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13 results for “platform technologies”
and storage, but also all the tooling that goes around the developer's day of what you're using to build software and what are the tools and products that are operating. These ever growing more complex software as well, all the way to semi technical
2:50 / 4:07
from transcript2:50 – 4:07
It's like faster than light speed travel has just been invented. For many of the developers and programmers I talked to today, they're like going to Disneyland just because how many great tools there are to help them move faster. We do spend a lot of
0:00 / 1:03
from transcript0:00 – 1:03
you know, solve other other disciplines with. Right? Like, we solve grand unified field theory and physics goes away, and then we just go on to biology type thing. Right? So I do computer science. So infrastructure is the stuff used to build the apps
14:07 / 15:27
from transcript14:07 – 15:27
I run the infrastructure fund. So the infrastructure fund so our definition of infrastructure, this is computer science infrastructure. This is anything with a technical buyer, so think compute network storage, databases, of course, any of the low le
3:46 / 4:48
from transcript3:46 – 4:48
We're now close to a trillion and a half dollars of assets under management in the space, and all signs generally point in in the right directions. Mhmm. The story under that has been now a decade run shift coming out of the GFC towards more what we'
3:04 / 4:06
from transcript3:04 – 4:06
As you think about long term systematic trends in aging populations and the requirements there are around serving that ecosystem, there are huge opportunities on that front. Similarly, in education, as you think about moves towards privatization, nee
6:01 / 7:06
from transcript6:01 – 7:06
you know, once they're ready to launch, you know, we can provide a benefit. And so I think that is ultimately the benefit to the portfolio, but I've never seen a company win a lose by marketing. Yeah. Right? So I just don't think that that's the high
13:30 / 14:32
from transcript13:30 – 14:32
partner model as like a legal firm or a dentist office or a doctor's office, which is this partnership model where everybody's kind of equal, etcetera. And it it made sense when the market was a thousandth the size. Like, if you think about, like, wh
20:02 / 21:16
from transcript20:02 – 21:16
I mean, the fascinating thing about digital 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
7:25 / 8:35
from transcript7:25 – 8:35
We just had our first in person gathering in Downtown San Jose, and we have an entire set of frameworks and infrastructure for any public agency that wants to use AI from vendor registries to incident response plans, AI policy manuals. This space is
3:44 / 4:46
from transcript3:44 – 4:46
But the best at this are mostly best at getting the right alignment and making sure everybody's marching to the same same beat of the drum. On the next episode of Dry Powder, Andrew and I will take a closer look at the dominant investment themes that
17:16 / 17:50
from transcript17:16 – 17:50
private equity. Investment banking is all about deal velocity and how do I get this deal done, you put on the accelerator Right. Versus the private equity model, which is all about, look. My strong bias is not to do the deal. It's about deal quality,
9:44 / 10:51
from transcript9:44 – 10:51
So it is the stuff to build the stuff. Like, apps are built on infrastructure. Now and in particular, it's computer science infrastructure. Right? So, like, you could say infrastructure is, like, you know, construction and rebar and concrete. This is
20:58 / 22:01
from transcript20:58 – 22:01
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