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16 results for “silicon valley dynamics”
Concept18 mentions across episodes
Silicon Valley
Topic12 mentions across episodes
Silicon Valley
...Valley as the place where that ethos would thrive. And it's worth pointing out for people who don't spend a lot of time in the Bay Area. This has absolutely nothing to do with San Francisco. Nowadays, it's sort of this big blended soup of companies t
1:15:45 / 1:16:49
from transcript1:15:45 – 1:16:49
...Valley, it's an elite dominated society whether we like it or not. It's probably more akin to Wall Street in the nineteen nineties
15:39 / 16:46
from transcript15:39 – 16:46
...Silicon Valley or maybe in some cases, New York. What I'm now seeing and what we're seeing in our own portfolio is that those people can build from anywhere. And what that means for the country, it is an extraordinary thing that Silicon Valley could
48:00 / 49:08
from transcript48:00 – 49:08
...Valley in the nineties, but it's not anymore. And when that happens is elites end up building software for elites. And I think that has somewhat made sense because if you look at consumer buying patterns, people buy something that's aspirational, and
16:26 / 17:33
from transcript16:26 – 17:33
...Valley thinking. New York, I would argue, is also not an ideal place because your allocated rent just your allocated rent is three times bigger than anywhere else in the country.
8:59 / 10:08
from transcript8:59 – 10:08
...in Silicon Valley. That's almost an ethos that it isn't. It's close to mercenary, and I I mean that with love and affection. I don't mean that to sound like a negative word. People have correctly figured out that there is a finite number of company j
8:11 / 9:21
from transcript8:11 – 9:21
...Silicon Valley history goes back to, like, the nineteen fifties with HP and the nineteen sixties with the chip companies. But the real history, I he he I think he makes a very compelling case. The real history was actually to fast tech startups in th
29:53 / 31:21
from transcript29:53 – 31:21
...Silicon Valley did not grow up in Silicon Valley. My ITs my wife grew up here in Palo Alto. I I tease that. I call her a townie. Right? Like, like, by the way, she has three more degrees than I do, so it's definitely not a status thing. But most peop
26:54 / 28:07
from transcript26:54 – 28:07
...thing that Silicon Valley could be exported to the rest of the country. I mean, that will be game changing when you think of just postwar how there was sort of this myth that if you were someone who was high achieving, someone who wanted to have a ca
48:43 / 49:46
from transcript48:43 – 49:46
...Silicon Valley, you know, I think AI I I did the conference. I think AI is the ninth major technology platform in the history of Silicon Valley. Right? That, you you know, Silicon Valley is Silicon Valley is still called Silicon Valley. We haven't ma
1:30:40 / 1:31:50
from transcript1:30:40 – 1:31:50
...So Silicon Valley has truly, I think, transformed with software, you know, the the the size and scale of how large you can build these companies. Many of the companies that are now in the top 10 in terms of of market cap didn't even exist in 2000. So
45:41 / 46:52
from transcript45:41 – 46:52
...Is Silicon Valley still a place you have to physically be if you wanna excel
26:09 / 27:15
from transcript26:09 – 27:15
...in Silicon Valley without seeing a a person in uniform. And so I think that's that's a part of it. But to Mark's point on on culture, I I've always said that I think the social network had probably the greatest influence of the twenty tens in terms o
12:00 / 13:12
from transcript12:00 – 13:12
...Silicon Valley is, you know, you can just be loud on the Internet and get people's attention and have everyone important in Silicon Valley talking about you, making fun of you, mocking you. Right? But, like, you can you can become the center of atten
1:52:12 / 1:53:45
from transcript1:52:12 – 1:53:45
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