Coogan: Apple easily displaced Tile because Tile mimicked Apple's design aesthetic
John Coogan · John Coogan (TBPN) gives you $1B BIG startup ideas · Nov 11, 2024 · at 27:56
John Coogan, Entrepreneur in Residence at Founders Fund, explains why hardware startups need to deliberately counter-position against Apple's minimalist design language.
0:00 / 0:28exact quote · 28.4s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“They've done this before with the tile app, which was a little tracker, a little Bluetooth tracker that you put on your keys. That business was doing phenomenally. Because everyone, no one wants to lose their keys. But the problem was, is that then Apple saw and they were like, oh, we want that money. And so they launched the air tag and the tile is like the square white. It looks like an apple product. And so the air tag is circular and white. It looks like an apple product. And so all the tile customers just moved over immediately.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from John Coogan
Coogan: Startup will demo an armed humanoid robot within six months
“I was predicting that within the next six months, I think that there will be a startup that will take one of these humanoid robots Even if it's tele-operated, give it an AR-fifteen, like a machine gun or a rifle, and just do a demo of like what this would look…”
Coogan: LLM Weights Are the Most Valuable Digital Assets After Bitcoin
“Other than that, the next most valuable digital asset has to be the weights to these large language models.”
Coogan: Stolen AI Model Weights Are Far More Usable Than Web Codebases
“If you stole the code base to Facebook, And you were like, okay, I have all the code to Facebook. I'm going to launch Facebook to.com. Well, you don't have any of the users. People aren't going to your website. It's not valuable, but with the large language mo…”
Coogan: AI Cybersecurity Is an Uncorrelated Way to Index on AI Growth
“I think there's something interesting and uncorrelated about doing cybersecurity for artificial intelligence companies where you could be indexed to the growth of artificial intelligence without directly needing, you know, some next benchmark to hit and you're…”
Coogan: Meta will generate dynamic ad text, video, and imagery
“Increasingly the text will be generated on the fly per user and a brand will just kind of show up with like, Hey, here's my product. Do your best to portray it in the great light. And Facebook is going to wind up generating video imagery, everything for your b…”
Coogan: SpaceX will launch robotic Mars missions at next transfer window
“When the next transfer window comes up,
I think SpaceX is going to definitely try and launch a rocket to get there, but it'll probably just be like robots.
And then the next one, they're going to launch like 10 rockets during that window.”