Josh Wolfe @wolfejosh VC, entrepreneur, fund manager @Lux_Capital; Chair @CiPrep Coney Island Prep; Trustee @SfiScience Santa Fe Inst; CoFounder of Carson, Quinn & Bodhi w/ @ltwolfe Oct. 09, 2019 1 min read

1/ I think @Arubin is very smart and talented

Don't assume this "phone" is geared for consumers directly

It may look like 4 vertically stacked watchOS displays which lets you do "essential" things (but other than time or quick auto text replies, not much dynamically...

BUT

2/ His play may not be to sell consumer phone but...trying to create 3rd OS for a deseprate-to-get-into-hardware player who isnt Apple (iOS) or Google(Android)—like FB or AMZN or other—to buy his team and talent and OS as Google did his Android...

3/ Apple and Google control most people's on-ramp and glass/windows to connected world.

Facebook is an app on their platforms

Amazon too but Alexa/Echo is push for hardware

The home, the TV, the car...all touch point access control on-ramps

The next fight for the next OS...


You can follow @wolfejosh.



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