Industry

topic on 23 shows · 50 statements across 47 episodes

Founders More or Less Startups For the Rest of Us American Optimist BigDeal Latent Space the Neon Show No Priors the Startup Ideas Podcast WTF is with Nikhil Kamath Invest Like the Best Sourcery Capital Allocators Catalyst the Green Blueprint Top Founders the MAD Podcast How I Built This the a16z Podcast Big Technology All-In 20VC David Senra

50 statements about Industry, every show

CATALYST Insight
Janous: Data center industry fails by fighting emotional backlash with facts
“I think the industry has tried to attack this with facts. And really miss the emotional resonance of, like, people just aren't happy about this stuff right now.”
Brian Janous Sep 3, 2026 ▶ 11:23 What comes after the data center backlash?
NO PRIORS Prediction Not checkable as stated
Guo: AI Industry Will Consume All Available Compute and Power
“I think we are going to, like, as an industry consume all of the compute and power available. Whatever the underlying architectures.”
Sarah Guo Aug 6, 2026 ▶ 33:13 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
CATALYST Prediction Held up
Hawkins: Most Data Centers Are Moving to Closed-Loop Cooling
“Frankly, most of the industry is going that way.”
Raymond Hawkins Aug 6, 2026 ▶ 31:31 The electrician shortage slowing the AI boom
LATENT SPACE Assertion Not checkable as stated
Wang: Academic researchers have unique access to restricted healthcare datasets
“By being a professor in academic, we also have access to lots of healthcare data sets, which are very hard for industry to access due to many illegal reasons or regulatory reasons.”
Bo Wang Jul 21, 2026 ▶ 1:16:27 🔬Causal Models Need Causal Data - Xaira’s X-Cell model (Bo Wang & Ci Chu)
Chu: Academia drives accidental discovery while industry excels at scaling data
“These innovations take so long and the discovery process can be so accidental, right, that It's perhaps not ideal for pure industry to take on, but once they show early promise, scaling them, and robustifying them, and generating data that's not only massive, …”
Ci Chu Jul 21, 2026 ▶ 1:17:57 🔬Causal Models Need Causal Data - Xaira’s X-Cell model (Bo Wang & Ci Chu)
DAVID SENRA Assertion Contradicted
Glyman: Ramp Was First to Unify Corporate Cards and Expense Systems
“It's part of why we're the first in the industry to go look at expenses and say, like, why are there two systems involved in buying every single thing you do?”
Eric Glyman Jul 12, 2026 ▶ 6:04 The $44 Billion Company Automating Your Company's Finances
NO PRIORS Insight
Nadella: Hyperscalers will lose permission to build data centers without community benefits
“Unless we as an industry are very principled about ensuring That the benefits of all the stuff we're talking about are felt in real ways at the community level... Then we will have permission. If it is not, we won't have permission.”
Satya Nadella Jun 4, 2026 ▶ 35:13 We Need An Ecosystem in AI, And Every Company Can Win A Place In It
Plouffe: Tech industry's 'beat China' AI argument is laughable to voters
“But with voters, that dog does not hunt. They're not going to say I'm willing to lose my job and I'm willing to have my kid never really have gainful employment. I'm willing to pay higher energy prices so that China doesn't win. And so I think those in the ind…”
David Plouffe May 22, 2026 ▶ 4:26 How AI Changes Society, And Society Changes AI — With Obama Campaign Manager David Plouffe
Founders should target lucrative industries characterized by low-talent competition
“I think if you want to be successful, you can go look at every single industry and you can say, okay, who is the dumbest people and what makes the most money? And if you go like attack that area, Probably pretty good space.”
William Hockey Mar 17, 2026 ▶ 1:11:12 How to bet on yourself (without venture capital) · Invest Like The Best
Ranjan Roy: Data center rollout is the AI industry's worst PR problem
“The whole data center rollout and planning is probably the single worst yeah, like, part of this whole debate for the industry.”
Ranjan Roy Mar 16, 2026 ▶ 29:11 AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
Lütke: Very few industry teams can advance through subtraction
“Very few teams can move forward by subtraction. That is like, does not exist in industry usually. Very, very, very rare.”
Tobi Lütke Jan 18, 2026 ▶ 50:13 Tobi Lütke: 21 Years of Building Shopify
SOURCERY Opinion
Senra: Podcasting is an industry full of second-rate talent
“This is a market, an industry full of second rate talent. It started out as excessively low status”
David Senra Dec 31, 2025 ▶ 45:27 Warren Buffet & Charlie Munger's Greatest Lessons · Sourcery with Molly O'Shea
20VC Insight
O'Driscoll: VC reaction cycles take up to seven years
“In the end, the only thing that matters is returns. The only question is how long does in the end take? We're in an industry which has very long reaction cycles. You know, you put in the money, you don't get single for five years, you don't figure it out for s…”
Rory O'Driscoll Nov 20, 2025 ▶ 1:10:02 Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
BIGDEAL Insight
Michalowicz: Ask clients what is wrong with the industry, not your company
“Don't ask what you're doing wrong because people lie to each other, social consequence. Ask what is wrong with my industry.”
