Jan 21, 2020
Topic 1: Misc. Threats for 2020
What are the effects of a future in which half the world uses an “Internet” with information curated by the Chinese government and half the world uses an Internet with information 90% curated by American companies?
From a slightly different perspective this is not China and the U.S. so much as authoritarian and democratic. And the "free" part of the Internet is becoming divided between U.S. companies and European companies.
Luckily for us, Ryan has lots of hands-on experience in China and other less-than-democratic countries. He considers looking through the lenses of "information" and "transaction." And what about "propaganda" in all of these subdivisions.
. . . Or maybe there's a B2B Internet, a B2C Internet, and a C2C Internet?
Topic 2: Is the MSP market “Saturated”?
What does that even mean? Is it possible?
Premise: Lots of opportunity and growth lead to opportunities for managed service providers. But we often hear people say that the market is saturated, and no one challenges that assertion.
We do. We think there's no support for the concept that the IT services market is saturated at any level.
Topic 3: Satya Nadella is worried that what we're doing won't last much longer.
We're obviously in the middle of a massive technology boom. But it does not appear to be improving the entire global economy as one would expect.
We quickly get into a discussion of the complexity of the economy. Lots of things are getting better, but that doesn't mean we should stop trying. There's clearly lots of innovation, but that doesn't guarantee specific economic benefits.
Hans Rosling - Factfulness
Robert Gordon - Rise and Fall of American Growth