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Big pharma is doing drugs, China is winning at solar, and every auto manufacture and major tech company are working on self driving. Do you have any examples t
by jlbnjmn 6y ago
Big pharma is doing drugs, China is winning at solar, and every auto manufacture and major tech company are working on self driving.
Do you have any examples that aren't already flooded with funding?
- tlb 6y agoThose can be hard to find, but very valuable. When there's little activity in a space, it usually means that entrepreneurs and investors don't think it's going to work. They could be right. But if they're wrong, you can have the field to yourself until they figure it out. You have to analyze markets in much higher resolution than "drugs" and "solar". There is a lot of money chasing some drugs, but others are overlooked. And with solar, it used to be that the cost of the cells was so high that nobody worked much on bringing down the cost of the rest of the system (sun tracking mounts, wiring, cleaning, ...) Now that cells are so cheap, there is plenty of opportunity there.
- jlbnjmn 6y agoThanks, that's a helpful perspective!