4.9 • 654 Ratings
🗓️ 29 October 2021
⏱️ 46 minutes
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The SundayTimes’ tech correspondent Danny Fortson brings on David Cowan to talk about Bessemer Venture Partners' anti-portfolio (4:00), missing Google (6:05), why tech is accelerating (7:25), why he bet on space (10:00), why colonizing space is “inevitable” (12:45), the rise of micro satellites (15:30), backing Rocket Lab (21:30), the privatisation of weather (25:00), backing off-the-wall ideas (27:30), the future of Silicon Valley (34:45), his mock-umentary Bubbleproof (38:00), and the FOMO epidemic (41:40).
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0:00.0 | Yo! Technology. What is it all about? |
0:04.4 | And personally, I totally believe that as a species, if we don't colonize other planets, |
0:09.9 | the duration of the human species is going to be curtailed dramatically. |
0:14.1 | If we can colonize other planets, we go from an additional lifespan of thousands of years or 10,000 of years to millions. |
0:30.1 | Yeah. an additional lifespan of thousands of years or 10,000s of years to millions. Hello and welcome to Danny in the Valley. |
0:32.9 | Sorry we're a tad late this week. |
0:35.0 | A little bit of a scheduling snafu, but we have a grand episode for your delectation. |
0:42.0 | On the program, we have David Cowan. |
0:44.5 | He is a veteran, OG, investor at Bessemer Venture Partners. |
0:49.5 | And we've brought him on for a few reasons. |
0:51.5 | One, he is one of the very early people who bet on space, private space companies. |
0:59.4 | And if, you know, listeners of this pod will know, space is booming at the moment. |
1:04.3 | There's lots of, there's tons of money going into this industry now. |
1:08.4 | Lots of interesting things happening. |
1:09.9 | We had Will Marshall from Planet on here recently. |
1:13.1 | But Cowan was one of those, one of the few people who bet on this and bet on it early back |
1:17.8 | when it was an idea that most likely just looked like it was not going to work. |
1:22.6 | It was just going to be a waste of money. |
1:23.8 | This is a view that apparently most of his partners at the firm thought as well. |
1:28.7 | But anyhow, this year, three of those companies he backed years ago have gone public together. |
1:33.7 | They're worth nearly $10 billion. So we talk about kind of how and why he ended up getting |
1:38.0 | involved in that world. But more broadly, we also discussed just a very weird business |
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