Mike Michalowicz Oct 7, 2025 ▶ 29:42 Business Expert: The BEST Way To Make Millions In Profit | Mike Michalowicz
ALL-IN What-if
Yakovenko: Crypto industry might not have survived four more years under Gensler
“I don't know if the industry would have survived another four years of the Gensler regime.”
Anatoly Yakovenko Sep 18, 2025 ▶ 1:07 Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
a16z Assertion Supported
Perault: Government and industry previously proposed nuclear-style licensing for AI models
“There were ideas being proposed by not just the government, but industry to require a license. To build frontier AI tools and for it to be regulated like nuclear energy.”
Matt Perault Sep 8, 2025 ▶ 17:54 The Little Tech Agenda for AI
Morcos: Industry values data work far more than academic AI research
“In general data work has been far more valued in industry consistently than it had been in the research community.”
Ari Morcos Aug 29, 2025 ▶ 10:34 Better Data is All You Need — Ari Morcos, Datology
a16z Assertion Supported
Casado: Tech industry has invested $100 billion in autonomous vehicles
“Even to look at autonomous vehicles, I mean, as an industry, we've invested, like, what, a hundred billion dollars in it.”
Martin Casado Jun 4, 2025 ▶ 9:17 How Fei-Fei Li Is Rebuilding AI for the Real World
a16z Assertion Not checkable as stated
Extrachromosomal DNA was an unknown cancer driver until recent discoveries
“Most of the industry didn't even know that this circular chromosomal DNA was a mechanism for driving cancer as well as metastases and recurrence until Paul Michel and others identified this and developed diagnostics to look for it.”
Jonathan Lim Apr 30, 2025 ▶ 8:42 Biotech CEO on where we are in the fight to cure cancer
20VC Insight
Singlehurst: Post-2021 trauma drives venture investors to herd into safe consensus deals
“I think that there is like a herding into a much smaller number of names. I think that's quite a sort of understandable, like, human psychology here, right? The industry is still digesting the trauma of twenty-twenty-one and the pullback in twenty-twenty-two. …”
Peter Singlehurst Mar 19, 2025 ▶ 27:02 Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
NEON SHOW Assertion Supported
Jain: The Indian mutual fund industry adds 1 crore new investors annually
“The industry is kind of adding nearly about a crore new investors every year into mutual funds.”
Vishal Jain Mar 7, 2025 ▶ 18:39 Zerodha’s Move Into A ₹68 Lakh Cr Industry | CEO Vishal Jain On Expanding India’s 8% Investor Base
Solivan: Public education is too slow and underfunded for venture capital
“From a venture investor standpoint, which is where my brain works you know, the industry is so fragmented it's slow, it's underfunded and there's not a lot of room, you know, to innovate.”
Leah Solivan Sep 12, 2024 ▶ 38:04 Advice Line with Leah Solivan of Taskrabbit
HOW I BUILT THIS Assertion Supported
Svenson: Restaurant price inflation caused consumers to reduce dining visits
“And then ultimately the inflationary spike that led to a lot of Price change in the industry last over the last few years started to manifest in terms of consumers eating out less or having less occasions, less restaurant visits.”
Scott Svenson Sep 5, 2024 ▶ 3:36 Advice Line with Scott and Ally Svenson of MOD Pizza
NO PRIORS Insight
Ma: Academic AI Labs Should Avoid Competing on Model Scaling
“My view is that I think academia probably should work on some different questions from what industry is good at, right? So if we are just only working on how to scale up the system, then obviously the incentive is not right. The, we don't have enough capital t…”
Tengyu Ma Jun 6, 2024 ▶ 33:19 No Priors Ep. 67 | With Voyage AI Co-Founder and CEO
FOUNDERS Insight
Founders Should Relocate to Their Industry's Geographic Talent Hub
“If your industry has some kind of, like, city center where all the talent is, it's probably a good idea to go there.”
