The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Beisel: Amazon will ship 20M to 40M Echo devices in 2017
“Somewhere between 20 to forty million are going to be Shipped in here in 2017.”
Beisel predicts 50 million voice-connected devices in homes by late 2017
“By the end of the year, literally, fifty million devices in people's homes are going to have that kind of connection.”
Beisel: Bridge rounds usually mean a startup missed its Series A metrics
“I would say only sometimes, but most often. I mean, I think other times you can see things that other investors don't see, or the metrics weren't there. You might actually have hit the right metrics, but the market moved on you.”
Beisel: NextView writes an investment memo for every seed deal
“We actually, at NextView, write an investment memo for every single seed investment we make.”
Beisel: NextView requires unanimous partner consent for follow-on investments
“For follow-on funding, we actually make it unanimous entirely.”
Beisel: Solving distribution solves most other problems for B2B and B2C startups
“I think if you can solve distribution and get your product out there, whether it's a B to C company or B to B company, lots of other problems go away, right?”
Beisel: Voice computing's primary bottlenecks are monetization and distribution
“The challenges right now with voice computing are really around monetization and distribution, right?”
Beisel: Voice fragmentation creates opportunities for startups to build connective tissue
“A consumer in their bedroom or in their kitchen isn't going to want to talk to the different device differently, and so there's probably some area for startups to kind of be connective tissue around a cohesive experience.”
Beisel: First-generation apps on new platforms merely replicate older platforms
“Yeah, so the idea is that, like, when you have a new platform shift, right, so if you go from PCs to mobile and Or mobile to, you know, hopefully here voice computing. The first kind of love application just replicates what the other one was, what happened in …”