Evidence receipt / uncertainty
Published · transcript-backedBen Gilbert: uncertainty
28 Sept 2022 Acquired Benchmark Part I
“Until it becomes clear with machine learning, AR, or crypto that we have the next iPhone moment, maybe this fund is the time to be going more enterprise, and then we'll come back to the consumer. I don't know.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- uncertainty
- Recorded
- 28 Sept 2022
- Publisher
- Acquired
- Episode
- Benchmark Part I
Transcript context
…It's also just a weird moment in the consumer investing landscape right now too. That is probably the counterargument. The Fab Four era was at the beginning of mobile, so when there's a massive disruptive paradigm and IPOs that could be $100-sh billion IPOs could get built, that's probably the right time. Until it becomes clear with machine learning, AR, or crypto that we have the next iPhone moment, maybe this fund is the time to be going more enterprise, and then we'll come back to the consumer. I don't know. How are we going to grade this thing?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.