Episode 173 — The Exponent IPO

1

Introduction

00:00 • 5min

2

What's the Most Valuable Layer?

05:06 • 2min

3

What's Happened a Layer Above, in Application Layer?

07:19 • 2min

4

What's Happening in the Middle Layer of the Value Chain?

09:48 • 2min

5

On Premised Network Layer

11:50 • 4min

6

Cloud Computing

16:10 • 2min

7

The Zero Trust Model of Security Enterprise Net Working

18:18 • 2min

8

What Happened to Dell and HP?

20:36 • 4min

9

The Structure of Enterprise Computing Can Transform, but All the Talking Points Act Same.

24:38 • 6min

10

Is the Cloud Flare Argument Compelling?

30:28 • 2min

11

The Law of Conservation of Attractive Profits

32:54 • 4min

12

The Ipiol Process, Right?

36:50 • 2min

13

The Number One Factor in the Stock Market

38:50 • 4min

14

Is the Market Working?

42:32 • 2min

15

WeeWork - Is There a Bullcase?

44:34 • 4min

16

Sofbank, Uber, Grab, Grab - What's the Difference?

48:52 • 2min

17

Is There a Real Opportunity?

50:34 • 3min

18

Is It Really Worth It?

53:47 • 3min

19

Afiol Sa

56:18 • 3min