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#35 Why Investing in Industrial IoT is Different - a conversation with Mike Dolbec

Momenta I Digital Thread

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The Importance of Intuition in Silicon Valley

Not always present in Silicon Valley companies. Particularly particularly in the industrial world where a lot of the companies just aren't geographically located nearby. It's just not in this part of the world, we haven't got the old fart, leaves a company and starts a small company to address the problem they're very familiar with. That cycle hasn't completed very often. Until it does, you get people with some intuition of what worked last time when they were successful in a adjacent domain. Often those lessons are pretty good, rules of thumb and you just have to know when not to follow.

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