Casualty list: Pebble, August, Navdy, Doppler, Hello, Bluesmart, willow garage, sifted, Contour, Nextbit, Avegant, Sphero, Jawbone, Juicero, Lily, Skully, Pearl Automation, chip/next thing, CastAR, Teforia
Success list: ____ (GoPro and fitbit?). Juul/Pax. Xiaomi and DJI. Misfit
Hard pivot: Lytro, Light, Romotive->Zipline, 3DR
TBD: thalamic, boosted, Libratone, Bellabeat, Tile, Eero, Anki, Osmo, peloton, Form Labs
Non VC successes: Lumos, Omnicharge, Moment, Peak, teenage engineering, Casetify, Allocacoc
consumer
* subscription
* Peloton
* Cameras/Security
* Dropcam
* Arlo
* SimpliSafe
* PetCube
* outright purchase
* planned obsolescence
* Tile
* brand/mission/aspirational
* GoPro
* Razer
* Nomad
* Oneplus
* Bellabeat
* Snap Spectacles
* Osmo
* super high quality and solid PMF (niche play)
* Sonos
* Lumos
* Boosted Boards
* Libratone
* Anki
* Teenage Engineering
* yearly releases in search of hit to drive profit
* Pebble
* Misfit
* Fitbit
* Sifteo
* Anki
* DJI
* brand + ecosystems + large # of SKUs
* Moment
* Peak Design
* Logitech
* Casetify
* Allocacoc
* one-and-done
* Eero
* Otto
* August
* Navdy
* Lockitron
* Hello
* 3D Robotics
* Pearl Automation
* IAP/upgrade/games packs
* Deako - install dumb light switch, offer upgrade
* Nintendo
* CastAR
* Consumables
* Prynt
* Click n Grow
* Tovala/Nomiku
* Juicero
* Teforia
* other sources of revenue
* Alexa
* prime
* music
* Google Pixel
enterprise
* 10x better
* Form1
* Charge a lot for new breakthrough
* Rigetti
* Boom
* ML/AI chip cos
* Double Robotics
* 10x cheaper
* Sunfolding
* Relativity Space
* Astranis
* Beat cost of labour
* OpenTrons
* All EV startups
* AgTech robotics
* amazon robot co
* prosumer
* shaper
* Makerbot
* Glowforge
* Sparkfun/Adafruit
* Charge for services/subscription
* Tetrascience
* Matterport
* Drone inspection cos (Gecko robotics, Sterblue)
* Drone delivery
* E La Carte
* hacker dev kits + enterprise solution
* Particle/Electric Imp
* Chip
* Estimote
* Lease/subscription HW
* Standard Cognition (Amazon Go-competitors)
* Other source of rev
* Square
* Camera company that Henry worked at
* Tried consumer, pivoted to enterprise
* Light
* Lytro
* Nymi
* Avegant
* Sphero (to education)
* 3D Robotics