AR/VR is a good example. In general my gut tells me it will happen. That has to be balanced with a risk-adjusted perception of when alongside an assumption of how to capture the power law returns you correctly mention. On top of that comes the most critical: the whom to work with on the opportunity (and BTW should have tagged you as well… hope to geek out on something soon!)

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Geeky tech-guy backing same. Previously co-founder of @whitestarvc exec roles @facebook @google @microsoft. Salvadoran-born Londoner. YGL of the @wef Father ^3

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