Searching...
19 results for “picks and shovels”
...I mean, the old picks and shovels when you're selling them to gold miners. I think if you're talking about who makes the most money. Yeah. Today, picks and shovels. Yeah.
3:54 / 5:06
from transcript3:54 – 5:06
...picks and shovels. Yeah. Because there's two things happening. One one is people lives people's lives are being optimized through AI. Like but the other thing that's happening is if you're talking about enterprise products, the upper management, exec
4:39 / 5:40
from transcript4:39 – 5:40
...picks and shovels manufacturer, give them a piece of the upside so that I can get access to the materials, upfront for a lower cost basis. But I guess the analogy works, but but here's the problem. Right? The question is how much gold is being pulled
40:29 / 41:32
from transcript40:29 – 41:32
...picks and shovels types companies to the data center and reindustrialization build out, we we still see a lot of opportunity. And multiples are up, but they're becoming more predictable. Their growth rates are accelerating. It's it's more structural
47:59 / 49:01
from transcript47:59 – 49:01
...and shovels. Right? Fun of completely reasonable commentary. That's what I say. Is there you know, it turns out, incidentally, picks and shovels have been great. You know, you could have bought Caterpillar or you could have bought some old school HVA
4:23 / 5:32
from transcript4:23 – 5:32
...picks and shovels have been great. You know, you could have bought Caterpillar or you could have bought some old school HVAC company that's providing cooling or heating or whatever and made a ton of money. So, actually, it turns out, at least for the
3:30 / 5:00
from transcript3:30 – 5:00
...and shovels, so it could be software tools for them, but it could also be things like health insurance for this population, workers' compensation. You know, in The US, all of our benefits are tied to employment. Yeah. So in a world where your employm
8:38 / 10:08
from transcript8:38 – 10:08
...and shovels, so it could be software tools for them, but it could also be things like health insurance for this population, workers' compensation. You know, in The US, all of our benefits are tied to employment. Yeah. So in a world where your employm
8:13 / 9:28
from transcript8:13 – 9:28
...when you say the picks and shovels, I'm like, oh, so they're just, like, they're holding out for an acquisition from Google or something. Right? Like So no. We don't pick companies based on that. I mean, I think that's that's the interesting part abo
25:27 / 26:51
from transcript25:27 – 26:51
...picks and shovels enabling technology, research technologies, DNA sequencing platforms, all the way and this is another thing I learned from my father who's obviously early tech guy was that the picks and shovels generate the steady sort of tractable
9:45 / 10:50
from transcript9:45 – 10:50
...picks and shovels. Speaking of volatility, very quickly, one of the interesting things that happened last year in data center world was we had that big outage at the CME, which was the result of an outage at one particular data center that was run by
48:09 / 49:49
from transcript48:09 – 49:49
...of picks and shovels, and enabling technology, gets invented if you were to look at, let's see, the last big revolution. Mobile? Mobile. And you look at apps. Man, the number of app economy related companies that weren't actually building the apps or
8:06 / 9:22
from transcript8:06 – 9:22
...sellers of the picks and shovels of AI are making money, but few prospectors have struck gold with AI tools Practically, for real, where like, where are we on this effectiveness curve for Yeah. For AI? I I would take the other side of that that argum
3:46 / 4:53
from transcript3:46 – 4:53
...and we were asked to dig up a road. It was a metal road. It was hard work because we only had these tools. At the end of the day, I went home. I had seven blisters on my two hands. My father looked at me and thought I needed toughening up. He got som
56:59 / 58:04
from transcript56:59 – 58:04
...need tools, picks, shovels, and partners, speaking of partners, to do stuff. You can go further with partners. So let's bring on I guess, well, let's play the clip, and then we'll bring on our guest. Next up, Jason, we have a company called SpatialGe
1:21 / 2:33
from transcript1:21 – 2:33
...and picks and shovels, and and there's more to come there. I think the penetration in the enterprise is still early, and we've had some false signals. You know, 95% of AI projects have failed or have been at the very sort of experimental phase. The a
10:38 / 11:47
from transcript10:38 – 11:47
...and source private businesses. It's incredible what a well designed AI tool can do to accelerate the discovery of businesses and private markets. There's a link in the show notes so you can learn more. And here are those closing questions. What was y
56:05 / 57:16
from transcript56:05 – 57:16
“The quantum gold rush is already here - just not where you think”
...call, like, picks and shovels companies, control, fridges, cryogenics, detectors, coax cables. You know, like, the things that that vacuum chambers, lasers, the things that the industry needs to to do
14:04 / 14:45
market insight14:04 – 14:45
...tools, picks, shovels, and partners, speaking of partners, to do stuff. You can go further with partners. So let's bring on I guess, well, let's play the clip, and then we'll bring on our guest. Next up, Jason, we have a company called SpatialGen, wh
2:14 / 3:26
from transcript2:14 – 3:26
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.