hardware
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Aug 15, 2019 by Girish Shivani · across every show →
Everything said about hardware, oldest first
Aug 15, 2019 bullish
Jul 21, 2023 bullish
Mehta: Stabilized hardware platforms create moats internet businesses cannot match
“Once you build hardware, once you've stabilized your platform, you've got a really powerful lead. You've got a really powerful moat that internet businesses can never deliver on. Almost never. SaaS maybe. Internet powered businesses, almost never.”
Jan 24, 2025 neutral
Manickam: Hardware requires complex global multi-player coordination unlike software
“It is hard because it involves a lot of multiple players that you will have to interact with versus, you know, software, right? You pretty much, you can create your own software package and then so The engagements that you'll need to have within the ecosystem …”