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13 results for “market disruption”
...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
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
23:10 / 24:19
from transcript23:10 – 24:19
...technology disruption, but, like, even just catering to, like, a new base. I Yeah. I mean, I guess side, the marketing side, the sales side, the Yeah. Yeah. What you said is spot on because when you're talking only to your best customers, by definiti
9:45 / 10:48
from transcript9:45 – 10:48
...of the market. But as it sort of evolves, it goes up the power curve and eventually disrupts even the incumbents. So originally, the incumbents don't pay attention to it, because it looks like a toy and then eventually disrupts everything and eats th
30:46 / 31:49
from transcript30:46 – 31:49
to understand where the founder is on that journey and how much they're implementing from the ground up. And, you know, what you said in terms of blowing up existing operations, that's also happening in post AI companies too. And increasingly, people
10:28 / 11:32
from transcript10:28 – 11:32
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
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
25:28 / 26:43
from transcript25:28 – 26:43
...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
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
...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
24:41 / 25:51
from transcript24:41 – 25:51
...market wasn't as ripe for agentic kind of workflows. But I think that you can kinda say, you know, maybe this is then for another conversation is just, like, if you have a current system of record that that has a set of workflows on it where agents m
56:13 / 57:54
from transcript56:13 – 57:54
they're not gonna get torn out, but they really run the risk of value getting built on top of them. So those are gonna be systems of record, but you just build new vendors build new products that can take action on top of those. And I think that's a
41:14 / 42:16
from transcript41:14 – 42:16
The other side of this is I think there's a more general point, and same thing. I arrived in Singapore 02:00 this morning. I'm not gonna go and work out whether this Airbnb is any good. I can stay in a hotel. Sure. I think there's a there's a there's
48:41 / 49:53
from transcript48:41 – 49:53
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