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18 results for “consumer tech”
Topic4 mentions across episodes
consumer
“Why consumer tech now beats military gear in innovation speed”
...consumers get them. Yeah. Or like GPS was invented to guide missiles Exactly. And now it's used for tagging cat photos. And the shift is like a combination of the stuff getting cheap enough that it ca
4:14 / 5:04
market insight4:14 – 5:04
...consumer tech is coming back, but it's AI focused. What's happening? Yeah. That's exactly right. So consumer is hypercyclical. So for long, long periods of time, nothing happens, and it's a very tough time to kind of invest or build in the consumer e
15:43 / 17:09
from transcript15:43 – 17:09
...consumer tech is coming back, but it's AI focused. What's happening? Yeah. That's exactly right. So consumer is hypercyclical. So for long, long periods of time, nothing happens, and it's a very tough time to kind of invest or build in the consumer e
16:27 / 17:55
from transcript16:27 – 17:55
...consumer tech followed a similar beat. New platforms, new behaviors, new breakouts. Facebook, Twitter, Instagram, Snap, TikTok. But lately, that rhythm has changed, and so has the nature of what we mean by consumer. In this conversation, we bring tog
0:01 / 1:11
from transcript0:01 – 1:11
...is he found it to be so unpredictable. But this s curve framework gives you insight into how big the market can be, where it might be in four or five years. It's like a map into the future. And that's why you want to invest in tech. What are the char
15:42 / 16:47
from transcript15:42 – 16:47
...tech. What are the characteristics of these big multi year, now trillion dollar companies?
17:15 / 18:17
from transcript17:15 – 18:17
...consumers have propensity to pay, we have a company called Roe, for example, that focus on GLP ones. Because there's our propensity, it drives innovation to create more, products like this that are focused on keeping you healthy. How many people owne
44:16 / 45:22
from transcript44:16 – 45:22
...AI has scaled for consumers tremendously well given it's mostly been text box in some output in a web browser out. And so I love the idea of AI kind of actually being with you and seeing what you see. It's funny. Now when I go to tech parties, like,
43:19 / 44:33
from transcript43:19 – 44:33
...is the consumer use case. I think a lot about you know, again, we go onto this device, and we have to hunt and pack through a 100 different applications and fill out little web forms, things that really haven't changed in twenty years. But to just ha
30:33 / 31:46
from transcript30:33 – 31:46
...tech comes up, it is so beneficial to these companies or potentially beneficial to them if that's the way things goes? Because if you make yourself a platform that voice is the main way to interact with it, you can just so more neatly capture the res
30:32 / 31:45
from transcript30:32 – 31:45
of another massive consumer technology wave. I actually think this one is going to be bag bigger than all of the past waves because, one, the speed of adoption is faster. The market size is just a lot bigger today, and the adoption's faster. ChatGPT
33:53 / 34:59
from transcript33:53 – 34:59
with a lens or or at least waveguides waveguides and a projection inside the, the lens is is incredible. It's relatively high resolution. It has what they call the neural band, which is a kind of a a watch style device or or at least a band around yo
20:11 / 21:23
from transcript20:11 – 21:23
...technologies we're in right now? And one of the places I come back to is is, health wearables. So many different health wearables out there and they're all attacking the problem from slightly different angles. Yes. Some advances, but I think we're on
48:05 / 49:07
from transcript48:05 – 49:07
...tech comes up, it is so beneficial to these companies or potentially beneficial to them if that's the way things goes? Because if you make yourself a platform
29:53 / 31:07
from transcript29:53 – 31:07
...tech, and we've obviously seen a ton with Aura and and Whoop. And you mentioned Strava. They'll all be coming together, and I just think that we're gonna be living for longer, and there's gonna be a lot more tech just like this. Okay. Keep going. We
54:45 / 55:45
from transcript54:45 – 55:45
not clear yet. Yeah. There there's there's there's a few people I know who just, like, they almost subscribe to this space in a sense of they're constantly just getting the latest classes, usually out of China, and they're just trying them out. Right
1:23:13 / 1:24:43
from transcript1:23:13 – 1:24:43
...has finally caught up. Yeah. It's timing. Timing in terms of market and cultural readiness. Timing in terms of the technology being being ready because at the this Google Glass thing had this giant prism on on the front and it was, you know, very the
21:40 / 22:55
from transcript21:40 – 22:55
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