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40. Aaron Jacobson, NEA - The Golden Age of Industrial Automation

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Manage episode 313281285 series 3264916
Content provided by Ty Findley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ty Findley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We discuss the ‘6Ts’ framework Aaron developed to evaluate industrial automation innovation, how he analyzes the total market opportunity for robotic applications that are blazing new trails, the capitalization strategy he leverages for businesses that have both s/w and h/w components (bits meet atoms!), what role blitzscaling has to play in these industrial categories where bits meet atoms, and finally, we discuss the underlying macro factors and tailwinds that are at play globally leading to what Aaron coins “The Golden Age of Automation”.

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 313281285 series 3264916
Content provided by Ty Findley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ty Findley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We discuss the ‘6Ts’ framework Aaron developed to evaluate industrial automation innovation, how he analyzes the total market opportunity for robotic applications that are blazing new trails, the capitalization strategy he leverages for businesses that have both s/w and h/w components (bits meet atoms!), what role blitzscaling has to play in these industrial categories where bits meet atoms, and finally, we discuss the underlying macro factors and tailwinds that are at play globally leading to what Aaron coins “The Golden Age of Automation”.

  continue reading

92 episodes

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