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13 results for “technological cycles”
Even though it's sometimes a little bit more secular than cyclical, there is a cyclical nature to it. But each sell off has been followed by a major innovation cycle. So after '92, '94 was the PC and the Internet cycle that drove into '99. '99 crash
48:46 / 49:51
from transcript48:46 – 49:51
...Tech has outperformed for the last fifty years. And every seven to ten years, there's a significant sell off in tech. And tech generally does the worst. It's the most volatile. Even though it's sometimes a little bit more secular than cyclical, there
45:41 / 46:45
from transcript45:41 – 46:45
Steve Jobs fixed all that with a $200 phone, a touch screen monitor that your grandmother or child could use, and then he connected it to the three g network. And so all those barriers were immediately removed and then you hit that mainstream takeoff
17:15 / 18:17
from transcript17:15 – 18:17
visualize and talk about this trend in a little bit of a different way than than it's normally talked about. So, the the number of transistors on a chip, we all know this, tends to double every eighteen to twenty four months. And with some quick comp
9:00 / 10:16
from transcript9:00 – 10:16
The to go against that, in other words. The directional hour of progress is toward more and more energy density per unit of raw material. So that to me felt like there was an inevitability of that directional arrow. Solid state lighting to go from a
26:11 / 27:26
from transcript26:11 – 27:26
...cycles all the time, every super cycle kind of builds on the last one. So if you think about going back to semiconductors, the mainframe competing to personal competing, the Internet, you know, obviously mobile cloud. Well, everything kind of led up
38:14 / 39:16
from transcript38:14 – 39:16
Well, you guys have done it really well. You know, when you have somebody like a Maddie on your pod and then you've got a lesser known founder with a sub smaller scale company, you know, it's sort of the the collective presence that you and Maddie an
4:58 / 6:32
from transcript4:58 – 6:32
...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
phone, a touch screen monitor that your grandmother or child could use, and then he connected it to the three g network. And so all those barriers were immediately removed and then you hit that mainstream takeoff phase, that inflection where you go f
15:42 / 16:47
from transcript15:42 – 16:47
Once upon a time, these were actually the size of the smallest dimension on the surface of a chip. That's no longer exactly the case. They're slightly marketing terms. But the facts of the matter is that there is still this process of squeezing more
24:45 / 25:53
from transcript24:45 – 25:53
There's a lot of reasons for that. You know, one of it is just the size of tech is so much larger than it ever was before. You know, we I think for a long time, tech was the, the dog chasing the car, and now we are the car or something. We've really
5:59 / 7:01
from transcript5:59 – 7:01
That could be the fundamental dynamo of this perpetual sense of accelerating change that were that, like, every year feel like, oh my god. We've been so much more than the prior year. Lately, we noticed it year to year. But throughout most of human h
35:56 / 37:03
from transcript35:56 – 37:03
“Why consumer tech now beats military gear in innovation speed”
they think, like, the military has, like, special gear, and it's got its own kind of supply chain. And often, the military supply chain is often just a subset of the consumer supply chain because you
4:14 / 5:04
market insight4:14 – 5:04
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