An SVB (phew!) update + Benedict Evans on the future of (almost) everything
Channels with Peter Kafka
Salesforce in 3D
I think the core challenge with this stuff is like you've got to make the imaginative leap. You can't look at something that doesn't work and say, well, this is crap now. Therefore it will always be crap. The counterargument to this is imagine being shown a PlayStation 5 in 1980 and you would say, oh my god, this is amazing. This is transformative. But most people don't care about games. Like certainly not that kind of game. And so there's a challenge there in thinking, yeah, is this just because this is cool? Is this the next universal thing?"
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