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It is so satisfying to introduce your friends to someone you know they will love.  That is how I felt last week hosting Roger McNamee as part of Tuck’s Media Symposium.  Roger and his band, Moonalice, spent the day at Tuck both educating and entertaining the community. Of course the concert was a blast, but the highlight of the visit was Roger’s rapid-fire analysis of tech investing. Refined over the past year, Roger’s 10 Hypotheses for Technology Investing provides a compellingly different view of the rapidly changing landscape and opportunities ahead.
With Windows devices now representing less the 50% of internet-connected devices (from 95% four short years ago), Roger argues that everything has changed. Winners are those building the hyperweb to exploit the rapidly expanding hypernet (internet + carriers). Losers are those who can’t make the jump to the mobile world. With the first wave of the “social web” over, Roger advised the students to focus on companies that power or benefit from hyperweb+hypernet – think HTML5.
This video is a must see for anyone thinking about a career or investing in tech and is just plain fun for anyone who likes to think about the changes happening all around us. Of course, when you finish the talk, enjoy the concert – brought to you via Moonalice’s own HTML5 experiment.


Roger visits the CDS office and shows his Moonalice HTML5 site on our iPad. (l to r) Hans Brechbühl,
Kelli Pippin, Roger McNamee, Eric Johnson, Juhee Kwon and Tim Paradis.