It's not about seeing opportunities. It's about measuring the likelihood of the opportunity coming to fruition.
Rory has been terrible at being able to measure that likelihood so far.
Our job as investors/traders is to figure out WHY he has been bad at it and whether his big-picture is still viable given the obstacles that seem to have existed all of this time.
I've long questioned the value to having a button on top of a video as opposed to just being able to click a link or on the video itself. So far no convincing proof has been given that one is better than the other.
But, I do think Rory's idea MAY work in the live streaming environment if the shopping experience can be made 'fun'. Attribution and chatting might help make it work. The idea of a DESTINATION like MARKET for shoppers - festivals etc.. may be one that works. Not sure analytics or buttons on videos even matter much in that environment..which would be ironic in that the ideas he's been pushing all along may really be secondary to something that actually succeeds.
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