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Tuesday October 6th, 2020

Watch the replay below.

CLICK HERE to access the associated slides.

Topic Timestamps:

  • Intro to HedgeyeTech and the Process Cycle (1:08 – 2:40)
  • Themes of Discussion & The Underlying Data (2:40 – 14:50)
  • Centralization of Information & Associated Pricing Power (14:50 – 30:37)
  • The Millennial Vision of Computing & Leadership (30:37 – 36:33)
  • Sociological Implications of a Dashboard-Company Future (36:33 – 42:19)
  • Re-Aggregating Around the IP of Others & Declining Labor Mobility (42:19 – 46:20)
  • What Could Go Wrong (& Right) for Tech: COVID + Cyber (46:20 – 52:15)
  • Geopolitical Risk Beyond COVID: Semis Supply Chain, China, Taiwan (52:15 – 56:44)
  • Antitrust, Price Discrimination, and the Unseating of Liberal Democracies (56:44 – 67:59)
  • The Discontinuity of Xers + Boomers vs. the Continuity of Millennials (67:59 – 72:20)