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June 19, 2007

McNamee Tipped his Palm Purchase

Missed this back in March when it came out, but at a Churchill Club tech trends session Elevation Partners' Roger McNamee tipped his investment thesis for buying 25% of Palm. The gist: He thinks people (like him) will carry multiple single-purpose devices, and multiple cell phones in future, driving a huge proliferation of such things. In other words, the future of these devices will different from what happened in PCs and the like.

While I carry a few cellphones, and I think it's an interesting argument, the idea of carrying a bevy of such devices isn't appealing. If you fixed the mobile browser, as Steve Jurvetson points out in the segment, much of the need would go away.

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Comments

maybe you missed it because it came out in March, seven years ago? The date on the intro is 2000. Tho I don't recall Mullet McNamee to be that hairy back then.

Nope, was this year. You can carbon-date McNamee by his mullet. More importantly, they reference the iPhone, which would have made them awfully prescient.

Yup - this year, 2007. My mistake on the intro in the video... was trying to get it up quickly.