15 episodes

Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news.


To understand what's really happening behind the surface, join our hosts, Nuno Goncalves Pedro, investor, co-founder and managing partner at Strive Capital, and Bertrand Schmitt, entrepreneur, co-Founder & Chairman at App Annie. They have been each in tech for almost 25 years, are now based in Silicon Valley, having both previously worked and lived in Europe and Asia.


With Tech DECIPHERED, discover how the best entrepreneurs pitch, how investors think, and what are the deep trends underlying the tech industry


Our tone is a little bit like us: passionate, irreverent, nerdy. We are strong-minded, but convey informed opinions. We will always be trying to aim for the truth and that means there will be no BS allowed. We won't be afraid to disagree, but we will be having quite a lot of fun in the process.


To learn more about Tech DECIPHERED, head over to www.decipheredshow.com for more info about the podcast, show notes, resources and complete transcripts.

Tech Deciphered Bertrand Schmitt & Nuno G. Pedro

    • Technology
    • 5.0, 18 Ratings

Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news.


To understand what's really happening behind the surface, join our hosts, Nuno Goncalves Pedro, investor, co-founder and managing partner at Strive Capital, and Bertrand Schmitt, entrepreneur, co-Founder & Chairman at App Annie. They have been each in tech for almost 25 years, are now based in Silicon Valley, having both previously worked and lived in Europe and Asia.


With Tech DECIPHERED, discover how the best entrepreneurs pitch, how investors think, and what are the deep trends underlying the tech industry


Our tone is a little bit like us: passionate, irreverent, nerdy. We are strong-minded, but convey informed opinions. We will always be trying to aim for the truth and that means there will be no BS allowed. We won't be afraid to disagree, but we will be having quite a lot of fun in the process.


To learn more about Tech DECIPHERED, head over to www.decipheredshow.com for more info about the podcast, show notes, resources and complete transcripts.

    #12 – The coming decade in tech, the 2020s, and its impact on the world we live in – Part 2

    #12 – The coming decade in tech, the 2020s, and its impact on the world we live in – Part 2

    In this episode, the second part of our discussion on the 2020s, we will use our scenario planning methodology to project forward into the latter part of the 2020 decade, so that we can deep-dive into the future of Energy & Climate Change, Healthcare, Education, Financial Services, Retail & Commerce, Leisure & Entertainment and Social & Communication. 



    Please also listen to our previous episode 11, where we started our time traveling and discussed the Macro landscape - both Governmental/Geopolitical and Non-Governmental, and also User Paradigms around Work, Home and Mobility.



    Join us for our next episode, episode 13, which will conclude our “Time Travel Trilogy” of the 2020 decade, by delving into Next Platforms & Tech, Venture capital & Start-ups and an overall framing of the 2020s. 



    Navigation:



    Introduction (01:24)

    Section 1 - Energy & Climate Change (02:03)

    Section 2 - Healthcare (06:30)

    Section 3 - Education (10:06)

    Section 4 - Financial Services (14:49)

    Section 5 - Retail & Commerce (18:13)

    Section 6 - Leisure & Entertainment (25:26)

    Section 7 - Social & Communication (41:18)

    Conclusion (47:13)



    Our co-hosts:



    Bertrand Schmitt, Tech Entrepreneur, co-founder and Chairman at App Annie, @bschmitt

    Nuno Goncalves Pedro, Investor, co-Founder and Managing Partner of Strive Capital, @ngpedro



    Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news.

    Subscribe To Our Podcast







    Full transcription: may contain unintentionally confusing, inaccurate and/or amusing transcription errors



    Intro (01:24)



    Bertrand: Welcome back to Tech Deciphered episode 12 on the 2020s. 



    If you remember our previous episode, episode 11, we started talking about the 2020s, our view about the next decade. Trying to do some scenario planning, trying to project what are the  possible scenarios in 10 years from now of where the world will be. Where some technologies will be. Where some consumer habits will be, and try to walk back from that perspective  and think carefully about what it means and how it could happen or not happen. And obviously, share our opinions of the most likely  scenarios.



    Section 1 - Energy & Climate Change (02:03)



    Nuno: And we will start today with energy and climate change. I'm generally optimistic about the discussion around climate change coming out of this shelter in place and lockdowns that we've had around the world. Where people are seeing the effects that we actually have on the environment, and those effects are very obvious.



