20VC: Box's Aaron Levie on Predictions for the Next Wave of AI: Will Foundation Models Be Commoditised | How the Business Model of SaaS Changes Forever | Startups vs Incumbents: Who Wins | App vs Infrastructure Layer: Where is the Value?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Window of Technological Opportunity
In the field of technology, there are periodic windows of opportunity that last for a limited time, occurring approximately once a decade. These windows coincide with architectural shifts in technology, creating the ideal conditions for new platform-scale companies to emerge. Without these shifts, established companies tend to dominate the market, making it difficult for new entrants to succeed.
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