Placing Your Bets: Where Will the Smart Money Land?

author: Robert Metcalfe, Polaris Venture Partners
author: Ann Winblad, Hummer Winblad Venture Partners
author: Guy Kawasaki
published: Sept. 3, 2013,   recorded: June 2004,   views: 1981

Related Open Educational Resources

Related content

Report a problem or upload files

If you have found a problem with this lecture or would like to send us extra material, articles, exercises, etc., please use our ticket system to describe your request and upload the data.
Enter your e-mail into the 'Cc' field, and we will keep you updated with your request's status.
Lecture popularity: You need to login to cast your vote.


In this freewheeling conversation, three veterans of the IT and venture capital worlds describe the current state of technology investing, and make a stab at predicting the next hot markets. Ann Winblad points to wireless as a sector that is breaking open and offering “lots of important, small problems to solve.” New companies will emerge as customers demand solutions to security and network management. Guy Kawasaki says the “sale of digital content is another hot area.” When someone wants to glimpse a piece of video on a site like CNN, “They say you have to pay 9.95 a month—when all you want is to take a sip.” Metcalfe raises the possibility that “all information will be stored forever,” creating an opportunity for businesses to manage content in new ways. He also worries that “we’ll be buried by longitudes and latitudes from all the global positioning satellites.” Winblad agrees that we now have “the ability to track anything or anyone, anytime, anywhere, and to remain connected to a network.” However, there aren’t enough innovative companies devising ways for consumers to use these new tracking technologies, she says. The group debates whether investing in hardware, particularly routers, will prove profitable. Software-enabled improvements in switching and routing might be the better risk, says Winblad.

Link this page

Would you like to put a link to this lecture on your homepage?
Go ahead! Copy the HTML snippet !

Reviews and comments:

Comment1 Emma, March 28, 2022 at 6:36 p.m.:

Times change, something becomes less relevant, some investments are more relevant, and online games are eternal. It has always been and will be a great opportunity to have a good time and make money on it. I recommend trying here

Comment2 Rory Hackett, July 26, 2022 at 12:35 p.m.:

Knowing English is enough to start earning online. Have the talent to create TikTok videos for brands? captioning audio/video? Testing websites or apps? check this article to get paid for these skills. Here we covered the 5 best sites to earn money online for students.

Write your own review or comment:

make sure you have javascript enabled or clear this field: