Tech for Non-Techies

301. How to catch the next tech investment wave


Listen Later

Whether you're starting a tech venture or investing in one, you need to understand how to spot the next tech investment trend.

Why?

Because if your venture or your portfolio is riding the wave of a genuinely transformative technology, you have a structural advantage. If it isn't, you're pushing uphill.

And here is the good news: you do not need a computer science degree to do this!

In this episode, Sophia Matveeva speaks with Igor Pejic — an expert on tech-driven shifts and investing — about the framework that lets any intelligent person spot transformative technology waves before they go mainstream.

Igor is an award-winning author whose previous books earned him the Independent Press Award and a finalist place at the Bracken Bower Prize — awarded by McKinsey and the Financial Times.

His work has appeared in the New York Times, Forbes and Bloomberg. He has advised Fortune 100 companies and held senior positions in banking and payments.

His new book is out in May: Tech Money: A Guide to the New Game of Technology Investing is out this spring.

Listen to learn:

  • Why the metaverse failed while AI succeeded — and the signals that told you this years in advance
  • How McKinsey predicted natural language AI wouldn't arrive until the 2040s — and what that tells us about relying on expert opinion
  • The four non-technical indicators you can track right now to spot the next transformative technology
  • Whether the AI bubble is coming — and how it compares to the dot-com era
  • Why being too deep in the technical details can actually make you a worse technology investor

Timestamps:

  • 00:00 - Introduction: Why non-experts can catch tech waves
  • 03:53 - Why the metaverse failed and Gen AI succeeded
  • 06:07 - The adoption problem: $100 billion for 900 daily users
  • 09:30 - Catching tech trends early: The technology adoption lifecycle
  • 12:10 - How much tech knowledge do you really need?
  • 16:31 - Finding the sweet spot: Risk vs reward in tech investing
  • 19:20 - The AI bubble: Comparing to the dot-com era
  • 23:12 - Why this time is different: Big tech vs dot-com startups
  • 25:41 - Using investment frameworks for founding decisions
  • 27:04 - Closing and resources

Free AI Mini-Workshop for Non-Technical Founders

Learn how to go from idea to a tested product using AI — in under 30 minutes.

Get free access here: techfornontechies.co/aiclass

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

Listen to Tech for Non-Techies on:
  • Apple
  • Spotify
  • YouTube
  • Audible
  • Pandora

Transcript: https://www.techfornontechies.co/blog/how-to-catch-the-next-tech-investment-wave

...more
View all episodesView all episodes
Download on the App Store

Tech for Non-TechiesBy Sophia Matveeva

  • 5
  • 5
  • 5
  • 5
  • 5

5

23 ratings


More shows like Tech for Non-Techies

View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

543 Listeners

The McKinsey Podcast by McKinsey & Company

The McKinsey Podcast

406 Listeners

The Knowledge Project by Shane Parrish

The Knowledge Project

2,684 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,096 Listeners

Super Data Science: ML & AI Podcast with Jon Krohn by Jon Krohn

Super Data Science: ML & AI Podcast with Jon Krohn

301 Listeners

Founders by David Senra

Founders

2,165 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,978 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,542 Listeners

Inside the Strategy Room by McKinsey & Company

Inside the Strategy Room

171 Listeners

Coaching Real Leaders by Muriel Wilkins

Coaching Real Leaders

676 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

349 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

292 Listeners

Marketing Against The Grain by Hubspot Media

Marketing Against The Grain

358 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

693 Listeners

HBR On Leadership by Harvard Business Review

HBR On Leadership

173 Listeners