market

also referred to as: markets · the market

10 statements across 10 episodes · 3 bullish · 1 bearish · 9 people on the record · first statement Mar 10, 2018 by Martin Casado · across every show →

Everything said about market, oldest first

Mar 10, 2018 positive
Insight
Casado: Industry disaggregation typically expands total market size by 10x
“Every time you have a disaggregation, the market tends to grow by, say, a factor of 10.”
Martin Casado Mar 10, 2018 ▶ 7:31 The World Through an API
Jan 2, 2019
Insight
Rao: Two-year release cycles risk delivering obsolete enterprise software
“Ultimately, even in the enterprise world, markets are changing very quickly, and so if you're taking two years to get something out, the markets have probably changed in those two years.”
Kartik Rao Jan 2, 2019 ▶ 5:30 a16z Podcast | Harnessing the DevOps Movement -- Don’t Go Chasing Waterfalls
Jan 2, 2019
Insight
Christensen: Market gravity is shifting toward modular architectures
“Modularity enables new products to be developed so much faster. The gravity is shifting over to markets that are optimized by modular architectures.”
Clayton Christensen Jan 2, 2019 ▶ 15:28 a16z Podcast | Competing Against Luck
Jan 9, 2020 positive
Insight
Ulevitch: Software market is shifting toward tools empowering users' highest potential
“I think we're in a major transition in the market where people want software that really appeals to their highest and best use, and not just like the lowest common denominator.”
David Ulevitch Jan 9, 2020 ▶ 7:34 We Don't All Need to Learn to Code
Nov 16, 2022
Insight
Balaji: Collective coordination occurs through democracy, markets, or harmony
“There's at least three different ways of thinking about many becoming one. There is let's call it there's democracy, right, which is an aggregation, an election. Many become one because you all vote and then the decision and it goes out. There's markets where …”
Balaji Srinivasan Nov 16, 2022 ▶ 54:46 The Network State with Balaji Srinivasan
Aug 3, 2023 positive
Opinion
Julia Collins: Agriculture is a technology despite market valuation
“Agriculture can be a technology. Although the market doesn't always value it as such. Yes. It is technology.”
Julia Collins Aug 3, 2023 ▶ 12:19 Comfort Food, Climate, and the Future of Our Plates
Sep 21, 2023
Assertion Not checkable as stated
Schiltz: Rapid tech compensation inflation forced annual salary range shifts pre-2022
“Never in a million years did I think that we would see how the market was increasing as it was pre twenty-twenty-two, half of 20, like, second half of twenty-twenty-two. You never had to move your ranges. Right. Your midpoint might move, but we were in a set, …”
Shannon Schiltz Sep 21, 2023 ▶ 14:33 The Truth Behind Salary Transparency
Jul 28, 2025 bearish
Prediction Not checkable as stated
Balaji Srinivasan: AI applications in markets and politics will fail
“And what I think AI is particularly bad at, that people are trying to make, trying to use it for, that they're going to fail on, in my view, is when they try to use it for markets or politics.”
Balaji Srinivasan Jul 28, 2025 ▶ 37:15 Balaji Srinivasan: How AI Will Change Politics, War, and Money
Aug 6, 2025
Insight
Patel: Market Opportunity Always Trumps Team Quality in Startups
“Number three is Team. And oftentimes people will say, well, this team trump market. I actually think market always trumps team.”
Jeetu Patel Aug 6, 2025 ▶ 41:44 From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption
May 12, 2026
Insight
Blankfein: Staying understated creates severe risks for influential market players
“I think there's no, you know, being modest and understated carries a lot of disadvantages. And I think you have to explain the role you Are in the market, so that there's some appreciation of what you do.”
Lloyd Blankfein May 12, 2026 ▶ 59:44 Goldman Sachs Chairman on Why Finance Adopts AI Differently | a16z
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