platform shift
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Feb 10, 2022 by Emil Eifrem · across every show →
Everything said about platform shift, oldest first
Feb 10, 2022 neutral
Eifrem: Platform shifts are the only window to build sticky infrastructure companies
“There are certain product categories that are very, very sticky where the half-life is very long when there's really only one chance for you to build a company in that space. And that's when you have a platform shift.”
Sep 13, 2023 neutral
Sacks: Tech platform shifts are ponds that get fished out over time
“If you think about every major platform shift as, like, kind of a pond, and the pond is kind of stocked with opportunities, it will get fished out over time. You know, the best opportunities over time will get taken. There's always this question of, why is thi…”