Strong hunch
The best investment opportunities of the next decade require a blend of hardware and software
The natural properties of physical reality embedded in hardware propositions
Overlaid by the compounding deflation of software technology
If you don’t have a hardware component to your business, then you’re only angles to compete are UX and brand
So the best way to generate defensible positions as a business is with hardware involved
And software that is an intelligent blend of physical and digital world.
What is an example of that or an idea that you can give context for what you mean?
Burnproof.com is an example of proving workouts for deals in pleb founded products.
Runstr is another example.
Imagine Garmin giving you sats for walking ten miles.
It’s a new area but one I’m bullish on for how much 4 square and pokeman showed how engaging a physical game in the real world blended some verification and game like mechanics.
Single sat transactions is something that makes lots of this possible.
Yes I am with you
I have a friend who works in the education and info product space
Runs ads. Sells coaching. Main focus has been on coaching PTs how to do digital marketing
Ie coaching coaches
But AI has cratered the mkt. why pay when you can just use AI?
So his latest play is Marathon coaching. Which is very similar to what you’re pointing out
Ie running is a physical thing but still need coaching
Unlike coaching on how to setup a Bitcoin wallet
Yep. Exactly. Friend launched a golf coaching with similar dynamics.
We are going to agree with this one.