    You know, we've taken a little bit of pause. There's a reduction in pollution, and we see the world changes around us. So the momentum, I believe for climate change after this will be a positive one. Just by the nature of what we're observing. There will be two negative levers to this. the first lever that will be negative is the fact that we need to have an economic recovery.



    And at this moment in time, that economic recovery needs to be fast. So we need to start moving and we need to start moving even faster. In some ways, that will generate probably the impetus for certain governments and certain corporations to more aggressive about manufacturing, logistics and things that we know are implicitly creating pollution.



    And then the second piece that is negative to this climate change agenda, and us obviously adopting more renewable energies, better technologies, and everything that would make this world that we're currently in, in lockdown, more sustainable into the future is the fact that obviously th...

    • 48 min
    #11 – The coming decade in tech, the 2020s, and its impact on the world we live in

    #11 – The coming decade in tech, the 2020s, and its impact on the world we live in

    In this episode, we will start discussing the 2020s. We will introduce a unique and novel framework that we will follow around scenario planning, frame when exactly the 2020s start (hint: starts with a C and ends with 19), debate the macro landscape - both governmental/geopolitical and non-governmental and finalize with the user paradigms around Work, Home and Mobility.



    We will continue this discussion of the 2020s in the next episodes, including the second part of our analysis of the 2020s, in which we will delve into the future of Energy + Climate Change, Healthcare, Education, Financial, Retail & Commerce, Leisure & Entertainment and Social & Communication. Look out for episode 12. 



    Navigation:



    Introduction (01:24)

    Section 1 - When did the 2020s start? (02:41)

    Section 2 - Macro, World Governance, Geopolitics and Non-Governmental (03:24)

    Section 3 - User Paradigms (28:08)

    Conclusion (53:49)



    Our co-hosts:



    Bertrand Schmitt, Tech Entrepreneur, co-founder and Chairman at App Annie, @bschmitt

    Nuno Goncalves Pedro, Investor, co-Founder and Managing Partner of Strive Capital, @ngpedro



    Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news.

    Subscribe To Our Podcast







    Full transcription: may contain unintentionally confusing, inaccurate and/or amusing transcription errors



    Intro (01:24)



    Nuno: In today's episode, episode 11 we will start talking about the 2020s, the decade that we have ahead of us. We will drive this into different episodes and we will choose a framework that's a little bit different than those normally followed by people that we normally listen to. We will choose a scenario planning framework.



    The difference between a scenario planning framework and simply a forecast framework is in forecasting. We're trying to extrapolate the future from where we start today. In a scenario planning exercise, we really doing a little bit of time traveling to start with. We're moving ourselves into the future and to 2025, 2029 and we're trying to figure out, from there, what things would need to happen to give rise to those scenarios. In some cases, we will share very strong views, which we hope you're okay with, but in others we will really structure two or three potential scenarios for some of the elements that we will discuss. The objective is to start the discussion going and to the best of our knowledge, really frame what's ahead of us in the next five to 10 years.



    Section 1 - When did the 2020s started? (02:41)



    Bertrand:  We will start with, where does it start? When did the 2020s started? And I guess everyone will agree that right now under shelter in place we have a pretty momentous event with us. We're in the middle of COVID-19 emergency, we are in a new world, a brave new world, I guess, and that's how the 2020s started. Obviously it will be more difficult to guess exactly when this decade will be over, beyond, the digits, but more based on inflection points.



    Nuno: So we start with crisis.



    Bertrand: We start with crisis. Hopefully we don't end with crisis 



    Nuno: It seems like every decade has been defined by crisis. So the likelihood of that we shall see.  



    Bertrand: Indeed



    Section 2 - Macro, World Governance, Geopolitics, Non-Governmental (03:24)



    Nuno: We are gonna talk about scenarios for what the world will look like in 2029, 2030, from what I call the outlandish, to the predictable. And we're going to start with the macro space, world governance, geopolitical, and non-governmental elements.



    2.

