Mercedes Bent
speaker
417 appearances
1 recordings
1 series
first heard Sep 2025
last heard Sep 2025
Mercedes Bent’s voice in public audio — every appearance, attributed to the second.
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Appearances
But yeah, I kind of think I know the split, but I'll come back to you with the real number on that one.
I think that there is classic loss aversion from consumer not producing as many returns the last 10 years.
And that's real.
I think that if you look at why that is, consumer waves typically come after new technology shifts.
There was the technology shift of the browser in 1994.
We got Amazon, eBay, Netflix.
There was the technology shift in the early 2000s when upload download speeds increased and you got due to fiber optic cables and you got UGC content like YouTube, Facebook,
LinkedIn.
And then there was like the 2007, 2008 wave, which we're all very familiar with all of the companies that came after mobile and the iPhone and the app store.
And there was a lot from maybe 2008 till about 2014, 2015, maybe Musical.ly or Discord are the last companies to come out of that cycle.
And then there was kind of nothing.
for 2015 until now.
I actually would argue that some of it went to crypto, some of it went to a couple of other areas in terms of different assets captured the value of consumer.
But let's say that nothing happened essentially for 10 years.
It makes sense why people would be pulling away.
When investors lose money, they stop doing it.
But
If you look at what's happened the past two to three years, we have ChachiPT, Claude, Perplexity all come out at the end of 2022, early 2023.
So we should be on the precipice of another massive consumer technology wave.
I actually think this one is going to be bigger than all of the past waves because...
Showing 301–320 of 417 · page 16 of 21
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