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Interesting Tech Markets for 2019

blog.eladgil.com

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Re: Interesting Tech Markets for 2019

#11

Post by alexgmcm »

fhood wrote: post #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 so…

>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.

In my city in Spain letting agents still charge 10% of the annual rent as a fee when they do little more than print out a pre-written contract and hand you the keys.

Apparently it is common in Italy too.

This seems like an area ripe for disruption.

Re: Interesting Tech Markets for 2019

#12

Post by zechs »

eladgil wrote: post #6
strgrd wrote: post #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 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).

Isn't that a big shift to expect given gold's track record as a store of value going back to almost the beginning of recorded history?

Re: Interesting Tech Markets for 2019

#13

Post by eladgil »

Beefin wrote: post #10

Ctrl + 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?

For 2015 I listed out: "Gold markets" -Big data (with emphasis on things like Cloudera (~$3B co), Mesosphere) -SaaS with an emphasis on APIs and Dev Tools -Genomics

And then a set of markets I thought would be smaller or binary. Full post here: http://blog.eladgil.com/2015/01/hot-markets-for-2015.html

For genomics in particular, Illumina is now a $40 billion company while Exact Sciences ($9B), Invitae ($1 billion), 23andMe (a few billion) and Ancestry (a few billion) are all in the market too.

Re: Interesting Tech Markets for 2019

#14

Post by [deleted] »

strgrd wrote: post #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 rep…

[deleted]

Re: Interesting Tech Markets for 2019

#16

Post by eladgil »

zechs wrote: post #12
eladgil wrote: post #6

Earlier quoted context omitted.

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).

Isn't that a big shift to expect given gold's track record as a store of value going back to almost the beginning of recorded history?

It is a big shift and I could be wrong. However, horses are also something we used for transportation going back to the beginning of recorded history... (lots of other examples too).

Crypto has a lot of aspects that make for a superior store of value (easy to move, seizure and censorship proof etc). Obviously, also has some drawbacks too like difficulty to custody...

Re: Interesting Tech Markets for 2019

#17

Post by ThomPete »

strgrd wrote: post #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 rep…

The coming generations who will need a store of value for digital assets which they value much more than older generations do.

Those who grow up today who don't get burned by ICO scams but will get to know it as a natural thing, just like the internet was for the millinials.

Re: Interesting Tech Markets for 2019

#18

Post by helen___keller »

strgrd wrote: post #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 rep…

Also given the failures of crypto so far I don't see any evidence that a programmable money/securities revolution would come from crypto. I would bet that a conventional tech company (think a PayPal/Robinhood hybrid) could do it much better.

Re: Interesting Tech Markets for 2019

#19

Post by daheza »

beauzero wrote: post #15

...on the real estate side take a look at CoStar. Little known, commercial real estate company, 12B+ and has a monopoly. Very smart people and they don't get much turn over. They will make smart acquisitions.

Used to work here, and yea they definitely know they are a monopoly. Acquiring apartments.com with all their commercial real estate data was really smart. Their tech department was too corporate for me though.
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