Internet of Things
2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Mar 8, 2018 by Elad Gil · across every show →
Everything said about Internet of Things, oldest first
Mar 8, 2018 bearish
Gil: IoT startups are bad investments due to lack of revenue recurrence
“So internet of things, for example traditionally have been bad investments for startups, great investments for big companies, because you know, if you have a smart light bulb company, ah, you buy a light bulb once, and especially if it lasts 20 years as an LED…”
Jul 27, 2018 bearish
Gil: Incumbents will capture most value in Internet of Things
“Internet of Things is a great example where I think most of the interesting things in that market will come from large electronics players who can just integrate it into something and then distribute it versus a new sort of one-off company that's just making a…”