    • 55 min
    #10B – A review of the past decade in tech, the 2010s, and its impact on the world we live in

    #10B – A review of the past decade in tech, the 2010s, and its impact on the world we live in

    We split this episode into two parts: in this, the second and final part (10B), we discuss the significant shifts in business models and the funding landscape that happened in the 2010s. We deep-dive into these business models, e.g. freemium, advertising/free at the point of consumption, subscription, and we give you the no-BS view on the fundraising landscape, what REALLY changed and what (mostly) stayed the same.



    Please also listen to the first part of this episode (10A), in which we discussed the macro-trends of the 2010 decade and the underlying technological tectonic shifts, including analyses of the OS, platform and product & application spaces



    Navigation:



    Introduction (01:24)

    Section 1 - A brave new world ... of business models (01:56)

    Section 2 - The switch in funding landscape (27:59)

    Section 3 - The end ... of the world, as we know it?! (37:38)



    Our co-hosts:



    Bertrand Schmitt, Tech Entrepreneur, co-founder and Chairman at App Annie, @bschmitt

    Nuno Goncalves Pedro, Investor, co-Founder and Managing Partner of Strive Capital, @ngpedro



    Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news.

    Subscribe To Our Podcast







    Full transcription: may contain unintentionally confusing, inaccurate and/or amusing transcription errors



    Intro (01:24)



    Bertrand: Welcome back in this , the second part of Episode 10, Episode 10B, we're still focus on the 2010s, that incredible decade that we spent some time discussing in Episode 10A and now, we are going to be focus on the dramatic changes in business model that happened, as well as the switch in funding landscape. For further reference, listen to the first part of this Episode, Episode 10A. Let's start today with dramatic changes in business models.  



    Section 1 - A brave new world ... of business models



    Nuno: So software is eating the world, Marc Andreessen famously wrote, I believe in 2011 and the world was going to be basically not only fully digitized as software was going to entrench itself and disrupt every single industry. Part of that promise, I believe, was realized in the last decade where we have the advent of a lot of things that we discussed in episode 10A, but also I believe that the whole thesis around software is eating the world is not the full story.



    In some ways, the world got totally digitized, but the physical world didn't catch up. And one of the stupid examples I always give is in a world where, for example, we are going to have self driving cars, well, the cabin of a car needs to change because you don't need to drive anymore. So what is it going to become?



    Is it going to become an office, a living room, a bedroom? Is it going to be a flexible space or not. So Mark's comment I think is well taken. The comment that digitalization is going to overrule many industries. There is not any other moment, but the current moment in which we're in the midst of COVID, that would make that point.



    But I do think it missed part of the story. Part of the story is that the physical world will have to change as well. And it's very interesting that Marc just published a manifesto of sorts on how the world needs to change going forward. And he talks a lot about core infrastructure in that manifesto, which is, by the way, an exceptionally well written piece of text.



    But as I said, I think software wasn't the only part of the story. There is also a hardware and physical part of the story.



    Bertrand: Yes, totally. It's as you say, pretty interesting that he started the decade with this very famous article and is starti...

    • 40 min
    #10A – A review of the past decade in tech, the 2010s, and its impact on the world we live in

    #10A – A review of the past decade in tech, the 2010s, and its impact on the world we live in

    We split this episode into two parts: in this, the first part (10A), we argue the 2010 decade actually started with the 2008 crisis, the advent of the iPhone, the App Store and the move of the world to the cloud. We go in-depth into the macro-trends of the decade and the underlying technological tectonic shifts, including analyses of the OS, platform and product & application spaces. 



    Look out for the second part of this episode (10B), where we will discuss the shifts in business models and the funding landscape that happened in the 2010s.



    Navigation:



    Introduction (01:24)

    Section 1 - When did the 2010s really start? (02:24)

    Section 2 - The Backdrop: Macro-trends and overall context (03:41)

    Section 3 - The Tech Stack: Operating Systems, Devices & Platforms (19:09)

    Section 4 - Products & Applications (38:18)



    Our co-hosts:



    Bertrand Schmitt, Tech Entrepreneur, co-founder and Chairman at App Annie, @bschmitt

    Nuno Goncalves Pedro, Investor, co-Founder and Managing Partner of Strive Capital, @ngpedro



    Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news. 

    Subscribe To Our Podcast







    Full transcription: may contain unintentionally confusing, inaccurate and/or amusing transcription errors



    Intro (01:24)



    Bertrand: Hi Nuno, how are you today?



