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What is going to happen in 2015

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101–110 of 128 posts

Re: What is going to happen in 2015

#101
post #87
post #53

Earlier quoted context omitted.

Also, there are concerns with Alaskan towns only reasonably reachable by boat, which means the coast guard can legally prohibit any marijuana from entering the island under national law. Considering Hawaii leans pretty far left in most elections, they might legalize soon, and that's when you get really weird things happening with border control vs. state law. I'm not sure there are a lot of direct flights from mariju…

Why couldn't Hawaii just growtheir own marijuana? Why does it need to be shipped? Even the islands in Alaska could grow marijuana indoors.

[deleted]

Re: What is going to happen in 2015

#102

> 3/ More asian penetration into the US market will come from the messenger sector as both Line and WeChat make strong moves to gain a share of the lucrative US messenger market I get that it's very hot right now, but is the US messenger market actually lucrative? Who is making significant money from it? My understanding is the leader in the sector as far as revenue goes is WhatsApp, which last I heard was on track f…

Line's revenue in 2014 was ~600M, which is 20x higher than WhatsApp.

http://techcrunch.com/2014/10/29/chat-app-lines-revenue-doub...

Re: What is going to happen in 2015

#103
post #48

Earlier quoted context omitted.

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

Hm it sounds interesting. But I'm wondering if the managers of this fund have actual computer security knowledge, or are "general investor" types: 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…

They only have 2 funds right now, so it's hard to say about their expertise.

Re: What is going to happen in 2015

#104
post #3

Fred predicts Chinese companies will make a big entrance to the US market in 2015. At the same time, China restricts US companies in their markets (Gmail blocking being the latest example) Why do we (in America) allow this asymmetry? Is it a mistake to give Chinese companies an open door?

You mean why doesn't our (hopefully non-authoritarian) government not prevent Americans from buying things from Chinese people?

I don't think we should be taking our policy advice from the Chinese government.

Re: What is going to happen in 2015

#105

Why Xiaomi uses its own Android flavour for the Chinese market is clear. But I don't believe they will push their own Android flavour to the US and EU markets, but rather use Playstore-enabled versions. Their first goal is to compete against Samsung in handset price. And Samsung has shown that it is very hard for an Asian manufacturer to introduce their own OS flavours and apps into a Western market.

Speaking of Samsung, what ever happened to Tizen?

Seems like they're changing all their 2015 model TVs to Tizen...

Re: What is going to happen in 2015

#106
post #97

I more or less agree with everything except this points: >2/ Xiaomi will spend some of the $1.1bn they just raised coming to the US. This will bring a strong player in the non-google android sector into the US market and legitimize a “third mobile OS” in the western world. The good news for developers is developing for non-google android is not much different than developing for google android. The "third mobile OS"…

> To me nothing beats legal tender currencies. Go run a tip system on reddit using fiat currency. Go try sending money to someone in Ethiopia in fiat currency. Ensure nobody can steal your money without you making a mistake first (either giving someone else access, or leaving your wallet password in the open). Transfer a large sum of money (in excess of, say, 100k) in seconds between an arbitrary sender and receiver.

>Go run a tip system on reddit using fiat currency.

changetip is off chain so it doesn't matter what currency you use it would work the exact same. There are other micropayment and tipping systems that don't use bitcoin and they are just about as successful as changetip(not very).

>Go try sending money to someone in Ethiopia in fiat currency.

Try sending money to someone in Ethiopia using bitcoin in a way they allows them to actually use it in Ethiopia.

>Ensure nobody can steal your money without you making a mistake first (either giving someone else access, or leaving your wallet password in the open).

Ensure that if you do make a simple mistake(how many relatives do you know that have installed toolbars? Thats the level of simple mistake you have to avoid) you will lose all your money with no recourse.

>Transfer a large sum of money (in excess of, say, 100k) in seconds between an arbitrary sender and receiver.

Large wire transfers are simple and given the cost and difficulty of acquiring 100k worth of bitcoin would almost certainly be cheaper and faster.

Re: What is going to happen in 2015

#107
post #97

I more or less agree with everything except this points: >2/ Xiaomi will spend some of the $1.1bn they just raised coming to the US. This will bring a strong player in the non-google android sector into the US market and legitimize a “third mobile OS” in the western world. The good news for developers is developing for non-google android is not much different than developing for google android. The "third mobile OS"…

> To me nothing beats legal tender currencies. Go run a tip system on reddit using fiat currency. Go try sending money to someone in Ethiopia in fiat currency. Ensure nobody can steal your money without you making a mistake first (either giving someone else access, or leaving your wallet password in the open). Transfer a large sum of money (in excess of, say, 100k) in seconds between an arbitrary sender and receiver.

My understanding (admittedly tremendously superficial) is that the best way to send money to someone in Ethiopia is Hawala, and that this does typically move fiat currency.

Re: What is going to happen in 2015

#108
8/ A new generation of apps redefining work habits is well overdue. The obvious driver I see is that people's expectations for software usability/design are set by consumer apps. Also millenials are entering the workforce, and they have never had to take a course to learn how to use a piece of software. Any tool which requires training is arcane in their eyes, and probably rightly so. Add zero downtime, access-and-share from any device, auto sync & backup, beautiful UI to the list of requirements. Some of these are being addressed by office 365 and the like, but unbundled web-based productivity software looks ripe to dethrone mircosoft as THE enterprise productivity software vendor.

Re: What is going to happen in 2015

#109
post #97

Earlier quoted context omitted.

> To me nothing beats legal tender currencies. Go run a tip system on reddit using fiat currency. Go try sending money to someone in Ethiopia in fiat currency. Ensure nobody can steal your money without you making a mistake first (either giving someone else access, or leaving your wallet password in the open). Transfer a large sum of money (in excess of, say, 100k) in seconds between an arbitrary sender and receiver.

>Go run a tip system on reddit using fiat currency. changetip is off chain so it doesn't matter what currency you use it would work the exact same. There are other micropayment and tipping systems that don't use bitcoin and they are just about as successful as changetip(not very). >Go try sending money to someone in Ethiopia in fiat currency. Try sending money to someone in Ethiopia using bitcoin in a way they allows…

> Large wire transfers are simple and given the cost and difficulty of acquiring 100k worth of bitcoin would almost certainly be cheaper and faster.

I would add to that safer too. Something goes wrong you can call the banks and they can roll things back. There is a paper trail that works in your favor.

Re: What is going to happen in 2015

#110
post #48

Earlier quoted context omitted.

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

Hm it sounds interesting. But I'm wondering if the managers of this fund have actual computer security knowledge, or are "general investor" types: 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…

The don't need expertise it is just an index fund, like the majority of ETFs, it is based on the ISE Cyber Security Index http://www.businesswire.com/news/home/20141111006259/en/ISE-... and has a bit of Juniper and a bit of Splunk and other publicly listed "security" companies.
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