Speaker unverified: belief

Transcript context

…Andrew, you're pointing out this really interesting thing where you have two opposing forces that have butting heads. One is now we have globally addressable markets, so TAMs are bigger, therefore, market caps can be bigger. At the same time, competition happens faster than ever, because paradigms change faster than ever. Therefore, the future is less certain than it's ever been, despite the fact that the opportunity for any given business is the largest it's ever been. Yeah. By the way, I wouldn't just say global markets. I would say strategically adjacent markets as well. Again, look at the big companies and how they continue to step out and do more and more in things that are tangential to their existing businesses. Amazon's a great example of that. They started in books, then they went to the media, and then continued on, and on, and on. Eventually, they leveraged their scale into cloud computing and whatever. And that into databases and all sorts of stuff. Yup.…

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