This seems to me a clarification of the strategy PG proposed during a talk at PyCon 2012 and an essay called "frighteningly ambitious startup ideas". It is a great way to think about and frame how to judge startup ideas.

Mainly centering around high potential technology, overlooked ideas and opportunities that these startups can take advantage of.

My question becomes, and it seems PGs, how can you do this without the value of hindsight. One one hand, you could sit and reason why startup x or your startup idea is the Microsoft in this scenario. But you can also easily delude yourself.

Pebble, IMO, is shaping up alot like early Apple did. They are entering a competitive industry with a new product, facing a goliath and have a huge emphasis on their design & focus on developer. Which makes me believe history will repeat itself. That if we have the Apple for wearables, there should be, or soon, a Microsoft for wearables.

Just a thought, would love any point for/against.

For reference:

http://paulgraham.com/ambitious.html https://www.youtube.com/watch?v=R9ITLdmfdLI