Fred Wilson writes about the huge opportunity that he calls ‘golden triangle’.

Transito Golden Triangle
Originally uploaded by dardilrocks.
I heard something this past week that stuck with me all the way to the weekend. To the life of me, I can’t remember who said it but at least I remember what was said:
The three current big megatrends in the web/tech sector are mobile, social, and real-time.
I like to think of this as the golden triangle. You can build interesting businesses in each of these three sectors. The iPhone is the poster child of mobile. Facebook is the poster child of social. Twitter is the poster child of real-time.
But it is what happens inside the golden triangle that is really interesting to me. What if you build a service that is mobile, social, and real-time? Well that’s a big opportunity folks and I’ve been seeing quite a few entrepreneurs doing exactly that. It is an exciting time.
I can see why Fred picked those 3 for his triangle. After all he is an investor in foursquare which combines all these elements. But I think it may be a bit US/Silicon Valley centric. I have a different golden triangle with a more global perspective. Mobile, Commerce, Search. I am using commerce to include banking too. Search is all bout personalized information services.