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...disruption in our industry, especially on the infrastructure side. Yeah. One is if you introduce a new it's a piece of software that introduces a new abstraction. Right? Yeah. Yeah. Yeah. Or a new usage model. Yeah. Yeah. Yeah. And everything starts
...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 created? I think a lot of the customers would say no. So if you're a startup or if you're China, what i
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 service is the most obvious one where you can certainly price based on completion of a task. It
...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
Typically fear is a great way of getting into power and people are gonna try and create new control systems because of the transition that's underway. Okay. You're gonna see us around the world. Yeah. I mean, so, Chamath, it's pretty clear. You know,
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
...then a new disruption has, and they're with those customers. They're not with the front lines, which tends to be different. Correct. And so now you've got to retool go to market product, everything for this new base even though 80% comes. And so, I m
...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 created?
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
...disruption before between incumbents and startups. Usually we talk about tech. There's so many industries yet to be disrupted that, nobody talks about, but those could be remarkable areas to focus on. And lastly, I think it's innately what makes us h
This is something the Biden administration cares about. If truck drivers lose their jobs, just like we went to bat previously, for coal miners, and there were only 75,000 or a 150,000 in the country at the time, but it became the national dialogue. O
...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
Customer service is the most obvious one where you can certainly price based on a completion of a task. It's better, faster, cheaper value prop to customers. So if you are going to compete with a seat based customer service thing, look out. That's ha
...disruption that there have been job displacements because there's no generous people that get retrained for something else who can't retrain.
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