A few thoughts on 2017 from my vantage point between media and technology worlds.
1. Whither Sonos?
In the race for home speakers and AI, nobody has yet acquired Sonos. I can’t understand why.
2. The future of digital journalism is still murky
In 2017 I spent more on digital journalism (subscriptions) than any other year. Never has there been so much discussion about the topic (and I recommend Peter Kafka’s podcast series in particular) but it still feels like the long-term economics are brutal.
3. AI in the home is going to have unforeseen consequences
There are going to be many unintended consequences of putting AI/voice devices in every home e.g. nobody has really considered the impact of having AI interact with kids (who are huge Alexa users) over long term.
4. Apple’s AirPods are really good
The AirPods are probably the best new product Apple has released since the Macbook Air. To my surprise I use them constantly and am starting to get the argument that they’re an ambient computing platform.
5. Nintendo’s product success is cyclical
Re-learned lesson of the year (for the third time in my life): don’t bet against Nintendo.
6. Discovery of the year: Farmdrop
Frankly I can’t believe it took me this long to try this farm-direct Ocado competitor. I highly recommend.
7. The beginning of privacy as a brand value
8. The public market starts to get relevant again for high growth tech companies
The early trend of public market tech financing vehicles (
@chamath, @venturejedi) is probably going to increase. Related: Many large, vc-backed companies aren’t going to get acquired and need to accept that *they’re* the consolidators.
9. Silicon Valley discovers that kids are on the internet
Probably one of the most-reported on topics in the second half of the year. Commonly misunderstood as a content issue, this is really an infrastructure problem. Controversies around YouTube, adtech etc are only the beginning
10. Either you slanging crack rock/or you got a wicked jump shot
Long-term survival in digital media landscape requires superior scale (Disney/Fox, Oath, TW/AT&T) OR superior speciality (
@skift, @FT, @mixcloud). As companies on the latter axis scale up, many forget this rule.