David Senra Apr 2, 2024 ▶ 9:33 The Biography of Balenciaga
WTF Assertion Supported
Unmetered Farm Power Let Indian Industries Steal Electricity and Hide Losses
“What happened in India is that they said we'll give free power to farmers. The farmers stopped being metered, right? And when the farmers stopped being metered, you didn't know what was happening to the electricity. And so industry started conniving with the l…”
Navroz Dubash Feb 8, 2024 ▶ 1:20:27 Ep# 15 | WTF is Climate Change? Nikhil ft. Sunita, Bhumi, Navroz and Mirik · Nikhil Kamath
CATALYST Assertion Supported
Zou: Industry replaced food and land use as third-largest climate tech vertical
“So before this year, industry actually grew a significant amount. That one has always been underfunded relative to the level of emissions coming from that sector, and it replaced food and land use in that third vertical spot.”
Kim Zou Jan 11, 2024 ▶ 17:04 2023 climate tech venture investment trends
a16z Prediction Not checkable as stated
Andreessen: AI equipment and power shortages will resolve within a few years
“I would expect in the next few years, there will be this period of time where all of a sudden it'll be like Christmas just for the industry. It'll be like, oh, all of a sudden we all have all the, you know, sort of equipment power we need.”
Marc Andreessen Dec 5, 2023 ▶ 43:05 Advancing AI, Approaching VC's & Crypto Scandals: Ask Us Anything!
Sam Lessin: Industry has displaced government and academia in frontier research
“We basically have ended up in this weird place where, you know, industry has the dollars and the will To do a lot of, like, really big picture research, which has historically not been true, right? Business has been like this application layer thing”
Sam Lessin Nov 3, 2023 ▶ 21:26 #21: AI Regulation, War and the Future of the American Tech Stack · More or Less Podcast
GREEN BLUEPRINT Assertion Supported
Global industry emits more CO2 than all transportation combined
“Industry around the world accounts for more carbon dioxide emissions than all forms of transportation combined, and that's largely driven by steel, cement, and chemicals.”
Stephen Lacey Oct 26, 2023 ▶ 1:36 Tackling the tough stuff: steel, cement, and chemicals
ALL-IN Assertion Supported
Sacks: US VC deployment peaked at $350B in 2021 before resetting
“Before 2014, call it, the industry was basically a fifty billion dollar a year industry in terms of deployments. Then you had a run-up where, for several years, it was around a hundred billion, and then in the pre-pandemic years, 2018, 1920, it was around a hu…”
David Sacks Aug 11, 2023 ▶ 1:18:55 E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
CAPITAL ALLOCATORS Prediction Not checkable as stated
Toomey: Private Equity Use of Lines of Credit Will Pull Back
“What I think we're more likely to see is I think the industry by and large did use lines of credit much more liberally than they ever have, and I do think that's going to pull back.”
John Toomey Apr 17, 2023 ▶ 12:17 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
Giannini: Private Equity Has Outgrown LP Capacity to Fund GP Ambitions
“The industry has simply outgrown both in terms of its size and its desire for more size. Has outgrown the limited partner capacity to fund it for a period of time. There's just not enough money in the world to give GPs everything that they want, whether it's a…”
Mario Giannini Apr 17, 2023 ▶ 28:39 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Giannini: LP Capital Crunch Will Pressure Private Equity for Years
“So I think this is really where the industry is going to have a pressure point over the next two, three, four years. This is not a, oh, the market goes up 20% and everything's magically solved.”
Mario Giannini Apr 17, 2023 ▶ 29:18 Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
MAD Assertion Supported
Turck: Academia has completely lost the AI research battle to industry
“Academia as of now has just completely lost the battle. In AI research and development, the darker dots, and this is a long time scale at the bottom, show that in the early years of the current wave, a lot of the research came out of academia, but today it's p…”
Matt Turck Mar 23, 2023 ▶ 14:50 The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape
STARTUP IDEAS Prediction Not checkable as stated
Spartz: In every domain, AI will evolve from tool to boss
“So in every domain, like AI starts off as a tool and then it goes up through the four levels. And so that's the thing to keep an eye on, is like, in, in your industry, if AI is starting off as a tool right now, eventually it'll become an assistant, then it'll …”
Emerson Spartz Feb 16, 2023 ▶ 23:15 Unlock Your Super-Learning Potential: Learn from Emerson Spartz, Founder of Dose and MuggleNet
20VC Insight
Zeev: Institutional LP diligence processes add absolutely no value
“Something must be wrong in an industry where they take, you know, weeks and sometimes more to make a decision that is like, they knew what the decision was before they started to do, you know, the work and the work has no value whatsoever. It's just that that'…”
Oren Zeev May 24, 2022 ▶ 31:59 Oren Zeev: How I Raised $1 BILLION in 12 Months | 20VC #888 · 20VC with Harry Stebbings
CAPITAL ALLOCATORS Assertion Not checkable as stated
Venture capitalists share an unspoken rule against scooping reference-call deals
“Typically in the industry, there's an unspoken rule that you don't scoop other people's deals if you learn about it from them.”
