software layer
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 7, 2020 by Chamath Palihapitiya · across every show →
Everything said about software layer, oldest first
Dec 7, 2020 bearish
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.”