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platform shift

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Mar 13, 2017 by Pat Grady · across every show →

Everything said about platform shift, oldest first

Mar 13, 2017 neutral
Prediction Not checkable as stated
Grady: Big Tech will be the biggest beneficiary of the next platform shift
“In the next platform shift, that will also be true. The biggest beneficiary is likely to be Google or Facebook or Apple or Amazon.”
Pat Grady Mar 13, 2017 ▶ 14:16 20VC: Sequoia Partner, Pat Grady on Why Data Is The New Oil, Why We Will See The Return of The Apprenticeship Model in VC & The Defining Characteristics of The Next Generation of Great Software
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
Jun 5, 2025 neutral
Insight
O'Driscoll: Every company's market share is up for grabs during platform shifts
“Every company's market share is up for grabs when there's a platform shift.”
Rory O'Driscoll Jun 5, 2025 ▶ 1:03:50 Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
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