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专栏 - 从华尔街到硅谷

现在就是投资谷歌眼镜的好时机

Dan Primack 2013年02月26日

Dan Primack专注于报道交易和交易撮合者,从美国金融业到风险投资业均有涉及。此前,Dan是汤森路透(Thomson Reuters)的自由编辑,推出了peHUB.com和peHUB Wire邮件服务。作为一名新闻工作者,Dan还曾在美国马萨诸塞州罗克斯伯里经营一份社区报纸。目前他居住在波士顿附近。
现在还没有专门针对谷歌眼镜的风投项目。事实上,谷歌眼镜潜力无限,比如,跟它配套的应用软件,眨眼间就能拍一张照片;再比如配套的人脸识别软件,无缝连接商务活动与会者和他们的社交账户。可见,谷歌眼镜有能力催生出一大批全新的初创企业。因此,现在正是投资谷歌眼镜的好时机。

    目前还没有完全针对谷歌眼镜的风险项目,当然,只是目前还没有。

    谷歌(Google)的新产品谷歌眼镜甫一发布就迎来满堂彩。简单地说,这款产品能把你智能手机中的内容直接展现在你眼前。约书亚•托普斯基贡献了堪称目前最好的评测报告,他同时还表示,谷歌眼镜可能将于今年底正式上市,售价将在1,500美元以下。

    谷歌眼镜也许会同赛格威(Segway)代步车一样,沦为无人问津的颠覆性产品。不过,它更有可能与iPhone一样,成为催生无数新创企业的必备品。

    正是这个原因,我今天碰到的风险投资家们都一扫多年的阴霾,兴奋之情溢于言表。他们都在“多方努力”,争取入手一部谷歌眼镜。虽然没人能清晰地定义这款产品未来的投资机会究竟有哪些,但为什么不能设想一款应用程序,用户只需要比眨一眨眼稍微长一点的时间,就能拍摄照片?或者一款人脸识别软件,参加商务活动时能把与会者与你商务社交网站LinkedIn账号进行关联?说真的,谷歌这款产品真的称得上潜力无限。

    坦率地说,如果有哪家风投公司拿出1,000万美元成立“眼镜基金”,我绝对不会惊讶。我们过去已经看到过类似的Java基金和iFunds。如果谷歌眼镜真是大势所趋,那么现在正是投资的好时机。(财富中文网)

    译者:项航

    Okay, there isn't yet a Google Glass Ventures. Or, more specifically, not yet.

    Google (GOOG) is getting all sorts of buzz for its new Glass product, which basically would transfer the wonder of your smartphone to your regular field of vision. The best review so far is from Joshua Topolsky, who also reports that the actual device could be available to consumers by year-end at around a sub-$1,500 price point.

    Maybe this will just turn out to be Google's version of the Segway, a revolutionary device that no one really wants to use. But there's a decent chance that it will be closer to the iPhone -- a must-have product that spawns an entire new universe of companies.

    That's why a bunch of venture capitalists I've spoken to today sound more excited than they have in years, and all are "working multiple angles" to get their hands on one. No one can quite define for me what the future investment opportunities will be, but why not an app that connects photo snaps to a slightly-longer eyelid blink? Or facial recognition software that connects people at a business event to your LinkedIn (LNKD) account? Seriously, there are some endless possibilities.

    In fact, I wouldn't be surprised if some venture capital firm sets $10 million aside for a "Glass Fund," just as we've seen Java Funds and iFunds in the past. If this is really the future, then the investment opportunity is nearly now...

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