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Dungeons & Dragons (not Star Trek)
Predicts Our Future
Rob Coneybeer
Shasta Ventures
How to Make Big Money
Right 1.5x 20x+
Wrong 0 0
Consensus Contrarian
“We wanted flying cars, instead
we got 140 characters.”
– Peter Thiel
Star Trek
• Spacecraft
– Impulse drive (STL)
– Warp drive (FTL)
• Teleportation
• Robots & AI
Star Trek
• Spacecraft
– Impulse drive (STL)
– Warp drive (FTL)
• Teleportation
• Robots & AI
Dungeons & Dragons
• Enchanted Objects
• Casting Spells
• Flying Creatures
• Bioengineered
Organisms
Modern Enchanted Objects
• Device energy budgets dominated by wireless
• Assume 100mW power draw/device
– non-stop, for 1 year
• Each device draws 3.15 x 106 J/yr
• One Warp Drive (65 EJ) could power 20 Trillion
modern enchanted objects for a year
Dungeons & Dragons
• Enchanted Objects
• Casting Spells
• Flying Creatures
• Bioengineered
Organisms
“Any sufficiently advanced
technology is indistinguishable
from magic.”
– Arthur C. Clarke
The Mystery of Life
How do I create and evaluate
an idea for a new company?
Creating Startup Ideas
Creating Startup Ideas
• Imagine the future …
… look at trends and extrapolate
Creating Startup Ideas
• Imagine the future …
… look at trends and extrapolate
• Think about products & services where …
… something wasn’t possible before, based on
inflection points in technology
Creating Startup Ideas
• Imagine the future …
… look at trends and extrapolate
• Think about products & services where …
… something wasn’t possible before, based on
inflection points in technology
• Keep an open mind …
… but be intellectually honest
Evaluating Startup Ideas
Evaluating Startup Ideas
1. Does it solve a real problem?
Evaluating Startup Ideas
1. Does it solve a real problem?
2. Does it solve a problem in a big market?
Evaluating Startup Ideas
1. Does it solve a real problem?
2. Does it solve a problem in a big market?
3. Can the solution make money?
Evaluating Startup Ideas
1. Does it solve a real problem?
2. Does it solve a problem in a big market?
3. Can the solution make money?
4. Can you build a sustainable advantage
around the solution?
Can I Build the Right Team?
Character Abilities
• Strength
• Constitution
• Dexterity
• Intelligence
• Wisdom
• Charisma
Luck
• It’s about changing
the odds in your
favor
– imagine a casino
where you’re
encouraged to bring
your own dice
Final Thoughts
Final Thoughts
1. Focus on ideas that weren’t possible before
Final Thoughts
1. Focus on ideas that weren’t possible before
2. Be intellectually honest
Final Thoughts
1. Focus on ideas that weren’t possible before
2. Be intellectually honest
3. Create opportunities for luck

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