Consumer Hardware
topic on 7 shows · 10 statements across 10 episodes
the Y Combinator Startup Podcast 
the Neon Show 
No Priors 
Top Founders 
the a16z Podcast 
TBPN 
20VC
10 statements about Consumer Hardware, every show
Dalal: First hardware products shouldn't try to create new markets
“And one of our core belief and thesis is that when building consumer hardware, you do not want to, with your first product, create a new market.”
Coogan: Meta Should Focus on AI Consumer Hardware, Not Superintelligence
“There's probably a piece of consumer hardware that's AI enabled, like the ring or something where, or just getting really good at voice models or just getting really good at image models. And if they're a little bit more narrow and constrained, they could prob…”
Browder: Browder Capital avoids investing in crypto, consumer hardware, and biotech
“There's a few things that I'll never touch. I'll never touch crypto. I'm not getting into whether I believe in crypto or not. I think it has huge use cases, but I think it's best left to the crypto funds. Consumer hardware is tough because of various, various …”
Luckey notes that sourcing memory remains a major consumer hardware bottleneck
“There's a lot of consumer hardware right now where people are trying to buy memory, and it's a huge problem.”
Guo: Upcoming Slate of Consumer AI Hardware Will Mostly Fail
“I think we are gonna see, like, a slate of consumer hardware that mostly fails, but I'm still open-minded to it”
Fintech and vertical SaaS have drastically higher unicorn hit rates than consumer
“Over the last 10 years, if you started a company that did, like, fintech infrastructure or vertical SaaS for enterprise, the probability that your company became a billion-dollar company was astonishingly high. Whereas if you started something in consumer hard…”
Russakow: VCs Favor SaaS Over Consumer Hardware
“I think a second thing that's changed or a third thing that's changed is I think we're seeing less investment in consumer hardware and fundamental technology companies. In years past, and a greater focus on business models that really complement the VC filter,…”
Evans: Commodity smartphone chips dramatically reduce consumer hardware development costs
“Yeah, but, you know, again, that's the kind of thing that would have taken, like, five years of hardcore technology development. And now it's just, and now it's, you know, it's 50 dollars, and it's just smartphone chips inside, so you can make all kinds of, it…”
Einstein: Hardware-enabled services will yield the most consumer hardware devices
“There's a category, which is probably the most interesting and we'll see the most devices, especially in the consumer space, which we call sort of hardware enabled services.”