This relates to cryptocurrencies, so stay with me on this. I consider myself a video game history buff. The history of gaming consoles fascinates me because the best technology doesn't always win. I love nintento but the hardware for turbografx 16 was far superior, but it didn't matter because the people adopted the NES. There are other examples of this, the point being the best tech doesn't always get adopted. Is there any thing you look for that says "I think people will adopt this?" Or is it just too hard to tell and that's why you diversify?
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Yeah in regards to stuff like VHS vs Betamax and the analogy you've put forth, tech != value. But I think with social media and just free and open information these days might inch tech == value better. Kinda hard to define what's good tech though. I just look for whatever is low-barrier and not overly-designed just to fit their hypothesis of what consumer behaviour should be.