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Software Layer

topic on 2 shows · 2 statements across 2 episodes

Capital Allocators 20VC

2 statements about Software Layer, every show

CAPITAL ALLOCATORS Opinion
Chamath: Hardware solar and batteries are 'meh' businesses; software infrastructure is key
“Now, do I want to own the battery storage technology? Not really. Do I want to own Resi Solar? Not really. Those are kind of meh businesses. But do I want to own infrastructure that is the software layer? Absolutely.”
Chamath Palihapitiya Dec 7, 2020 ▶ 57:54 Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
20VC Prediction Not checkable as stated
In 20 Years Hardware Value Will Reside Entirely in Software
“You know, 20 years from now, it's all going to be about the software layer, and minimizing the physical thing is what gets you there.”
Steve Jurvetson Aug 3, 2020 ▶ 38:42 20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds

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