#34–Winter Has Arrived–Part 2–End of Season 2 … the Burst of the Bubble and the Crisis Upon Us… What’s next?! - a podcast by Bertrand Schmitt & Nuno G. Pedro

In this episode, the end of our 2nd Season, we close our discussion on the crisis that is upon us and deep dive on what will happen next. We finalize with a brief recap of our season 2 and on what we got right and wrong.

Navigation:Intro (01:34)
Section 1: What Will Happen NextSection 2: End of Season 2 - a Quick Recap
ConclusionOur co-hosts:

Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmittNuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro

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Intro (01:34)Bertrand
Welcome to Tech Deciphered episode 34. This is our second episode on the bubble that's finally burst winter that has arrived. We will talk more in this episode about what will happen next. If you want to listen to our episode 33, where we talk about what has happened, what is happening, go back to that episode. And for this one, we'll be focused on future, short-term, medium-term, where we believe this is going.

NunoSo what is happening next? There were some significant changes in the world that we're really not coming back from. And we've heard some amazing things and some well-written analysis, or at least some very pointed notes from people like Benedict Devin and many others that we have inspired ourselves with.

NunoBut in effect that the whole notion of digitization is true, I think we have had a forced digitization over the last two years, which has really brought us forward. Our ability to do ecommerce, our ability to actually use services that we legacy services and have ways of interacting with those services that are more virtual than they were ever before, our ability to get telemedicine and many other things.

NunoSo there's been a lot of moving forward that has been positive. There's a lot of things that, in our personal experiences, for example, in the home, we don't accept anymore. I think Benedict was the one saying no one is going back to cable. I'm not sure that holes in that sense, but obviously there's been a lot of court cutting streaming seems to have one day. Clearly, it was already relatively clear. Probably, it got accelerated through COVID.

NunoWe'll now see the reckoning of that in the next few years on who's going to be the big winners in that space, but certainly, I think that's moved forward. The ability for us to really communicate with each other at a distance is now a theme that needs to be addressed by everyone. So it's no longer an afterthought. It's not like, okay, oh, maybe we can get on a plane and go somewhere. No, no, no, no.

NunoDo we have a good way for our team, for example, in a professional environment, to interact with each other at a distance? What are the tools we have to do that in? So all this notion of hybrid versus remote versus being in the office doesn't really matter. Remote work needs to work. And we've learned our lessons and there is a lot of tools missing. There's a lot of things that haven't been done properly.

NunoWe also know for a fact that there are pieces of the acceleration that we saw in biotech driven by COVID and the vaccines that ultimately are here to stay. So there's definitely not a going back on this either. Obviously, there's a lot of work still to be done in digitization, in particular, across different sectors of the economy.

NunoBut honestly, with all the tragedy that COVID has been and all the crap that we've been embedded in for the last two years as a global society, the silver lining is, guys, we've got the digitization we've been asking for. The whole digital transformation stuff we've been talking about,

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