consumer electronics

4 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Sep 20, 2017 by Jeremy Conrad · across every show →

Everything said about consumer electronics, oldest first

Sep 20, 2017 bearish

Insight

Selling standalone hardware without recurring revenue is no longer viable for startups

“So for us, when we look at consumer electronics, one, we think that single cell hardware is probably not viable right now. So there has to be some sort of recurring revenue model.”

Jeremy Conrad Sep 20, 2017 ▶ 14:46 20VC: Why Core AI Is Largely A Bunch of Nifty Tricks, Why Consumer Electronics Is The Hardest Thing To Do In Venture & Why Silicon Valley Will Dominate The Future of Robotics with Jeremy Conrad, Partner @ Lemnos Labs

Sep 20, 2017 bullish

Assertion Supported

DJI is a $10 billion consumer electronics company showing no slowdown

“But also, let's be super clear, you know, DGI is just a consumer electronics company. It's a ten billion dollar company. And they're showing no signs of stopping.”

Jeremy Conrad Sep 20, 2017 ▶ 15:48 20VC: Why Core AI Is Largely A Bunch of Nifty Tricks, Why Consumer Electronics Is The Hardest Thing To Do In Venture & Why Silicon Valley Will Dominate The Future of Robotics with Jeremy Conrad, Partner @ Lemnos Labs

Sep 20, 2017 bearish

Opinion

Consumer electronics is venture capital's hardest sector due to massive capital needs

“So I think consumer electronics is one of the hardest things to do in the venture ecosystem right now, partially because at some point you need a huge slug of money to go big.”

Jeremy Conrad Sep 20, 2017 ▶ 14:22 20VC: Why Core AI Is Largely A Bunch of Nifty Tricks, Why Consumer Electronics Is The Hardest Thing To Do In Venture & Why Silicon Valley Will Dominate The Future of Robotics with Jeremy Conrad, Partner @ Lemnos Labs

Oct 2, 2024

Prediction Not checkable as stated

Taylor: Agent-native hardware requires consumer software experiences to lead first

“I have a sense that we will, it will take a little while to see agent native consumer experiences and agent native devices. And the hard part about particularly consumer electronics is you kind of need the consumer experiences to lead a little bit, to have the…”

Bret Taylor Oct 2, 2024 ▶ 53:17 Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings

consumer electronics

Everything said about consumer electronics, oldest first

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