Resources

topic on 5 shows · 6 statements across 5 episodes

the Knowledge Project Capital Allocators How I Built This the a16z Podcast All-In

6 statements about Resources, every show

CAPITAL ALLOCATORS Assertion Supported
O'Connor: Australian resources shrunk from 65% of the equity market to 25%
“Resources today represents about 25% of the equity market. If you go back to the late sixties and seventies, resources as a percentage of the Australian market was as much as 65%.”
Brendan O'Connor Feb 5, 2026 ▶ 16:18 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
CAPITAL ALLOCATORS Prediction Not checkable as stated
O'Connor: Deglobalization and sticky inflation are highly bullish for natural resources
“We're in a world with high for longer sticky inflation, certainly a breakdown of the free trade agreements that were happening so easily. Previously, there's a lot of re-onshoring. Unfortunately, we've seen the best of the geopolitical environment from securit…”
Brendan O'Connor Feb 5, 2026 ▶ 16:43 Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
ALL-IN Insight
Dalio: The profit system alone does not direct resources adequately
“The profit system alone does not direct resources adequately.”
Ray Dalio Sep 17, 2023 ▶ 34:21 All-In Summit: Ray Dalio on the rise and fall of nations and the changing world order
Pichai: Organizations ironically become more conservative as they grow larger
“You know, one of the counterintuitive things is organizations typically tend to become more conservative when they get larger, which is ironic because they have more resources than when they were a smaller company.”
Sundar Pichai Jun 9, 2022 ▶ 32:05 HIBT Lab! Google: Sundar Pichai
Matt Ridley: Human Innovation Can Continue Indefinitely by Using Fewer Resources
“I think this is probably what I'd tell people, that there's no reason we can't innovate indefinitely, if not infinitely. And people say, well, how can that be? We'll run out of resources. And I'll say no, because half the time these days, we're innovating to u…”
Matt Ridley Mar 23, 2021 ▶ 1:01:00 #107 Matt Ridley: Infinite Innovation
a16z Assertion Supported
Sinofsky: 85% of enterprise datacenter resources go unused
“It leads to this unbelievable waste, and waste in a data center is, is a big mess. 85% of the resources go unused”
Steven Sinofsky Jan 2, 2019 ▶ 1:47 a16z Podcast | Why the Datacenter Needs an Operating System

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