The future is already here, I'm just trying to aggregate it.

How Disruptive Will 3D Printing Really Be?

I just had a debate with someone where I tried to explain to them how disruptive 3D Printing will be. 

It’s hard to find a lot of information on the current state of 3D printing but a few facts I’ve found are that the personal 3D printer market segment has grown from 355 units in 2008 to an estimated 23,265 units in 2011. That’s huge. 

Also from Makerbot’s own press release late last year:
MakerBot had 16% market share of all 3D printers (industrial and personal) made from 2009 to the end of 2011. In 2011, MakerBot had 21.6% market share. There are over 13,000 MakerBot Desktop 3D Printers in use by engineers, designers, researchers, and people who just like to make things.

Thingiverse (http://www.thingiverse.com), MakerBot owners can access and contribute to a “universe of things.” More than 28,000 projects, models, and things are available that can be downloaded and printed. 

3D printing will do to physical goods markets the same thing that the Internet did to content markets. 
  • What Napster did to the music industry
  • What blogs did the news industry
  • What self-publishing is doing to the book industry
That’s what’s going to happen to everything. Toys, tools, musical instruments, home furnishings, fashion and electronic accessories and more; they’re all going to go through the same disruption.

When it comes to valuation, making money is a real obstacle.

Image representing 37signals as depicted in Cr...

Image via CrunchBase

PRESS RELEASE: 37SIGNALS VALUATION TOPS $100 BILLION AFTER BOLD VC INVESTMENT - (37signals)

To help handle the burdens of an increased valuation, 37signals hired former YouTube exec Craig Mirage as Chief Operating Officer earlier this month. Mirage hopes to replicate YouTube’s valuation success at 37signals. “Of course, the investment comes with great expectations. But you should see the spreadsheet models we’re making up. Really breakthrough stuff,” said Mirage.

“37signals will lead the new global movement filled with imaginary assumptions on growth and monetization potential,” he continued. “We’re excited to roll out a list of unconfirmed revenue possibilities that involve crowdsourcing, a robust set of widget creation tools, 3G, augmented reality, social stuff, and an app store. Also, everything we make will include a compass.”


HP is on a roll

I always believes HP would come out of this recession even further ahead of their competitors than they were going into it. 
This is such a smart move by HP. Mark Hurd is a smart business man but not a visionary leader. Marc Andreessen has got that in spades. 
PALO ALTO, Calif.—(BUSINESS WIRE)—HP (NYSE: HPQ) today announced that Marc Andreessen, co-founder and general partner of Andreessen Horowitz and co-founder and chairman of Ning, has been elected to serve on the HP board of directors. Andreessen will join the board immediately, bringing the total number of members to 11, 10 of whom are outside directors. “Marc Andreessen is a software pioneer whose leadership has helped shape the Internet,” said Mark Hurd, HP chairman and chief exec

http://feeds.businesswire.com/click.phdo?i=4311da1b8d6ea7c358c7190fad0f3f84
Sent from my brain telepathically with the help of my phone.

Shrinking Resources

Photo

I don’t believe cold fusion or hyper local

Call me a skeptic but I’m just not sold on the whole hyper local thing. When I was on the VC side of things I got to look pretty close at a few companies both on the news and the ad side of things. 
The problem for me is scale. It’s just not there. I’m not saying you can’t have hyper local journalism. I just don’t think you can build a business off of it.
From MediaShift: 
Can Allvoices Succeed as Citizen Journalism Platform? “With Examiner.com recently buying outcitizen media site NowPublic for a reported $25 million, the attention turned to similar independent sites such as Allvoices. Would it now become buyout fodder for a mainstream media company, or would it suffer the fate of so many citizen journalism sites that came before it, shutting down before finding a successful business model?”
http://feedproxy.google.com/~r/pbs/mediashift-blog/~3/Zstk3-WjhEo/can-allvoices-succeed-as-citizen-journalism-platform253.html

The Missing Analytical Framework

As I was reading this it dawned on me that what is missing for much of the C suite was an analytical framework. There’s some of out there and many firms will tell you they have it but for applications beyond marketing they aren’t tried and tested.   

Are MBAs Necessary for Start-ups or VC?

I had to laugh a bit reading it.  I just completed an exercise where I went out to hire a new associate for my VC firm, GRP Partners.  I listed on many databases – some MBA, some not.  I told people privately my perfect spec: computer science undergrad from MIT (or any other great school), 2-years at McKinsey but no more than that (I love the analytical framework that the top strategy consulting firms provide.  BCG, Bain, LEK – they’re all great), a few years at a start-up or a few years somewhere like Microsoft, Google, Amazon or Apple.  MBA fine, but not required.

http://www.bothsidesofthetable.com/2009/09/08/are-mbas-necessary-for-start-ups-or-vc/

The financial crisis is years from being over.

With unemployment nearing 10% and rising, I think we still have years to go before we’re out of this mess. 
Closely Watched Buffett Recalculating His Bets
After boldly buying when so many were selling assets, his conglomerate, Berkshire Hathaway, is pulling back, buying fewer stocks while investing in corporate and government debt. And Mr. Buffett is warning that the economy, though on the mend, remains deeply troubled.

“We are not out of problems yet,” Mr. Buffett said last week in an interview, in which he reflected on the lessons of the last 12 months. “We have got to get the sputtering economy back so it is functioning as it should be.”

http://feeds.nytimes.com/click.phdo?i=5d98af2884d1e46f1009d00d2ddb3972


Are You A SWP?

LOL! This explains why so many people ask my opinion on new projects. I don’t know that I’m quite to the point of speaking gibberish. I think I’m more a first layer SWP 
Beyond Excellence:The “Berserk Standard”

Among other things, every (!!!) time you start a project, no matter how small, reach out to several S.W.P.—seriously weird people—for their views about what you are undertaking. Keep reaching until you find a couple of people who are so far out that they more or less speak gibberish.”