hardware

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jul 18, 2020 by John Foley · across every show →

Everything said about hardware, oldest first

Jul 18, 2020 bullish
Insight
Foley: Complex hardware serves as a long-term competitive moat
“Hardware can be hard, but to an ambitious group of people like the Peloton founders and now the Peloton team You know, it's a competitive moat over time, which is which is why I think our investors are excited about it at this point.”
John Foley Jul 18, 2020 ▶ 13:09 How I Built Resilience: Live with John Foley
Jul 18, 2020 neutral
Opinion
Foley: Hardware is not inherently harder to build than software
“I would say hardware isn't hard. I Tom Cortese, my co-founder who runs product development and is our product visionary I try to pin him on what's harder, software or hardware, and he'll go back and forth on different months and oftentimes he'll say software i…”
John Foley Jul 18, 2020 ▶ 12:00 How I Built Resilience: Live with John Foley
Jul 18, 2020 bearish
Insight
Foley: Investors avoid hardware because logistics limit scaling speed
“The problem with hardware is that investors are nervous about it. Investors shy from things that require hardware because then you have to have logistics and you have to have manufacturing and you have to figure out how you're going to sell these things and it…”
John Foley Jul 18, 2020 ▶ 12:20 How I Built Resilience: Live with John Foley
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