Hamilton Helmer: uncertainty

Transcript context

…I think it's low because I'm thinking about banks, oil companies, the largest companies in the world to that point weren't technology companies. I have to imagine that those are more single business lines, statics still, drafting off their original innovation companies. Hamilton wouldn't be asking this question if it were a boring answer. I don't know if you consider the answer boring, but it turned out to be about 50%. In the tech world, which you guys intersect more, you can think of all the examples. We talked about AWS as an example. The leadoff example in my book of Intel getting into CPUs, that's transforming. They're in memories. Certainly the lion's share of Apple's revenue is not.…

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