hardware

9 statements across 8 episodes · 6 bullish · 1 bearish · 6 people on the record · first statement Jan 2, 2019 by Steven Sinofsky · across every show →

Everything said about hardware, oldest first

Jan 2, 2019 positive
Insight
Sinofsky: Hardware differentiation is sustainable for only ten minutes
“You might think you could pick a special part, like, you could pick the best four K camera available, and think that that will be sustainable, but it'll be sustainable for, like, 10 minutes. Because that, that camera will be everywhere, or the capabilities in …”
Steven Sinofsky Jan 2, 2019 ▶ 8:26 a16z Podcast | Software is What Distinguishes the Hardware Winners
Jan 2, 2019 positive
Insight
Fei-Fei Li: AI's Moment Is Driven by ML Algorithms, Big Data, and Hardware
“So the convergence of, I'd say mathematical foundations and statistical machine learning tools, the big data and the hardware is created this historical moment of AI.”
Fei-Fei Li Jan 2, 2019 ▶ 2:12 a16z Podcast | When Humanity Meets A.I.
Feb 26, 2019 negative
Insight
Younis: Silicon Valley companies stray outside their competence attempting hardware manufacturing
“Where Silicon Valley, I think, strays is when we start doing things which, frankly speaking, are outside this very small circle of software, and I get a little nervous when, you know, companies are doing a lot of hardware because there are other hardware cente…”
Qasar Younis Feb 26, 2019 ▶ 30:44 a16z Podcast | Capitalizing on an Autonomous Vehicle Future
Apr 6, 2023 positive
Insight
Pei: Seeing real-world hardware adoption brings satisfaction software cannot replicate
“I also think it's really rewarding when you see somebody out in the wild wearing your product or using your product, you know, that kind of satisfaction I think is hard to get if you're just building an app or software.”
Carl Pei Apr 6, 2023 ▶ 37:49 Building Hardware and Taking on the Phone Giants with Carl Pei
Apr 6, 2023 positive
Prediction Not checkable as stated
Pei predicts next habit-changing technology will merge hardware, software, and AI
“So I think the next product that has the, opportunity to change our habits. I don't know exactly what the product is, but I think it's most likely in the intersection of hardware, software, and AI.”
Carl Pei Apr 6, 2023 ▶ 33:46 Building Hardware and Taking on the Phone Giants with Carl Pei
Dec 24, 2023 positive
Insight
Hardware acts as a Trojan horse in software-resistant markets
“In categories that are really resistant to adopting software, oftentimes hardware is a great Trojan horse where you can sell that the customer base is used to purchasing some form of hardware. And then from there, you're able to layer in software capabilities …”
Grant Gregory Dec 24, 2023 ▶ 21:04 Big Ideas 2024: A New Age of Maritime Exploration with Grant Gregory
Jun 18, 2025 neutral
Assertion Not checkable as stated
Sinofsky: iPad and Mac hardware are fundamentally identical
“The iPad is a Mac. The Mac is an iPad in terms of the hardware.”
Steven Sinofsky Jun 18, 2025 ▶ 3:53 Former Microsoft Executive on Apple’s Hidden China Problem
Dec 8, 2025
Insight
Rao: The boundary between hardware and software is an arbitrary choice
“Software and hardware is, is not really a natural boundary. It's just where we decide to draw the line and say, okay, this is something I make configurable or I don't.”
Naveen Rao Dec 8, 2025 ▶ 3:00 The Chip That Could Unlock AGI.
Jul 21, 2026 positive
Assertion Not checkable as stated
Younis: Robotics hardware is already fast and accurate enough for chores
“When you decouple models from just the hardware can do it now. That used to be a constraint. So the hardware is very fast and accurate now, which was actually.”
Qasar Younis Jul 21, 2026 ▶ 1:10:54 Why Physical AI Is the Next Frontier | The a16z Show
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