10 Hypotheses for Technology Investing
Roger’s 10 hypotheses:
- “Next” Web Architecture = Hypernet + Hyperweb
- Enterprises Adopting Consumer Technology
- Index Search is Peaking
- Apple’s App Model Has Undermined Economics of HTML4 Web
- HTML5 is Game Changer for Publishers
- Tablets Are Hugely Disruptive
- First Wave of “Social Web” Is Over
- Smartphones in US: Apple + 7 Dwarfs
- Wireless Infrastructure Is a Competitive Threat to US
- Integration of TV & Internet Could Be Disruptive
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