Scott Phillips

speaker

1,587 appearances 2 recordings 1 series first heard Jun 2022 last heard 31 Aug

Scott Phillips’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

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Yeah.

Almost everyone.

At least once more most two or three times.

Money accrued, yeah, to the airports a little bit.

Most of the consumers.

So understanding what that looks like next time you see a big trend, it's like, okay, the trend, maybe it's real, maybe it's not.

If it is real

Where does the value actually accrue?

And that's a whole different conversation as well.

True.

But also, yeah um I not not for the sake of it, but value not so much value d value destruction for some, right?

Value will accrete to someone.

Yeah.

And so the question that th that's the airline example is where does the value actually accrue?

Will it be to those who are investing in the AR revolution, the V Cs, the the chipmakers, the maybe, the L and M models, maybe?

Maybe it's the consumer, maybe it's the business that uses it in between.

Maybe it's someone we've never the data centers, maybe someone we haven't even thought of yet.

So yes, the g you know, firstly, not all themes become not not all fads become themes, not all themes are are sustainable.

Second to that, where do they go from here?

And where does the value accrue?

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