tech sector

8 statements across 8 episodes · 4 bullish · 3 bearish · 8 people on the record · first statement Jun 4, 2015 by James Altucher · across every show →

Everything said about tech sector, oldest first

Jun 4, 2015 bullish
Opinion
Altucher in 2015: Tech is not a bubble; utility drives valuations
“A bubble is when the only reason something is higher today is because it was higher yesterday, right? It's pure, it's purely a price-driven phenomenon. Right now, we're buying these things because we think everybody in the world is going to use them. And becau…”
James Altucher Jun 4, 2015 ▶ 25:58 James Altucher: Ideas, Investing and Entrepreneurs
Nov 2, 2018 negative
Insight
Quantitative VC models lack historical training data for early tech
“There weren't a thousand other examples where there's enough training data to train models to understand what success looks like. There might be two or four. That's a reason why I really struggle to understand how this could be successful in tech, but in other…”
Ryan Caldbeck Nov 2, 2018 ▶ 12:07 20VC: Ryan Caldbeck on Why The Business Model of VC is Broken, Who is To Blame, How The Best Funds Will Use Data Intelligently Moving Forward & Whether We Are In A Consumer Bubble Or Not?
Apr 29, 2019 negative
Opinion
Smith: Software engineers are underpaid because salaries haven't adjusted to demand
“Everyone knows this is a super tight market, and in that type of world, you have to think there's gotta be some more regulatory mechanism here to balance things out. And really just, I think means that price has not risen enough to drive enough of the supply. …”
Sarah Smith Apr 29, 2019 ▶ 21:02 20VC: Why Lead Lime's Series D Funding Round, Why Engineers Are Underpaid & Why 74% of US Venture Firms Still Do Not Have Female GPs
Sep 20, 2021 negative
Prediction Not checkable as stated
Hans Tung: Tech will face regulation because its benefits are unprecedentedly concentrated
“You will see regulation. You will see some pushback because tech does not benefit all. It does not benefit all. It is more concentrated than almost any form of innovation we have seen before, so that needs to be dealt with.”
Hans Tung Sep 20, 2021 ▶ 35:54 20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
May 24, 2022 bullish
Opinion
Zeev: The 2022 tech downturn is not comparable to 2000 or 2008
“If that, if there was a healthy business before, it's the healthy business now. So I don't equate the current crisis to those two big ones.”
Oren Zeev May 24, 2022 ▶ 3:23 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
Jul 21, 2023 positive
Insight
Extra Work Makes Promotions Easier as Tech Norms Shift to 40 Hours
“It is much easier for you to get a promo. It is much easier for you to look good if you're willing to do those things, because the average now is, is truly going into this like, you know, 40 hour week kind of thing.”
Jean-Denis Greze Jul 21, 2023 ▶ 28:46 Jean-Denis Greze: CTO of Plaid, the $18B Fintech Startup; How to Hire, Fire & Build Great UX | E1038 · 20VC with Harry Stebbings
Sep 29, 2025 positive
Assertion Not checkable as stated
Ross: The tech talent war is more aggressive than ever in history
“It's definitely much more aggressive than it's ever been in history but only in tech.”
Jonathan Ross Sep 29, 2025 ▶ 1:04:31 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
Dec 22, 2025 neutral
Prediction Not checkable as stated
O'Driscoll: Tech will face AI backlash as CEOs blame it for layoffs
“I think actually we could end up in the weird quadrant of it's not as impactful in the short term as we think, but because we've confessed to the crime, we're going to take the heat when generalize, because every, every CEO, as you pointed out earlier, can go,…”
Rory O'Driscoll Dec 22, 2025 ▶ 1:12:10 Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
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