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20 results for “technology cycles”
Concept5 mentions across episodes
technology
Topic3 mentions across episodes
technology
...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
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
...half life of technology intimacy was fifty years ago. This is all about the way that we interact with our machines and vice versa. Fifty years ago, you had a giant Eniac computer that was like multiple refrigerators. And the way you interacted with i
26:11 / 27:26
from transcript26:11 – 27:26
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
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
The creator economy, I think this is, you know, kind of insecting consumer tech and and AI. Social media platforms, we haven't seen really any new social media platforms in the last few years. Is AI going to change that? These AI wrappers, you know,
15:43 / 17:09
from transcript15:43 – 17:09
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
...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
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
...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
...cycles that go with that. Diagnostics and management systems, I would say that falls more into the new growth category. And if you think about the complexity of new cars, a 2025 Tesla is really different than your 2012 Honda Civic or what have you. I
24:47 / 25:51
from transcript24:47 – 25:51
...technology. Within about ten years, they catch up, and then they start to exceed everybody else. So as they push manufacturing process technology forward, they're manufacturing better chips with smaller wave you know, process lengths. They're enablin
1:18:45 / 1:19:52
from transcript1:18:45 – 1:19:52
...of technology with other semiconductor companies, there were 22 companies that were at the leading edge. I think it was, like, I don't know, let's call it a 150 nanometer process or something like that at that point in time. '22 and TSMC finally brok
1:21:45 / 1:22:47
from transcript1:21:45 – 1:22:47
...forward, they're manufacturing better chips with smaller wave, you know, process lengths. They're enabling their customers, which are the fabless companies to get better and better performance. As they get better performance, the fabless companies ca
1:21:00 / 1:22:19
from transcript1:21:00 – 1:22:19
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
So in terms of pinpointing single things, there's lots of single things you could point to, but, essentially, it's the whole of computing progress. Anything that's happening at the leading edge needs advanced manufacturing, needs photolithography to
25:27 / 26:31
from transcript25:27 – 26:31
...drive growth. And at the top of the chart here is the Nasdaq from 1977 to the present. It goes up sometimes. It goes down sometimes. Over the long run, it has gone up, but there have been some very scary down points. So there really there have been f
0:01 / 1:29
from transcript0:01 – 1:29
...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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