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18 results for “tech cycles”
...is he found it to be so unpredictable. But this s curve framework gives you insight into how big the market can be, where it might be in four or five years. It's like a map into the future. And that's why you want to invest in tech. What are the char
15:42 / 16:47
from transcript15:42 – 16:47
...the technology industry has to do something to make this better. Could I though take a step back and give you just a different framing of all of this? Please. I think the big thing that we're debating is actually something we've seen in every other t
45:43 / 46:46
from transcript45:43 – 46:46
...tech. What are the characteristics of these big multi year, now trillion dollar companies?
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from transcript17:15 – 18:17
...tech? Yeah. Well, I'm I'm sure you remember this term fondly, Andy, the consumerization
11:58 / 13:12
from transcript11:58 – 13:12
...Technology is critical to get right. You cannot be in a business where technology is going to disrupt you and technology is going to diminish the value of the servers or the product that you're providing. And, on the other hand, you must be in a busi
41:43 / 43:00
from transcript41:43 – 43:00
...would use something with semiconductor products in it. Yeah. I mean, we're we're gonna see this here in a minute with the personal computer and Apple, but then with the Internet, then with web2.o, then with mobile. Like, you have this tectonic shift,
19:29 / 20:30
from transcript19:29 – 20:30
...biggest tech trend that we're going to see and I showed you the different waves. There's only been a few waves over the last seventy years or so Yeah. Going back to mainframes. And one person made the point that the networking, we needed the PCs. The
3:41 / 4:45
from transcript3:41 – 4:45
...technology shift in the early two thousands when upload download speeds increased. And you got due to fiber optic cables and you got UGC content like YouTube, Facebook, LinkedIn. And then there was, like, the 2007, 2008 wave, which we're all very fam
32:22 / 33:30
from transcript32:22 – 33:30
we could possibly learn, meeting with private companies, public companies, mega caps, chip companies in Taiwan, in The US, software companies, venture capitalists, you name it, to put together the pieces and anticipate that we might not have all the
23:59 / 25:00
from transcript23:59 – 25:00
...product cycles. There was the PC. I mean, obviously, before the PC, there was the semiconductor. But we gotta start somewhere. We'll start with the PC. There's always a infrastructure layer of companies that are building the back end. There's the app
0:44 / 1:50
from transcript0:44 – 1:50
...tech was not the largest segment of the economy. Today it is. So if these old manufacturing guys take six years, but all of tech fires half their team I mean, Marc Benioff, you know, the greatest generation said, listen. I've got 6,000 people in supp
35:14 / 36:15
from transcript35:14 – 36:15
...And I think we're at kind of the beginning stages of one of those kind of fifteen year cycles again. I cast my mind back. You know, the those first generation companies, things like the iPhone was only just arriving. Yeah. The iPad was kind of barely
11:08 / 12:45
from transcript11:08 – 12:45
...technological one. Now your Ubers and YouTubes and Airbnb type approach. Remote and anywhere work, we've already talked about. I think the final one that I think is gonna be a huge force in business supported by digital transformation technology is t
24:02 / 26:19
from transcript24:02 – 26:19
...technology than than the boomers were. Yeah. And they, you know, the sort of Gen x was entering, you know, and boomers and or millennials were kind of entering their consumer prime at the at the time this happened. And then you start having these big
8:18 / 9:23
from transcript8:18 – 9:23
...consumer technology wave. I actually think this one is going to be bag bigger than all of the past waves because, one, the speed of adoption is faster. The market size is just a lot bigger today, and the adoption's faster. ChatGPT went zero to a 100,
33:06 / 34:17
from transcript33:06 – 34:17
...Tech, what's exciting? And let me tee this up in terms of I think tech kind of comes in waves. You know, you have the desktop, and you had client server, then you had SaaS, then you had kind of true open cloud, then we're kind of moving into the AI d
20:49 / 22:04
from transcript20:49 – 22:04
...technology transitions, and this is kinda what, you know, a lot of venture capital is based on, which is, you know, okay. There's a new technology that comes out, and, you know, maybe it's the personal computer or the iPhone or the Internet or or now
1:02:53 / 1:04:04
from transcript1:02:53 – 1:04:04
...reading all of all this kind of data that's out there, whether it be text based or not. And so it to me, it's there's no mistake in at least in my mind that the next ten years, we're gonna see more technological innovation than ever before. Things ar
38:14 / 39:16
from transcript38:14 – 39:16
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