Technology Stack

topic on 2 shows · 2 statements across 2 episodes

Another Podcast 20VC

2 statements about Technology Stack, every show

Evans: Controlling lower stack infrastructure does not grant control over applications
“The whole point of a stack is that it's abstracted. Like Cisco didn't get much say in what the websites were, even though it might all have been running on Cisco readers.”
Benedict Evans Feb 28, 2026 ▶ 4:45 The end of the network effect
20VC Insight
Thau: Vertically integrated products succeed better in early markets
“The companies that do a vertically integrated product when the market's early seem to have a better chance, in my opinion, than trying to be one piece of technology in the stack of a market before the market is there.”
Kevin Thau Jan 3, 2018 ▶ 8:57 20VC: Why VC Is A Game of Maximising Serendipity, How VCs Can Characterise Their Approach To Working & Product Lessons from Jack Dorsey & Sonos' John MacFarlane with Kevin Thau, General Partner @ Spark Capital

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