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12 results for “enterprise infrastructure”
Topic3 mentions across episodes
infrastructure
Topic3 mentions across episodes
enterprise
...infrastructure investors historically to think about making a move in that direction off their end segment expertise. At the same time, it's an asset class that traditional infrastructure players can move into as an adjacency. So in many ways, it's n
6:01 / 7:06
from transcript6:01 – 7:06
...infrastructure that's needed to make the technology work. You know, we hear a lot about data centers and we hear about energy, but how does it work end to end? What does that look like? So it is data centers for sure, and data center spend has gone u
9:44 / 10:51
from transcript9:44 – 10:51
...infrastructure side, how far can I stretch the definition of what infrastructure means to be able to access some of those higher return thresholds? Mhmm. And what that plays out with is much more businesses that have much more operating risk around t
7:31 / 8:37
from transcript7:31 – 8:37
...infrastructure is for the for the size and grandeur and the kinda global scale challenge we are having, getting this right actually involves understanding things at hyper local levels. So let me give you a couple of examples. If you when you really f
7:25 / 8:35
from transcript7:25 – 8:35
...infrastructure? What is core plus? And then what is value add? So if we think about core, you know, what we're really talking about is is some of the stuff you're mentioning going back ten, fifteen years ago. It's it's buying a toll road.
3:04 / 4:06
from transcript3:04 – 4:06
...is the stuff used to build the apps. So you sell to technical buyers, people that use computer science to solve business problems. So, like, if the company sells to marketers, that's not infrastructure. But it is developers, database administrators,
14:07 / 15:27
from transcript14:07 – 15:27
...the enterprise is pretty nascent and it's built out of true infrastructure. I just don't think that the data centers like, if you assume that 100% of the data centers at some point in time will need to get reracked and you will need a very different
5:15 / 6:15
from transcript5:15 – 6:15
...whereas something like, let's say, vertical SaaS could be used by a flooring company or by a marketer or by sales, that would not be considered infrastructure.
1:19 / 2:33
from transcript1:19 – 2:33
...enterprise, whether applications, buyers, sectors where infrastructure is almost always horizontal. And that's another thing we realized along the way of we still want to, like, like, appeal to these, like, technical audience and technical buyers, bu
11:02 / 12:57
from transcript11:02 – 12:57
...infrastructure spend less dependent on narrative velocity and more on execution capacity. This environment highlights a shift in where markets perceive durable value. From application layer revenue models toward compute manufacturing, hardware enable
2:52 / 4:03
from transcript2:52 – 4:03
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