as anything other than a sick joke I suspect.
I kinda thought that the software+real-estate process had a whole lot of established players, but I could easily just be ignorant of some of the growth areas.
Re: Interesting Tech Markets for 2019
#10Ctrl + F "Healthcare" .. Hmm.
Looks like your 2015 "top markets" post the top one was "Genomics", what happened? Did it sizzle? Is it no longer a top contender prospect?