I'm pretty excited for the premiere of "Silicon Valley" on Sunday. Mike Judge usually makes some wicked and shrewd stuff, and I think this has the potential to illuminate some of the absurdity of the Valley. It could have the same crushing effect that "Office Space" had on the Crapplebee's franchise.
I've lived in the area on and off for the past six years, and as a non-tech person, the pretentiousness and idol-worship of the place is enough to make me cringe. So I wonder, what are the likely implications of the show? For the sake of this thought experiment, let's assume the show becomes widely watched and has the potential to shape public opinion over the course of a few seasons...
Here's a few possibilities:
1) Exposes start-up kids as socially inept nerds, lessening the "allure" of Silicon Valley
2) It becomes passe to want to start a software company, much like grunge rock displaced the glams. Smart kids will instead want to go build drones or master new agricultural yield maximization techniques.
3) Those who do have the entrepreneurial instinct opt to start their ventures elsewhere, rather than be associated with SV stereotype. They'll start businesses in places like Austin, Portland, Boulder, Raleigh etc.
4) VC's lose their sense of awe for start-up kids, valuations of pre-revenue companies come way down.
5) Social media bubble rolls over: FB, TWTR, KING shares collapse under their valuations
6) Real estate prices in Silicon Valley retreat
7) I finally buy a house
Seems pretty likely to me... time to short the Q's...
Alternatively, I guess it could have exactly the opposite effect...