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15 results for “ai disruption”
Concept4 mentions across episodes
AI disruption
Topic2 mentions across episodes
AI disruption
“AI consensus creates extreme disruption in how mega funds prosecute seed markets”
people believe in the power a lot. They even they believe in the power a lot even more because of how disruptive AI is gonna be. Right? And the effects you're seeing in terms of how YC or mega funds p
13:00 / 13:35
market insight13:00 – 13:35
...the disruption is almost impossible to remove. And I would say those weapons of mass disruption were used against us, not intentionally. Right? No. Not for sure. Yeah. Yeah. I mean, the two big ones that we face, the first one, of course, was cloud.
3:41 / 4:46
from transcript3:41 – 4:46
...And because of the benefits of software, we were able to fundamentally change the usage patterns in the data center. And once you start to change the usage patterns and the behaviors of the practitioners, then you get locked in and the disruption is
2:57 / 4:05
from transcript2:57 – 4:05
And so I still think we're in a in a pretty good balance, and and we're gonna have a lot of a lot of new companies and a lot of growth among the the hyperscalers. I think that's that's about right. So the terminology of sustaining versus disruptive c
30:46 / 31:49
from transcript30:46 – 31:49
The the software industrial complex, as I call it. Right? That's like a three and a half, four trillion dollar industry. It grows by 10% a year. So every year it's adding 300,000,000,000 of quote, unquote enterprise value. Is that value that is being
26:59 / 28:05
from transcript26:59 – 28:05
...every disruption is good, tariffs are a case in point, but tech driven disruption just gets him excited. And I think he's right. We all have to find ways to be excited about AI even if it scares us or feels alien because it's advancing at a pace that
33:44 / 34:45
from transcript33:44 – 34:45
So originally, the incumbents don't pay attention to it, because it looks like a toy and then eventually disrupts everything and eats the entire, sort of market. And so that that was true of PCs. You know, when PCs came along, the big, main mainframe
31:28 / 32:30
from transcript31:28 – 32:30
Yeah. Innovation or disruptive technology is not sufficient. It was very disruptive. If you're an abacus maker or or a Monroe calculator maker, it puts you out of business. Very disruptive, but completely went out of business after a while and then h
8:14 / 9:17
from transcript8:14 – 9:17
Data center semiconductors come into America and finish goods from Taiwan and other Asian countries, servers, storage systems, and networking switches. By the time we have developed the capacity to domestically produce these systems, we have lost the
20:12 / 21:15
from transcript20:12 – 21:15
Let's talk about 11x, the startup backed by Andreessen Horowitz. TechCrunch put out a story about this. In this case, one of the things that they covered was the misuse of customer logos essentially. 11x according to ZoomInfo kept using their logo fo
0:00 / 1:02
from transcript0:00 – 1:02
ten, fifteen, twenty years of all the AI work that's happened in the company are now liabilities. They have a lot of existing castles to protect. That's right. They have to run everything through a lot of filters before they can decide if it's a good
2:35:13 / 2:36:20
from transcript2:35:13 – 2:36:20
I am a 100% on Doge. I am a 100% on, like, reciprocal thoughtful tariffs. I don't know anybody who's not. And so this is, I think, what you're starting to see. And then, of course, Gavin, who is balls and strikes, has always been Mhmm. He did a reall
19:29 / 20:32
from transcript19:29 – 20:32
...of disruption that is coming for these companies, business model shift is number one. And so we can talk about examples where that's most in practice today. You know, Sarah and Kimberly from our side led investment investments in Decagon. Customer se
22:30 / 23:48
from transcript22:30 – 23:48
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