    Nuno: I'm well and you Bertrand, how are you?



    Bertrand: I'm doing good. I'm doing good, enjoying shelter in place. 



    In today's episode we're going to discuss, the 2010s, the past decade. A lot happened in that past decade in tech. So it will be a pretty, pretty high density episode. We will talk first about a more higher level, macro view of what has been happening in tech. We will deep dive into the underlying of the technology industry, operating systems, devices, technologies, platforms, and then we will talk about the dramatic changes we also saw in business models.



    It's actually pretty amazing when we think about everything that changed there. It's not just the technology. And finally, we will conclude around the switch in funding landscape and how much has changed as well. We will be splitting this episode in two. So that it's more digestible. 



    Section 1 - When did the 2010s really start?



    So Nuno, I will start with a question. When can we say that the 2010s really started?



    Nuno:  Well in my opinion, the 2010s start with the 2008 crisis that prolonged itself well into 2009 and to the beginning of the 2010s. And in some ways that's a really good timing to choose because 2008 was also the year in which the Apple app store launched for the iPhone. It's also the year where, in effect, Android became a real threat to iOS and Apple, and it really defined a lot of what was going to come into 2010s so we start with a crisis, as we'll see, we might end with a crisis as well, which will be interesting. So maybe decades actually do get defined by crisis, but for the purposes of this episode, we will go back a little bit in 2007, 2008 to give us more context into what the decade really looked like.



    Bertrand: Yes, it's might be sad to start and end with crisis, but at least it's pretty clearcut, and crises definitely generate very strong inflection points. 



    Nuno: And  we had the 2000/2001 already with the bubble. So  in effect, beware of  end of decades.



    Bertrand: Indeed, indeed. If we make a full comparison, the decades themselves are pretty good. It's the ending and the starting.



    Section 2 - The backdrop: Macro-trends and overall context  

    • 54 min
    #9B – Impact of COVID-19 in the World, Venture Capital and Start-ups

    #9B – Impact of COVID-19 in the World, Venture Capital and Start-ups

    We split this episode into two parts: in this, the second and final part (9B), we discuss the implications of COVID-19 in the Venture Capital and the Start-up ecosystems. We share our no-BS view on how easy/how difficult it will be to fundraise, depending on the space you are in, on what will likely change when the “new normal” comes into play and what to focus on in order to make your business survive this, the biggest and most ruthless of all storms (recorded on April 16th).



    Navigation:



    Introduction (01:27)

    Section 1 - Impact on Venture Capital firms (01:44)

    Section 2 - Impact on Start-ups (14:37)

    Section 3 - Boards and Governance (31:02)

    Conclusion (38:23)



    Our co-hosts:



    Bertrand Schmitt, Tech Entrepreneur, co-founder and Chairman at App Annie, @bschmitt

    Nuno Goncalves Pedro, Investor, co-Founder and Managing Partner of Strive Capital, @ngpedro



    Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news. 

    Subscribe To Our Podcast







    Full transcription: may contain unintentionally confusing, inaccurate and/or amusing transcription errors



    Intro (01:24)



    Nuno: In this, the 2nd part of episode 9, episode 9B, we will be discussing the impact of COVID-19 on VC firms and startups. For further reference, listen to the first part of this episode, episode 9A. Let’s start today with Venture Capital firms.



    Section 1 - Impact on Venture Capital firms (01:44)



    I recently shared with a number of you, on Twitter and a couple of other social networks my own views on what's happening in venture capital. And let's start from the bottom up.



    Let's start with the individual impact. I know it's shocking, but we, VCs are people, and therefore as people, we have the same issues as everyone else. When we go into shelter in place, we might have families that we need to take care of. We might have kids that we need to take care of, spouses, and we need to articulate complexities.



    Like, for example, all of a sudden, if you have two kids, if you have a spouse that's also working, you might have three or four zoom sessions at the same time. And you know, houses are not of unlimited space. So obviously people need to articulate. I was seeing a social media post from a well known general partner saying that he was taking his calls in his car because that seemed to be the only real quiet space in his house.



    So again, we as individuals are dealing with the same complexities as any other individual. And one needs to take that into account. What that implies is, there's a lag. You have a latency right now, if you're a company fundraising, you have to deal with this latency. The first step to that latency is what I just talked about.



