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Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann
On The Tape
The Rise of the Megacap Space
I think that there's certainly a lot of froth especially in the startup phase right where companies are getting funded now and they don't even have any revenue to show for it. So these startups are creating features not necessarily products or platforms but the megacaps will be the ultimate winners here. Nobody I talked to at least in Silicon Valley denies that but yeah there's going to be some froth along the way and that's going to get flushed out But still those megacaps are going to be the ones standing at the end of the day and bigger than ever.
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