Prediction Not checkable as stated
Artificial superintelligence is still 20 to 30 years away
“I think their entire, you know, there's a field of futurists who should do that, but I do think we're 2030 years away from that, and when we get there, I hope we will put the right parameters in place to make the right decisions.”
Opinion
Barriers to overcoming big tech data incumbencies are surprisingly low
“I do think that there are big data incumbencies, and I do think that they require, if you will, they're a challenge to overcome I do think that the barriers to overcome them are not so high. As previously mentioned, the incumbents oftentimes get in their own w…”
Opinion
The social and mobile technological revolution is completely over
“Then we see the social mobile wave, and that disruption, or that wave, in our view, the revolution is complete. There will be, there is evolutionary or incremental you know, improvements in nature, and we'll see new products, but from a transformational point …”
Prediction Not checkable as stated
The AI adoption cycle will be twice as fast as mobile
“We think that AI, the AI wave has already, in fact, begun. We're probably three, four years into it, and we expect that, as in prior waves, the adoption cycle for AI-powered products and platforms will be shorter. From the web to the social mobile, we saw adop…”
Insight
Startups create and win new categories, not legacy incumbents
“Again, I am a believer that it's startups or new entrants that create new categories rather than the legacy auto, you know, manufacturers that win.”
Prediction Partly held up
Consumer robotics will take off with Jibo as the category leader
“I have a portfolio company in the interest of full disclosure called Jibo in the social robotics space that I seated a while ago, and I think that in, that the whole area and category of consumer robotics it's about to take off, and I clearly believe that Jibo…”
Insight
Large incumbent tech companies rarely succeed at self-disruption
“Well, behemoths and dinosaurs die slowly, so the ability for a large company to disrupt oneself is quite difficult. If they succeed in doing it, it's usually the exception, and I'm often hard-pressed to find such exceptions.”
Insight
Pervasive connectivity and cheap cloud storage enable applied AI
“What has transformed or what has changed the market timing for adoption is this emergence of what we at Glasswing call pervasive connectivity and the inputs and outputs to it. So by pervasive connectivity, we're really referring to the notion that consumers an…”
Prediction Not checkable as stated
Future data ownership will be a hybrid favoring consumer control
“I think reality will be that data will remain proprietary to a certain extent. You know, you have entire ecosystems around Google and Uber and Facebook where they're effectively AI companies leveraging the large data sets, but you'll also see this push from co…”
Insight
AI cannot replace human execution in building a successful startup
“There is no artificial intelligence that replaces human execution.”
Prediction Not checkable as stated
AI will disrupt every enterprise department from IT to cybersecurity
“The applications for that is effectively disrupting every facet of the enterprise from IT to, you know, the departments from sales technologies, marketing tech, cybersecurity every single facet all of a sudden is ripe for disruption because of AI powered techn…”
Prediction Not checkable as stated
AI startups will mostly stick to standard SaaS monetization models
“In my view, it's to a lesser extent about innovating around the business model, although it doesn't preclude you from doing so. So I could very much see a sales tech, a next generation sales tech company that is AI powered, but it's still a SaaS monetization m…”
Prediction Not checkable as stated
Self-driving cars will see major market penetration in 5 to 10 years
“I think in the next five to 10 years, we'll probably see quite a bit more penetration of Self-driving cars, and again, I hope for, since becoming a parent, apparently the whole world revolves around my child, who knew, but I think, I suspect that by the time s…”
Prediction Not checkable as stated
The autonomous vehicle market will have a winners-take-most dynamic
“I suspect that it will be winners take most, not a winner take all.”
Insight
AI's fundamental distinction is continuously self-improving software
“No, I think that's only a facet. I think the fundamental difference is about having a software that it's effectively to have systems that continuously self-improve. That, that is transformational.”
