4 ms·

Great read! With your article in mind, what would you guess are the best investments following the same timeline?

• higherpurpose 13y ago
  Even if you know the industries that will grow exponentially, it doesn't guarantee stock success. I've just recently seen an episode of Haven, where one guy gets sent into the past and tells his grandpa to "invest in the microprocessor". I immediately thought "what does that mean?! Invest in Intel...or VIA?". What he said would is no different than saying a few years ago "invest in smartphones". So if I tell you nanotechnology, biotechnology and 3d printing are "the future", in which company do you invest now?
  • raywu 13y ago
    That's true; but that's what VCs do, right? Bet on the team.
  • jonmrodriguez 13y ago
    I don't know if you're right about this. If you know which industries will beat the market at large, then you could make money by getting a loan and investing it in that industry, spread across all the companies, and weighted by doing some due diligence on the companies (basic financials, how close they are to mass market, team, product-market fit, etc)
    • fixedd 13y ago
      Industry specific index funds?
• raywu 13y ago
  Thanks! I'm still developing an investment thesis. In the software world, I believe platforms that own transactions will have a chance to transform into new "standards" and push us towards true internet economies. To your question, if I were to dream about 10 investment/innovation: • artificial photosynthesis • contour crafting • hydrogen combustion • new simulated reality (IMVU/Second Life—perhaps Oculus Rift) • embedded chips (in human body) • ubiquitous computing (Nest, fridge and appliances that talk to each other) • IPv6 privacy • consumer grade Bitcoin • robotics/humanoid • semi-autonomous AI