Technology Advantage
topic on 2 shows · 2 statements across 2 episodes
2 statements about Technology Advantage, every show
Physical businesses that successfully adopt tech often make the best stocks
“And often those are the best stocks when you go study the markets because you're already in a physical world business where the technology advantage transitions into a physical mode advantage or a distribution or scale advantage.”
Rauch: A two-year technology advantage in tech is lethal for competitors
“Even a two year advantage in technology can be lethal. Meaning like two years in tech is very hard to overcome. Five years in tech, It's just exponential. 10 years, like, good luck catching up to that company if they got, for whatever reason, you ignore their …”