Bill Trenchard Dec 9, 2021 ▶ 47:26 Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
Bergstrom: Allocators lazily use total position count as a proxy for risk
“I think there's a fair amount of laziness in the industry in using number of positions as a proxy for risk and concentration, just because it's easier when really it needs to be about sort of the sizing of those positions and the upside downside potential in t…”
Craig Bergstrom Nov 11, 2021 ▶ 26:13 Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
Hillenmeyer: Academia's credit-based incentives drive competition and misalignment versus industry
“The currency in industry is, is money or financial, and the currency in academia is credit. And it just leads to interesting incentives. There's a lot of competition. People aren't kind of rowing the same direction all the time. You're trying to take credit ma…”
Maureen Hillenmeyer Sep 24, 2021 ▶ 15:48 Discovering Life-Saving Drugs from Fungi! · Joe Lonsdale
Academic computer science programs lag industry practices by up to 15 years
“The academy tends to be Depending on the school, five, 10, 15 years behind, behind actual industry.”
Rob Walling Sep 14, 2021 ▶ 3:39 Episode 567 | From Developer to CTO to Buying the Company for $1
STARTUPS FOR THE REST OF US Prediction Not checkable as stated
Osborne predicts remote work will fundamentally reshape tech by 2026
“People are going to be trying to adopt these policies. People are going to be quitting. Other opportunities are going to show up that are fully remote. And that again, you know, five or so years from now, there is going to be a major shift in the industry that…”
Tracy Osborn Jun 8, 2021 ▶ 19:31 553: Stack Overflow and Moz Acquired, Quitting Instead of Giving Up Remote Work, and More
Volset: CS academics view leaving for industry as a personal failure
“If you're in CS academia, like, you know, high up and you decide to go to industry, even if you decide not to go to like pure industry, if you go into like industrial research, they almost feel people, you almost get the sense that people feel sorry for you. L…”
Einar Volset Jun 10, 2020 ▶ 7:25 Einar Volsett on How TinySeed Works
TOP FOUNDERS Assertion Not checkable as stated
Ciecko: Cuseum Signs Multi-Year Contracts With Below-Average Churn
“These are larger con, you know you know, longer term contracts multi-year contracts. And once people have allocated budget to, you know, utilize one of the One of the products that we serve relatively low churn, lower than, you know, industry.”
Brendan Ciecko Feb 22, 2020 ▶ 7:06 1673 How He Sells $600/mo Software to Museums
20VC Prediction Not checkable as stated
Majority of smaller micro-mobility players will struggle to survive
“It's too early in the industry to say that what could happen, but I would say, though, some of the learning we have from the history that There might be some form of consolidation, but majority of them that it will be just smaller ones will be having a hard ti…”
Brad Bao Jun 14, 2019 ▶ 13:57 20VC: Lime CEO Brad Bao on How Lime Assess The Micro-Mobility Landscape and Competition Today, What It Takes To Launch and Win A New City & Why Lime Have Spent $0 on Marketing To Date
a16z Insight
Dixon: Industry excels at iterative depth, while academia excels at fundamental rethinkings
“And I think that the theory we have is that that's because you kind of, you know, industry is very good at a kind of a depth search, right? Like, you know, continuing to iterate on something. But when you need to go back and fundamentally rethink how you do so…”
Chris Dixon Jan 2, 2019 ▶ 7:04 a16z Podcast | The Cool Stuff Only Happens at Scale
CAPITAL ALLOCATORS Assertion Contradicted
Cembalest: Electricity is only 10% to 15% of industrial energy use
“I think electricity is maybe 10 or 15% of overall energy consumption by industry.”
Michael Cembalest Apr 23, 2018 ▶ 54:16 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
a16z Assertion Not checkable as stated
Granger: Software industry and academic research are reuniting after decades apart
“Industry and research are starting to come back together again, right? You go back to the seventies, there kind of was no distinction between the two. They were basically the same.”
Chris Granger Jul 15, 2017 ▶ 2:14 The Future of Software Development
CAPITAL ALLOCATORS Assertion Not checkable as stated
Active asset management is doomed in aggregate to underperform by its fees
“In aggregate, the industry is doomed to underperform by the extent of its fees.”
Steve Galbraith Apr 13, 2017 ▶ 40:52 Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
MAD Assertion Not checkable as stated
LeCun: Industry adopted deep learning faster than academia
“Industry picked up on deep learning faster than academia.”
Yann LeCun Dec 18, 2014 ▶ 29:22 Yann Lecun, Facebook // Artificial Intelligence // Data Driven #32 (Hosted by FirstMark Capital)

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