Partner at @AnorakVentures investing in VR/AR, computer vision & AI, robotics, and emerging tech. Co-Founder of LiveLoop (acq. MSFT). 2-day Jeopardy! champion.
Jun 20, 2023 • 7 tweets • 3 min read
Uber was founded only 9 months after the release of the first iPhone with GPS.
Instagram was launched 4 months after the iPhone 4, the first iPhone with a front-facing camera.
The Vision Pro headset is Apple's next big bet, and the time to build for it is *now*. Thread:🧵
First: why listen to us? Because @AnorakVentures has been investing in VR/AR/spatial computing for 10+ years, including Oculus, @ArthurSpaces (B2B collaboration), @Osso_VR (surgical training), and more... we've seen teams succeed in the space.
Feb 7, 2023 • 13 tweets • 3 min read
Most people are still VASTLY underestimating the opportunity that Microsoft has in generative AI, and how Microsoft can leverage their unique market position to become the first $10 trillion company. "Integrating ChatGPT into Office" is only a very basic Step 1. Thread:🧵👇
Microsoft's opportunity in AI comes from two realities: 1) The vast majority of documents or other information assets in a Fortune 500 company are INTERNAL - the bigger the company, the higher this fraction is. Very little of a large corporation is ever seen from the outside...
Oct 25, 2022 • 14 tweets • 7 min read
If your perspective on VR comes from the mainstream tech media, who rely on the refrain of "Mark Zuckerberg bad" for eyeballs, you are missing the honest news on VR, which may be greatest business opportunity of our lifetime. Thread: 🧵
The tech media is driven by clicks, and nothing gets more clicks than crapping on Mark Zuckerberg. Here, a @WSJ reporter wants @PalmerLuckey to play along and crap on Mark Zuckerberg. When Palmer doesn't Say The Thing, the reporter tries again:
I'm not surprised that Adobe is acquiring Figma for $20B, nor that Wall Street doesn't understand it and $ADBE stock is down more than $20B today. It's a smart move for Adobe because it's nearly impossible to make legacy software applications multi-user collaborative. Thread: 🧵
I know this because I founded a startup, LiveLoop, to make MS Office real-time collaborative. Microsoft acquired us in 2015 and has invested heavily in making Office real-time collaborative, and Office collaboration is now much better than in 2016. But it's still not Google Apps.