I’m excited to bring my good friend Om Malik back for a third round of Panic. Om is a partner at True Ventures, a $2B venture capital firm in San Francisco. They have made over 300 investments including WordPress, Peloton, Fitbit, and Blue Bottle Coffee.

Om’s my go to guy about the future. He thinks about the future, invests in the future, and talks about the future. When I talk about the future with Om, I can make better investing decisions. I believe we have witnessed an end of a growth cycle era and who better to help put it all in perspective. Om helps look past the worry and figure out where technology is going next; which is what I’m doing. I’m not sure what’s worked for me over the last 12 years will work going forward. Om is here to help me sort it out.

You can listen to the podcast here on Spotify or Apple podcast and now all the episodes are on my YouTube channel as well. You can click subscribe on any of these channels and get the podcast alert each week.

You can also listen right here on the blog:

More details on the podcast are below…

Guest: Om Malik

Profile: Venture Partner at True Ventures

Where to Find Him: om.co, Twitter

What’s Om Panicked About?: How we underestimate the power of technology and its impact.

Show Notes:

• Introduction (00:42)
• Welcome Om (02:52)
• The world aligning to new technologies (04:01)
• Valuation and tech decoupled (04:51)
• The core thesis hasn’t changed (6:06)
• Today tech is bigger, bolder, more impactful (07:26)
• 5 trillion dollar companies created in the last 12 years (07:37)
• The unknowns make the future of tech exciting (08:43)
• Moving towards a 3D interface with data (09:38)
• Apple M1 chip changes everything (10:02)
• Identity and Authentication are key (14:14)
• Understanding the future of tech (16:07)
• Fixating on ‘labels’ instead of the tech (17:55)
• The digital wallet is the future (18:33)
• The ‘MetaMask’ of the future may come from Apple (19:28)
• The future doesn’t have to be Instagram and Twitter (20:31)
• Trust and Big Tech (21:54)
• Apple is one Tim Cook away from things falling apart (22:01)
• The disappearance of the App store (22:44)
• The wallet is tightly connected to your Smartphone (23:16)
• Policy always lags tech (24:15)
• The ‘Wild West’ analogy for Web3 (25:57)
• Software is important, authentication will be key (26:32)
• Distinguishing between the artificial and real ‘us’ (27:52)
• Metaverse is a euphemism for next gen tech (29:12)
• How will China define the future (30:11)
• Globalization versus Deglobalization (30:44)
• End of one-size-fits-all tech (31:32)
• The current reality of centralization (32:44)
• Twitter is social media marketing (33:17)
• Small subsets of decentralized social networks (33:49)
• Opportunity comes after a crisis (36:47)
• Silicon Valley is a state of mind (37:24)
• Closing thoughts (39:08)
• Wrapping up  (41:55)

Related: 

Living At The Speed Of The Network – Om Malik Joins Me Again On Panic With Friends (EP.79)

Om Malik Joins Me On ‘Panic With Friends’(EP.36)

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