Google Glass Investment Thesis

About a year ago, I wrote a post about Google Glass and the possibility that Glass (and other wearable tech hardware platforms) would eventually give rise to the next generation of startups. It seems like the jury is still out on whether Glass will be the next iPhone, but it is certainly an area worth exploring further. This semester while interning with DFJ Gotham Ventures, I was charged with building out an investment thesis around the Glass ecosystem.

As a result, I did a deep dive analysis on the eyeware itself, the wearable tech industry more broadly speaking and the opportunities and challenges that currently exist for venture investors. In the process, I went as granular as focusing on specific industries and identifying companies within those industries. I was fortunate to speak with a wide range of VCs, entrepreneurs and industry experts – all of whom greatly contributed to the end product. Special thanks to Zak and Lucas on the Gotham team and Professor R.A. Farrokhnia for their guidance. Enjoy and feel free to drop me a line if you have any comments or suggestions.