Comments
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BMReally enjoyable, would like to hear his thoughts on bitcoin et al, another excellent interview, thanks.
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DFGreat conversation Grant. Extremely interesting.
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DMRefreshingly optimistic.
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cdone of the best interviews.
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GBGood point on regulatory regimes and their stunting effects on innovation. His point that they are only governors not destroyers is encouraging. In an ever faster moving world I hope that remains true
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NFI found Burbank's and Somghurst's insights far more intriguing. I miss some second level thinking here. And is it really free markets that provide fast broadband speeds for little money in Singapore?
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JHsurprised he didn't mention POET Tech as the innovator coming after Intel's lunch; Uber example was very telling about the possibilities.
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APCould future devourers be past winners with access to markets/cash that are currently transitioning? e.g., ORCL, MSFT, IBM, HPE, etc.
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JDWould love to hear his thoughts on how the financial services industry is being impacted by evolving technology...maybe a question for next time.
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SSUltimately, how do we profit from all of this? More info regarding what Michael said about FB pricing before the IPO. This would help with such examples as BABA & YAHOO, apply to future companies.
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PSTSLA is not scaleable like AMZN and Co. Great ideas but far short of $30bn of value for what is essentially a niche car company. It isn't like their innovations are secret and can't be copied.
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SPWhat a great background perspective to just about every sector and tech effects on it. Please bring Mike back in 6 mths.
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GSThanks for this very insightful interview! I missed his view on artificial intelligence though. My favourite quote from Larry Page in 2013 "We're only at one percent of what's possible".
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ELGreat insights offered in this piece. It feels like you've just scratched the surface of Michael Parekh's wisdom. Seeing him in 6 months sounds good. Thanks Grant
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DMWhether or not we get a liquidity event as burbank sees - they all seem to be saying there is great opportunity for those who keep close eye on how these technologies revolutionize so many areas
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DMgreat interview. lines up w/ what burbank & songhurst spoke of. tech p/e's broadly may be unattractive but human capital in tech creating explosive secular disruption across economy on mssve scale