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S-curve

also referred to as: s curve

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 6, 2017 by Jules Maltz · across every show →

Everything said about S-curve, oldest first

Feb 6, 2017
Insight
Maltz: Top companies plan their next S-curve during peak growth
“The best businesses are actually thinking about, even when they're going through that fastest S curve, they're thinking about, what's the next S curve that I can build in the business?”
Jules Maltz Feb 6, 2017 ▶ 20:40 20VC: What Does It Take To Gain A Late Stage Cheque Today? The Fundamental Mistakes CEOs Make In The Scaling Process & The Importance Of Building The Next S Curve For Founders with Jules Maltz, General Partner @ IVP
Jul 1, 2024 bullish
Prediction Not checkable as stated
Matt Clifford: Capital and Talent in AI Labs Will Unlock Next S-Curve
“My, if I had to bet, my bet is that the enormous amount of capital and talent That has been aggregated, you know, around this relatively small number of companies because of the hype will be enough to unlock the next S-curve, and so you'll see, you know, kind …”
Matt Clifford Jul 1, 2024 ▶ 11:09 Matt Clifford: The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities | E1172 · 20VC with Harry Stebbings
Apr 25, 2026
Insight
Masad: Focusing on cost signals a technology has reached an S-curve plateau
“Cost question is secondary to the performance question. When you focus on cost is when you reach a certain asymptotic plateau in the S-curve.”
Amjad Masad Apr 25, 2026 ▶ 0:12 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
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