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Podcast: The Cloudcast (.net) - Weekly Cloud Computing Podcast
Episode:

Every company is a Hardware company
Category: Technology
Duration: 00:38:50
Publish Date: 2023-09-24 05:00:00
Description:

What happens when every software company needs to be a hardware company first? And how are leading VC firms potentially predicting that the 2000s will be repeating themselves?

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BACK IN THE DOT COM DAYS, WE ASSUMED THAT EVERYTHING WOULD BE INTERNET

  • Let's remember how we transitioned from the late 1990s to the early 2000s
  • VCs used to have a $50M "hardware tax" on investments
  • Cloud and Low Interest Rates changed everything
  • New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models

NOW WE ASSUME THAT EVERYTHING WILL BE AI (and GPUs)

  • Interest rates have come back up to 2001 levels
  • VCs are back to paying the "hardware tax", and aren't happy
  • New Technology with Simple UI + Infrastructure Buildouts + Unknown Business Models
  • Let's see if history repeats itself.


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