Here is a quick summary of a short but good interview (published back in January) with Paul Grim (GP at VC SunBridge) – the questions/answers revolved mostly around business impacts of the iPad release:
- The installed base of iPhone/iPod users will naturally migrate to this platform
- I don’t think this will significantly impact the Kindle’s prospects, but I do think it bifurcates the e-reader market.
- This is another giant leap toward the new human-machine interface paradigm.
- There are some obvious vertical segments that could be completely dominated by the iPad: healthcare, education, design, architecture, basically any field in which someone carries around a clipboard or simply has to move around a lot while working.
Paul blogs at GrimTimes.com