    It's the fact that I as an individual, as a venture capitalist, need to deal with this new reality and this new complexity. I might not be more productive immediately. It might take me a while to get back to my productivity. 



    The second level of latency that I have to deal with, if I again, am a startup fundraising, and trying to fundraise from a venture capital firm, is the fact that VC firms have portfolio companies, and portfolio companies in some cases right now are going through complex times.



    And the way I normally categorize portfolio companies for a venture capital firm is you either have counter cyclical portfolio companies or cyclical portfolio companies. If they're cyclical, they're aligned with the current economic cycle we're in. If they're counter-cyclical, they're not.



    If they're counter-cyclical at this stage,

    • 40 min
    #9A – Impact of COVID-19 in the World, Venture Capital and Start-ups

    #9A – Impact of COVID-19 in the World, Venture Capital and Start-ups

    We split this episode into two parts: in this, the first part (9A), we discuss the broad implications of COVID-19, the short-term and long-term implications, how this is the “end of the world, as we know it”, but why there are many reasons to be hopeful about the future to come (recorded on April 16th). 



    Look out for the second part of this episode (9B), where we will be focusing on the impact of COVID-19 in the Venture Capital and Start-up ecosystems.



    Navigation:



    Introduction (01:27)

    Section 1 - COVID-19 - “the end of the world, as we know it” (02:36)

    Section 2 - What the future holds (05:53)

    Section 3 - Economic impact (12:03)

    Section 4 - Long term impact of COVID-19 (18:41)



    Our co-hosts:



    Bertrand Schmitt, Tech Entrepreneur, co-founder and Chairman at App Annie, @bschmitt

    Nuno Goncalves Pedro, Investor, co-Founder and Managing Partner of Strive Capital, @ngpedro



    Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news. 

    Subscribe To Our Podcast







    Full transcription: may contain unintentionally confusing, inaccurate and/or amusing transcription errors



    Intro (01:24)



    Nuno: In today's episode, we will be discussing the impact of COVID-19 and the pandemic. Specifically, we will go through an introduction. We are recording this on April 16th so the numbers that we have today, we will also talk about what the future holds.



    We will be sharing the opinions of several people that we've been reading as well as our own opinions. We will be discussing the core assumptions economically and how the world is supposed to recover from this. We will discuss the longterm impact of COVID-19 in our own view, and how do we expect to be exiting this pandemic?



    We will talk about the impact to venture capital firms in their own fundraising, in their own operations. We will discuss the impact on startups, how and where they play, their markets, their operating models, the complexities that they're going through. And finally, we will finish with the impact on board of directors and governance in these companies. We will, be splitting this episode into two so that it is more digestible. We will not be talking about the scientific ramifications of COVID-19, we are not experts in that space and therefore we will stay away from those discussions. 



    Bertrand a difficult start to this episode, it is the end of the world as we know it. The REM song is a little bit happier than this, but in some ways it is the end of the world as we know it.



    Bertrand: But it is not the end of the world.  Hopefully, we are going  to grow back. It's definitely tough times. As of today, we have more than 2 million cases, confirmed. Close to 150,000 dead. It's really, really, big numbers. It's amazing the change in society that have happened over the past few weeks, few months, since early January, since it was starting from Wuhan in China. Expanded to China, and then expanded step by step to the rest of the world. We saw Europe, we saw US, and many other countries are going to get even more impacted from South America to Africa.



    It's an event like you have every 50 or 100 years. So, it's a very, specific moment in time and, a surprising timing for us launching our podcast. Nuno?



    Nuno: It's been an interesting, and by interesting, obviously we can't really minimize the tragedy of what is going on. The stress that is basically affecting all our infrastructure hospitals, food supplies, the effect that we're having in our own lives as people are locked down, they're sheltered in place.



    So in this episode,

    • 34 min

Customer Reviews

5.0 out of 5
18 Ratings

18 Ratings

PatProvence ,

Insightful

Rare to have discussion and analysis on tech with a global view and looking forward into the future. Courageous, honest, insightful.

timThePdcstr ,

Insightful

Great topics with in-depth and insightful discussions. Subscribe!

Top Podcasts In Technology