David Frankel

speaker

1,234 appearances 4 recordings 3 series first heard Oct 2024 last heard 8 Aug

David Frankel’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

newest first · ▶ plays the moment

The historical or anachronistic view on this would be the bubbles get bigger.

This is the wave of our lives.

I feel that way, by the way.

If I look at internet, SaaS, mobile, AI, nothing looks the same.

And will there be roadkill from this wave?

Oh my God, there's going to be a lot.

You know, again, you look at those stats of five hundred companies, less than a hundred over ten billion.

In the last 25 years.

How many times, Harry, over the last 11 years have you heard this is different?

This is different.

It doesn't mean that there aren't survivors and companies that are going to change the trajectory of technology forever.

And I think in OpenAI and Anthropic and SpaceX, we're seeing that already.

Like these are the metas and the Googles of our era, highly likely.

But wow, like it's Hollywood, man.

Like 95% are not going to be there.

And it goes back to why is seed interesting?

I don't have to be in the one.

If there were five companies of that are worth five trillion dollars with exits.

So if you look at SpaceX, Tesla, Meta, that's trillions of dollars already.

You take then NVIDIA, I think NVIDIA started pre-25 years ago.

Showing 201–220 of 1,234 · page 11 of 62