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15 results for “technology waves”
Concept5 mentions across episodes
technology
Topic3 mentions across episodes
technology
...new technology trend, it's sort of there's this idea of a power curve. It starts as a toy almost or something that doesn't really work or captures the lower end of the market. But as it sort of evolves, it goes up the power curve and eventually disru
30:46 / 31:49
from transcript30:46 – 31:49
I mean, there are three or four, what I call weapons of mass disruption in our industry, especially on the infrastructure side. Yeah. One is if you introduce a new it's a piece of software that introduces a new abstraction. Right? Yeah. Yeah. Yeah. O
2:57 / 4:05
from transcript2:57 – 4:05
way to move money around. So that's actually one that we're very much focused on now. You started the firm right before the financial crisis, and a couple years ago, had another big sell off in the tech space. I'm curious how you've navigated the vol
45:41 / 46:45
from transcript45:41 – 46:45
...a technology and product shift and also a business model shift at the same time. There's really one I think of the business models as, like, a spectrum. And I'm talking about, like, enterprise, like b to b, just to keep it simple. But the spectrum is
10:28 / 11:32
from transcript10:28 – 11:32
...technology during the Sass era was just slow. It's just like, let's just keep building out the Internet. And that was kind of Sass era, right? And so the difference with AI is the velocity of change is so high that what normally would have taken a de
38:13 / 39:16
from transcript38:13 – 39:16
...multiple waves. It feels like it's hard to make a wave, like you can't do that. But once they happen, you can ride them and capitalize on it and we're clearly seeing one right now with AI. So it seems to me like a great opportunity for Cisco again to
5:14 / 6:16
from transcript5:14 – 6:16
there's just been so much innovation in such a compressed period of time that that's the reason things are turning over and things that normally would have taken a decade are happening in a year or two. And that's why we're seeing these displacement
38:59 / 40:02
from transcript38:59 – 40:02
...is, consumer waves typically come after new technology shifts. There was the technology shift of the browser in 1994. We got Amazon, eBay, Netflix. There was the technology shift in the early two thousands when upload download speeds increased. And y
32:22 / 33:30
from transcript32:22 – 33:30
be more amenable to to to, as as you mentioned, to generation, by AI systems and maybe, for example, game engine design or something like this or back end designers or guiding systems in high performance situations, high performance programming type
1:51:45 / 1:52:58
from transcript1:51:45 – 1:52:58
...new technology. We can make more with less. Therefore, everyone gets access to more things for the same price or the cost of things that they consume come down by a certain price. But there may be a situation now where the ability to make stuff excee
15:45 / 16:45
from transcript15:45 – 16:45
...a huge technology trend because then on that, it was hugely disruptive. But but this time, it feels like it is an obvious supercharge
31:28 / 32:30
from transcript31:28 – 32:30
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
...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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