1/ @roelofbotha's memo on Sequoia’s investment in YouTube was in part predicated on the accelerating penetration of broadband connectivity i.e cost declines of Mb per $
https://www.shadesofgraylaw.com/wp-content/uploads/2010/03/Viacom-v-YouTube-Botha-Decl-ISO-YouTube-MSJ.pdf …
-
-
Prikaži ovu nit
-
2/ For context, let’s have a look at a technology who’s cost declines birthed inumerable application - the OG network effect, electricity - be it lighting, computers, appliances and transportpic.twitter.com/DnS1fvibya
Prikaži ovu nit -
3/ Let’s now look at a couple technologies where we’ve likely already absorbed a few standard deviations of cost change already; Lithium-ion batteries are key in the shift from combustion engines to EVs, the fight against climate change and off-grid energy storagepic.twitter.com/IFsUk6pWRq
Prikaži ovu nit -
4/ The shift to cloud has turned compute and server capacity from being a Capex line item to being a variable cost, enabling compute heavy technologies such as ML, NLP, voice computing, computer vision, automous systems and even your TikTok feed :)pic.twitter.com/z4ysOkWF8l
Prikaži ovu nit -
5/ The largest cost decline might be in genome sequencing. In 2001, genome sequencing cost $100m, today it costs around $1000. NGS is giving birth to more effective clinical trials through enhanced selection, targeted treatments, liquid biopsies, synthetic biology + gene editingpic.twitter.com/biRs8YxjMc
Prikaži ovu nit -
6/ Oh yeah, much more in the newsletter itself which is here:https://samcash.substack.com
Prikaži ovu nit
Kraj razgovora
Novi razgovor -
-
-
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
-
Čini se da učitavanje traje već neko vrijeme.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.
