How angels see mobile

James Geshwiler of Common Angels just opened for Mobile Monday here (yes, on a Wednesday) in Boston. Perhaps most interesting was how he opened, with an overview of the landscape for entrepreneurial investments in this space:

• the focus has shifted from carriers to apps and devices


• connectivity has become a commodity

This perspective is particularly interesting because it's a good leading indicator of what sort of innovation by insurgents is going to be funded. To that extent, the perception of opportunity becomes reality.

Critically, it increasingly reflects an 'over the top' perspective, in which carriers face significant challenges in remaining relevant.