Fred Wilson:
Putting 2012 To Bed
My venture investing career has three phases all roughly 6-8 years long. The first, at Euclid, was software to internet. The second, at Flatiron was internet to bubble. And the third, at USV, has been web 2 to mobile. I have always used a new firm to denote a new investment phase for me. Throw away the old. Start with the new.
One way to look at mobile is that it is the
touch interface, successor to the GUI,
Graphical User Interface. When you come from that angle, the question what after mobile has an easy answer.
Natural User Interface, NUI, with all its software and hardware implications.