Matthew Le Merle

speaker
473 appearances 1 recordings 1 series first heard Jul 2026 last heard 5 Jul

Matthew Le Merle’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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I mean, they could do the same thing.
The problem is, and it always is true, established businesses have a lot of legacy activities, people, processes, sunk costs.
that make it very hard for them to change.
And so it tends to be true that if you can see something inevitable about the future, and if it's going to dramatically impact a huge profit pool or source of value of today, most of the shift, most of the value is going to be captured by disruptive new players.
And that's what we invest in, all right?
So that's sort of the way to think about it.
Now, obviously, if you're an entrepreneur, you're loving what I'm saying because you want to be the one that gets backed and builds the new business.
Obviously, if you're a small business owner...
This is a challenge because you've got to make choices like, should I move?
And if so, when?
And conversely, I can't abandon what I am already doing.
And I don't have a lot of capabilities and resources left over to do new things.
So it's very challenging for established businesses and in particular for established small businesses.
All right, so that's the concept.
So practically speaking, where are we investing today?
Well, I think we've already covered it.
We're investing heavily in what we call AI in the agentic revolution, the upgrading of global decision-making and the digitalization and computerization of work.
and embedded in their intelligence.
This is just huge.
It's not new.
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