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Tom Gardner

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
714 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

were going to be and did become internet native companies.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

It wasn't like Google was actually a physical bookstore.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

Google wasn't a bunch of physical space universities and it was gonna try and create online learning.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

It was just, we're just using the internet for our whole business.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

We wouldn't even think twice.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

This is what people are not quite understanding.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

But of course, I don't want to say that too much because it's becoming more and more real and we're seeing transformations in company cultures.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

But I don't think what people fully realize is that companies with 2,800 employees may be able to be replaced by companies with 108 employees.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

In order for a...

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

existing technology business to get there, I mean, how do you get from having 2,800 employees, let's just say down to 400 employees, who are all AI native, all advanced AI coders, totally bought in, not even questioning, not even like, oh, I use AI and it came back and it gave me the wrong computation, gave me the wrong answers, like, okay, good, you're supposed to go back and keep working.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

so that it gets it right for you.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

You're using a tool, you're trying to shape that tool to work for you.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

You don't just give up after you put a one line prompt and it doesn't give you the right response.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

So I think what we want to see in companies is that they are bringing in teams of people who have expertise

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

with advanced new technologies and that they're letting them lead.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

And that's so hard to do.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

We got such great advice from outside tech advisors at The Motley Fool who essentially said, you know, when you hit a big transformation like this, just go back and read Only the Paranoid Survived by Andy Grove.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

The leaders of today at your company, they're not likely to be the leaders of tomorrow unless they go to sleep and wake up the next day and they're like, I am all in on this.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

I'm only gonna work through this.

Motley Fool Hidden Gems Investing
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years

I'm not gonna try and incrementalize my way forward.