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technology companies

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Dec 30, 2019 by Rob Salvagno · across every show →

Everything said about technology companies, oldest first

Dec 30, 2019 neutral
Assertion Supported
Private equity firms are paying unprecedented multiples for tech acquisitions
“We are seeing PE firms get more and more involved in technology companies that had profiles that they normally wouldn't go after, and because of the sheer amount of capital that's out there, being willing to pay multiples and valuations that also are unprecede…”
Rob Salvagno Dec 30, 2019 ▶ 22:43 20VC: Inside The Acquisition Decision-Making Process at Cisco, How To Measure True Success in M&A Evaluation & Why By Not Speaking To Corp Dev Teams You Are Closing The Door On The Biggest Potential Accelerator To Your Business with Rob Salvagno, VP of Co
Oct 16, 2020 bullish
Prediction Not checkable as stated
Spike Lipkin predicts the next tech era will be defined by services
“If the last phase of technology was characterized by companies selling technology, I think the next phase will be characterized by technology companies selling services.”
Spike Lipkin Oct 16, 2020 ▶ 20:45 20VC: How To Determine The Risks To Take vs To Pass On, Should Founders Meet Investors When Not Raising & The Most Important Non-Obvious Role of the CEO with Spike Lipkin, Founder & CEO @ Newfront Insurance
Sep 30, 2021 negative
Insight
Rabois: Cash is not a competitive moat for technology startups
“I don't really believe cash is a moat generally across technology companies. I think cash follows progress, not really predicates it.”
Keith Rabois Sep 30, 2021 ▶ 25:07 20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
Oct 21, 2024 bullish
Prediction Open · timeframe Oct 2034
Hamid: Tech sector will gain $10 trillion in annual spend within decade
“So, 10 trillion of annual spend will get created for technology companies over the next decade.”
Mamoon Hamid Oct 21, 2024 ▶ 18:56 Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
Jun 22, 2026
Insight
Nikesh Arora: Missing three technology transitions renders a company obsolete
“In technology, you miss one trick, you can survive. You miss two tricks, you're partly impaled. You miss three tricks, you could be obsolete.”
Nikesh Arora Jun 22, 2026 ▶ 52:40 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
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