198. Streaming Wars, The Future of Mobile & The Evolution of User Interaction (M.G. Siegler)

M.G. Siegler of GV joins Nick to discuss Streaming Wars, The Future of Mobile & The Evolution of User Interaction. In this episode, we cover: Backstory/path to Venture How'd you find your way from Hollywood to SV? Who was the first VC that, based on your writing talent, saw your potential as an investor? Why did you leave Crunchfund for GV?  A little confusion about the array of venture funds affiliated with Google - can you give us a quick overview and whether there is still an affiliation between Google and GV? Tell us about your thesis. How hands-on do you get w/ portcos? How does Jony Ive's departure affect Apple? What are the most valuable consumer tech companies by market cap - five years from now? Right now, in the streaming market, we have a fragmented group of services yet know one platform to unify the user experience...  what do you see for the future of streaming? How do you see the competition between Apple and Disney play out?  Who wins? Just heard the announcement that Facebook is acquiring CTRL - Labs. Why do you think this is a good strategic buy for FB? removing monotony.... repetitive tasks....  mental fatigue....  Impact of constant stimulation, content consumption, on happiness, creativity, etc.? You've invested in some big names such as Medium, Slack and Stripe to name a few. What's the single biggest common success factor that you've observed across very different companies? What are some of the major trends we will see in mobile in the coming year and what do you think will phase out? Who is your favorite writer in the space? If you ever get around to writing your screenplay, what will you write about? To listen more, please visit http://fullratchet.net/podcast-episodes/ for all of our other episodes. Also, follow us on twitter @TheFullRatchet for updates and more information.