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> 10/ cybersecurity budgets will explode in 2015 as every company, institution, and government attempts to avoid being Sony’d. VCs will pour money into this sector in the same way they poured money into the rental economy. and, yet, the hacks will continue because on the open internet there is no such thing as an impenetrable system. This seems misinformed. You don't need perfect security to avoid getting hacked. And…
My prediction for 2015. Something related to machine learning / AI will hit the consumer market that will truly amaze, and feel like it's ahead of its time. I don't know what this "something" will be, but it will be obvious when it happens.
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There's a whole raft of home automation devices, printers, etc. that will become bricks if certain cloud servers are turned off. Personally I think this fad will crash and burn, but it will take many rounds of consumer disappointment and flagrant disregard like you describe. Eventually "you control it" will become a selling point.
For the most part, home automation is a horrible mess right now with incompatible proprietary systems that mostly don't even solve any particular problem. That said, there's a definite tradeoff between having devices that just work and maintaining control over all the information storage and information flows. In the case of the parent comment, automatically backing up photos is actually a great feature for a lot of…
That would work except for the people who don't and/or won't have any personal storage. However, if people won't look after their own data, I'm unlikely to be too sad when they lose it.
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> patients treating patients (p2p medicine) The startup that immediately came to mind here is CrowdMed: http://readwrite.com/2013/05/08/crowdmed-wants-to-crowdsourc... . Crowdsourced diagnoses are a regulatory and liability minefield, but the upside to patients is huge and (in my opinion) worth the risk - instead of an impersonal WebMD, you get individual attention by experts to specific cases, with oversight from ot…
the potential contributors with other incentives to contribute are also the higher-quality contributors I'm skeptical that's true in medicine, though it depends on how else they filter their community. My own experience is that non-doctors with strong opinions about medicine that they feel motivated to share are usually precisely the people you don't want medical advice from. Often they are adherents of one or anothe…
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The Blockchain is a distributed consensus system or some think of it as a decentralized asset managing system. That also can do currencies like Bitcoin. So this is more about new ideas that also use the Blockchain. For Example: Crowdfunding, DNS or TLS/SSL Certificates alternatives could be implemented and managed over the Blockchain.
" ...could be implemented and managed... " That they could. Anything could. The question I don't have a convincing answer to is why would they use the Blockchain?
+1 for 2015 being a tough period after the hype for VR and wearables. They will both be a thing, but people always overestimate progress in the short run and underestimate it in the long run. +1 for cybersecurity budgets exploding. How would one make a financial bet on this fact? It doesn't seem doable through a "normal" brokerage firm; it seems you need to be a VC or early investor.
If you want to invest in some larger publicly traded companies, there is a new cybersecurity ETF, ticker symbol HACK. You could buy some shares of the ETF or shares of some of the individual holdings. A list of holdings can be found here: http://www.pureetfs.com/etfs/hack.html
http://www.pureetfs.com/about.html
Partnering with "world class industry experts" is a bit too vague for me. It sounds like they are spread across many verticals, so it's hard to judge their expertise in a particular vertical.
I think most current security solutions aren't very good. There's a really big problem with information asymmetry, in that the customers of security products have less knowledge than the vendors.
If that's true, then I imagine that most of the value created in the security space in the next 10 years will be from new companies.
Would you buy this fund yourself? Just trying to be a bit critical :) Thanks for the information.
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I have a friend who had a Kodak camera that, you plugged it into your PC and it uploaded straight to Kodak's photo hosting (this was before we called such things "cloud storage"). If you wanted your own copies of your own photos you would need to go onto said site and right-click download them one at a time. One day Kodak decided they weren't going to run this site anymore, and just deleted the whole lot. She was hea…
There's a whole raft of home automation devices, printers, etc. that will become bricks if certain cloud servers are turned off. Personally I think this fad will crash and burn, but it will take many rounds of consumer disappointment and flagrant disregard like you describe. Eventually "you control it" will become a selling point.
So several of the biggest momo plays of an extended bull market are now safety stocks?
Notwithstanding the fact that anyone who has even a modicum of knowledge of the public equities markets will cringe at the notion that GOOG, FB, et. al. are the new Treasuries (they're not), it's worth pointing out that Google's shares were basically flat last year and Amazon's shares lost more than 20% in 2014 as investors started to question the company's strategy in light of the fact that some of its big investments clearly aren't working. That Wilson lumped these two names in with FB and AAPL, which had excellent years, tells you how informed this prediction is.