mobile

10 statements across 10 episodes · 8 bullish · 1 bearish · 10 people on the record · first statement Jun 18, 2015 by Alan Chiu · across every show →

Everything said about mobile, oldest first

Jun 18, 2015 bullish
Prediction Not checkable as stated
Chiu: Long-haul transportation is the next industry ripe for tech disruption
“Long-haul transportation. Because there are a lot of inefficiencies, technology hasn't really deeply penetrated that industry, but with the combination of connected devices and mobile, I think the time is right.”
Alan Chiu Jun 18, 2015 ▶ 18:51 20 VC 046: How VCs Evaluate Investment Opportunities with Alan Chiu, Partner @ XSeed Capital
Feb 3, 2016
Assertion Not checkable as stated
Prominent VCs warned Eniac founders in 2010 that mobile was too niche
“A lot of the VCs that we had worked with as entrepreneurs who are Very well-respected VCs and continue to be very well-respected and nothing against them, but a lot of them told us that, you know, it was too niche, that we needed to be broader.”
Hadley Harris Feb 3, 2016 ▶ 4:22 20VC: The Evolution Of Mobile & The Importance Of Follow On Funding with Hadley Harris @ Eniac Ventures
Jul 26, 2019 bullish
Prediction Not checkable as stated
Norgard: Incoming wave of crypto will transform mobile landscape
“Now, some of the biggest opportunities in mobile have probably been picked over, but right now, just wait, this whole wave of crypto that's coming is going to change the game yet again.”
Brian Norgard Jul 26, 2019 ▶ 30:38 20VC: Former Tinder CPO Brian Norgard on His Biggest Product Takeaways from Launching the Top Grossing App in the World, The Top 10 Reasons Why Products Fail Today & How The Best Founders Assess Risk and Use It
Sep 6, 2019 bullish
Opinion
Alex Wang: AI is underhyped and will rival the internet's impact
“So I actually have this belief that AI is either appropriately hyped or even maybe a bit under hyped in terms of its total impact. I think that it really is, if you were to think about technology in terms of these giant waves, I think there's the internet, the…”
Alex Wang Sep 6, 2019 ▶ 7:44 20VC: Scale Founder Alex Wang on How To Hire Incredible Talent Before You Are A Hot Company, Why Beating Competition Is Not As Clear Cut As Investors Believe & Why AI Is Under-Hyped Today In Terms of Total Impact
Feb 22, 2021 positive
Insight
Todd McKinnon: Platform shifts offer the best opportunities to build new companies
“And whenever there's a platform shift in terms of how applications are built and how services are delivered, whether it's PCs or mobile or in this case, the cloud, there's a big opportunity to build new companies, or at least you have the best opportunity to b…”
Todd McKinnon Feb 22, 2021 ▶ 3:52 20VC: Okta CEO Todd McKinnon on How To Approach Effective Decision-Making in Leadership, When Is The Right Time To Hire Recruiters and Heads of People, Balancing the Expectations of Wall St with Long Term Vision and What Truly Successful Board Management
Sep 18, 2023 negative
Opinion
Grimshaw: Unlike AI, mobile was merely a UX shift with identical architecture
“And in that way, I think it will be very different to mobile, which was mostly another UX but the same architecture, the same business models.”
Miles Grimshaw Sep 18, 2023 ▶ 1:08:06 Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
Sep 22, 2023 positive
Opinion
Kleinerman: AI is on the same scale as mobile and the internet
“I think it's comparable. I think it's on the scale of the internet. I think it's on the scale of mobile.”
Christian Kleinerman Sep 22, 2023 ▶ 6:21 Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
Nov 22, 2023 bullish
Prediction Not checkable as stated
Seibert: AI adoption will happen radically faster than previous tech waves
“And so I actually think the adoption curve here will be radically faster and industries will be disrupted probably way quicker than prior tech waves just because of the barriers are so low.”
Jeff Seibert Nov 22, 2023 ▶ 33:59 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Oct 7, 2024 bullish
Prediction Not checkable as stated
Eiso Kant: Current AI era sets foundational table like mobile and internet
“We're going to look back on this moment 10 years from now, just like we would look back to the moment of mobile, internet, and realize that that was the moment where the table got set.”
Eiso Kant Oct 7, 2024 ▶ 0:03 Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Apr 14, 2025 bullish
Opinion
Lazarte: AI market shift is much bigger than mobile
“I think the reality is, AI is a big shift. I think AI is much bigger than mobile. Maybe, like, all the other magnitude of the internet.”
Victor Lazarte Apr 14, 2025 ▶ 36:54 Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
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