Technology Businesses

topic on 4 shows · 4 statements across 4 episodes

BG2 Pod the Startup Ideas Podcast Capital Allocators 20VC

4 statements about Technology Businesses, every show

BG2 Prediction Not checkable as stated
Gerstner: AI productivity will drive a five-year golden era of margin expansion
“I've said that I think this moment that we're in the next five years is going to be a golden moment of margin expansion for technology businesses, and frankly, all businesses. Human productivity is going to go up, which means the cost to do exactly, you know, …”
Brad Gerstner Jan 23, 2025 ▶ 1:10:00 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
20VC Insight
Isford: Most tech companies build products with an unconscious Western bias
“I find that especially in technology, many businesses build with a Western bias and it's important to Really understand if you're serving all customer needs, especially when you have a big international customer base.”
Lauryn Isford Jul 19, 2023 ▶ 6:32 Lauryn Isford: Product Growth Secrets from Facebook, Airtable, BlueBottle, Dropbox & Notion | E1037 · 20VC with Harry Stebbings
Zandiyeh: Tech startups face lower expropriation risk than frontier industrial assets
“The difference is that you have a tangible asset that it relatively is operationally simple to run. There's a positive correlation between the success of it and the willingness of the government to ultimately want to take it off you at some point in time, beca…”
Kiyan Zandiyeh May 25, 2023 ▶ 26:53 Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
STARTUP IDEAS Prediction Not checkable as stated
Isenberg: Inbound tech M&A from indie developers will surge in 2023
“My thesis is, I think you're going to see a lot more inbound of technology businesses in 20, 23. And I think some of those valuations are going to be reasonable. And I think a lot of them are going to come from indie developers and teams.”
Greg Isenberg Jan 26, 2023 ▶ 18:25 Mastering Micro Private Equity: Brent Beshore's Strategy for Wealth Generation

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