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Roland Austrup

Roland Austrup

Jul 10, 2026

5:14
go to market let's say and how to reach customers and put the technology in front of them so these ideas they die sometimes even before they come out to life which is i think make a lot of sense now when roland you are evaluating a corporate technology what kind of i would say signals you look for that you would say hmm like based on this i think You know, there's a large chance that maybe a standalone company can be spun out of this, you know, larger organization to take this new technologies to the new level.
5:53
Yeah.
5:53
So, I mean, the biggest thing that we have to do and look at, I mean, we have a very disciplined process and I'll kind of walk you through it.
6:01
There are really, I think, four gates is the best way to describe it.
6:05
The first thing is you have to be able to quantify the opportunity set and what is the market need that that technology is addressing? How large is that market? And then are there other solutions for that market? Because that's effectively what we're looking at.
6:23
We're looking at technologies that address major unmet market needs.
6:28
We're not trying to find things that incrementally improve.

28 MINS LATER

34:34
And we talked about AI, we talked about infrastructure, but other than the inflection point that AI is causing in a lot of industries, what other trends maybe we're not hearing much about, but you're seeing them, that they are also at an inflection point and they will be largely overlooked by investors and maybe enterprise leaders? I would say in the coming two, three years, five years, maybe.

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