| Hey Ken - thanks for stopping by! I think the products that have step function level effects on society are the sum of many smaller trends. We've found that these trends, however small or large, tend to highlight the bigger picture around how the consumer world is evolving. Like you point out, axe throwing is not very interesting on its own. But when you take a closer look, axe throwing, escape rooms, etc. are rising to fill the need of real life social experiences that can't be easily replaced by companies like Netflix as the more digitally replicable social experiences like movie theaters decline in popularity. Our customers - founders, investors, product people, marketers, etc. - tell us that this deeper understanding of how and why the world is changing is useful to them. And separately, while there are indeed a small number of products that have a disproportionately large impact on society (like the ones you mentioned: car, bike, iPhone), our economy is also largely dependent on the inverse - a large number of products that individually have a small impact on society - many of these are products we use and consume day to day like toiletries. The growth of products in these potentially less impactful categories can still sometimes highlight a meaningful shift in society and we at Glimpse think it's worth talking about. Hope I answered your questions! |