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tech

4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jun 27, 2022 by Chris Dixon · across every show →

Everything said about tech, oldest first

Jun 27, 2022
Insight
Dixon: Power in tech is almost always driven by network effects
“Power in tech is network effects, almost always. Occasionally you have scale effects, brand effects, but generally it's network effects.”
Chris Dixon Jun 27, 2022 ▶ 24:32 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Feb 10, 2025 positive
Assertion Contradicted
Charles: 80% of Recent Sports Team Buyers Come from Tech or Private Markets
“If you look at the people who have purchased control of North American sports teams over the last decade, 80% of them come from tech or private markets.”
Ian Charles Feb 10, 2025 ▶ 49:42 Ian Charles - Private Equity's New Rules (EP.431)
Jun 8, 2026 bearish
Disclosure
Jain: GQG holds almost zero exposure to tech and semiconductors today
“Today, for example, in 12 months now, we have almost nothing in semiconductors. We have almost nothing in tech.”
Rajiv Jain Jun 8, 2026 ▶ 28:47 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Jul 13, 2026 bullish
Disclosure
Moyo: Family office Altered Trajectory allocates 30% to 35% to tech venture.
“It skews quite heavily to tech, particularly in the venture part of the portfolio, probably around 30 to 35%.”
Baroness Dambisa Moyo Jul 13, 2026 ▶ 43:04 Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
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