“Only when the tide goes out do you discover who’s been swimming naked.” Warren Buffet
A few slides from a closed group disruptive coffee brainstorms going on . What is the state of the union in investing in disruptive opportunities and tech? The indicators are very interesting as entrepreneurs, investors and executives in the ecosystem.
1.>99% lack business models that are fundamental, most searching for what works?
2. Business models are not “ecosystem” play
http://gerardjrego.com/2013/09/18/on-valuations-why-fundamentals-matter-tesla-is-only-one-example-of-irrational-exuberance/#comment-29
4.Hyperlocal Intermediation
5.Hyperlocal Insight from Analytics technologies
6.Hyperlocal Sensor Intelligence technologies to Marketplace business model APIs
7.Hyperlocal Connected Ecosystems
North America, EU, are great than 80% of the market. Core sectors Agriculture, BFSI, Healthcare, Retail, et al
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Snapchat’s $3 Billion Rejection and the Great Facebook Unbundling
By Joshua Brustein November 13, 2013
http://www.businessweek.com/articles/2013-11-13/snapchats-3-billion-rejection-and-the-great-facebook-unbundling#r=hp-ls
Europe, Asia and … “ROBERT SHILLER: ‘I Am Most Worried About The Boom In The US Stock Market’
http://www.businessinsider.in/ROBERT-SHILLER-I-Am-Most-Worried-About-The-Boom-In-The-US-Stock-Market/articleshow/26710050.cms