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2/ New Frontiers in Hardware: As compute costs drop, everything becomes a computer. Consumer continues to be challenging but B2B hardware for specific use cases offers infinite new market possibilities.

I’m really curious to think about whether smart hardware will catch on sooner in business vs consumer

Very hard to compete against Apple google et al in consumer hardware

But I also think the phone as form factor must end at some point 

Smart hardware everywhere seems inevitable though, w more and more compute at the edge