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20 results for “technology cycles”
Concept5 mentions across episodes
technology
Topic3 mentions across episodes
technology
...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
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
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
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 technology changing to the business models changing. And I think, again, we're seeing a little bit of that today as well. Right? I think I'll say one last thing here. Yeah. I remember I think it was was, you know, Anil Bushiri who worked for at a
11:58 / 13:12
from transcript11:58 – 13:12
Many of them happened to be people of color. And guess what? He hit all of his DEI stats overnight in two weeks. So that I think is also gonna be a driver for a lot of companies who are looking to build more diverse cultures and be more inclusive. It
20:49 / 22:04
from transcript20:49 – 22:04
...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
that's how everybody thinks first of all. So it's never priced in. Yeah. Everybody's worried that it's all the time the peak and Yeah. Yet despite that, things tend to work out. I think today we've learned from these founders and stuff like that that
3:41 / 4:45
from transcript3:41 – 4:45
...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
...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
This doesn't necessarily mean that product is doomed or that the company is going to be under assault, but it does mean that the basis of competition may change and there's more opportunity for that business if they can get ahead. I mean, every busin
14:15 / 15:18
from transcript14:15 – 15:18
And so a lot of the early investments were right in the cusp of cloud. And, like, for example, my company, like, the cloud was out there, but it wasn't sufficiently deployed. You could use it as a core thesis. And a lot of the early investments were
14:54 / 15:59
from transcript14:54 – 15:59
...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
It was also the time that I would say the tech industry fundamentally changed from primarily building tools to actually going like directly in the industry. So we call it full stack companies. And so I think the reason the generalist model worked wel
13:26 / 14:31
from transcript13:26 – 14:31
we're starting to see I think the iPhone four came out. We're starting to see a ton of different OEMs making Android phones. You're moving into this era where everyone's looking at each other going, oh, this might actually be the next computing parad
1:35:12 / 1:36:15
from transcript1:35:12 – 1:36:15
...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 100,000,000 u
33:53 / 34:59
from transcript33:53 – 34:59
...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
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