Opinion certainty 3/5 debate potential 3/5

Tech is in the second act of cloud and mobile, not waiting

Glenn Solomon · 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital · May 29, 2018 · at 7:02

Glenn Solomon, Managing Partner at GGV Capital, responds to investor Elad Gil's perspective on paradigm shift cycles in technology.

0:00 / 0:10exact quote · 10.8s
720p mp4 · rendered on demand · StarZero watermark
“Where I disagree with Elad is I think we're already in a very important second act of the paradigm shifts around cloud and mobile, and so I disagree that we're waiting for anything.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Glenn Solomon

Opinion
Tencent's WeChat is likely the world's most valuable digital asset
“Tencent's WeChat was created on mobile, and it's probably the most valuable digital asset in the world today.”
Glenn Solomon May 29, 2018 ▶ 6:06 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Opinion
Silicon Valley-centric VCs miss the global tech interplay with China
“These are global trends and really for the first time are flattening technology markets so that the interplay between China and the U.S. Where we're focused and other markets as well is as vibrant as it's ever been, and that's where I think some of the folks W…”
Glenn Solomon May 29, 2018 ▶ 7:27 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Opinion
Using valuation as a reason to pass on deals is a crutch
“I think it's a crutch to use valuation as a reason to walk from deals.”
Glenn Solomon May 29, 2018 ▶ 11:56 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Assertion Supported
Silicon Valley is losing its primacy as the hub for tech startups
“Silicon Valley is, losing its primacy for startups. You're seeing great startups getting going in lots of regions throughout the U S and throughout the world.”
Glenn Solomon May 29, 2018 ▶ 12:39 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Opinion
China is no longer a copycat market but a genuine innovation leader
“I think the smart entrepreneur now realizes that China's not a copycat market anymore, that real innovation is happening there, and they just want to learn.”
Glenn Solomon May 29, 2018 ▶ 18:10 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Insight
Chinese tech giants prioritize early investment in breakout startups over copying them
“What I see happening more recently is not that those companies are copycatting and trying to kill startups. They're trying to identify the startups that have breakout potential and get money into them and invest in them as soon as possible.”
Glenn Solomon May 29, 2018 ▶ 19:38 20VC: Lessons From Slack and Opendoor on Price Sensitivity, Why The Best CEOs Are Able To Manage Momentum and Why Being A Board Member is a "Full Contact Sport" with Glenn Solomon, Managing Partner @ GGV Capital
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.