When Markets Collide
At the heart of any successful company lies an engine of innovation fueled by new ideas, boundless energy, creative thought, disciplined execution, ample capital and an unyielding will to win. These are the attributes of Genovation portfolio companies representing a new spirit of innovation and commitment to a belief that there truly is a better way.
At Genovation, we are committed to building true category leaders as we explore new boundaries in the fields of communications, media and internet. The collision of these three worlds is now upon us. Unusual returns on invested capital will flow to those who can harness these tectonic shifts in technology applications. The lines between these categories have blurred and those entrepreneurs and investors with the requisite experience, vision and foresight will prosper as this new economy unfolds.
Market collisions have powerful and far-reaching impacts. The collision of voice, video and data finally occurred on January 9, 2007 with the introduction of the iPhone. This product has fundamentally changed the landscape of the mobile phone industry overnight and is a clear category leader. The ability to identify these opportunities and determine an optimal investment path will yield uncommon returns.
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