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Need to Know, w/Reid & Bob: Metaverse mania, the great resignation, Facebook quandaries, and more
Masters of Scale
Is There Opportunity in Disruption?
Most often you have to consider, what is the time frame, clock, in which you are looking for opportunities? And almost never is it short. Even on the shortest one, you're probably in at least a two year time frame. If you're developing semi conductors and chips, then you're in multiple years. Usually when i do an investment, it's on the order of decades. Like oged, this will be persistent and valuable for decades.
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