Big Picture - The Investment Triangle
summary
Business Insider claims it passed the Wall Street Journal in global readership; tech stocks swing — Amazon down 26%, Twitter down ~36%, Tesla off ~20–25% from peaks — while WhatsApp sells for $19 billion. Panelists argue valuations reflect global land‑grab power (Google/Facebook/Amazon scale) not just multiples, predict new disruptive waves from mobile, sensors and seven more Moore’s‑Law iterations toward machine intelligence, note Spain borrows at ~4.75% and media distribution consolidates even as content stays local.
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chapters (9)
- 0:00Introductions and overview
- 1:42Debating the tech bubble
- 5:47European economic recovery
- 9:14The future of tech innovation
- 17:03Venture capital perspectives
- 20:40Emerging tech trends
- 24:00Media industry consolidation
- 28:22The evolution of television
- 34:47Predictions for the future
related talks
16mThe Four Horsemen: Amazon/Apple/Facebook & Google - Who Wins/Loses
17mTomorrow's tech landscape
27mThe World Has Grown Up! Where's The Money?
25mSetting the Benchmark: Fireside Chat with Peter Fenton
20mCollision 2015 - Tim Draper of DFJ Venture, Mood Rowghani of KPCB & Steve Bertoni of Forbes
23mUnbounded ambition
17mHigh Order Bit: The State
36mGoodbye, Silicon Valley: The Rise of the Indie Way
