The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
David Roux is The Disruptor because his investment logic is built on structural provocation. As Silver Lake co-founder and now Baypine executive chairman, he pioneered the notion that private equity could function as a technology transformation engine rather than a purely financial one.
“And it had in it Would allow it to make cuddly noises and wiggle its legs. And I used to bring it with me to all of our fundraising meetings. I wouldn't say a word about it. I'd simply take it out of my briefcase and I would put it on the desk between myself and the prospective investor. I wouldn't say a word about it.”
“We'll have it soon. The first thing you get is probably a product that will be agents, you know, something that works with you, like a partner, right? Like a writing partner that you would use, right? Sort of, you know, think about it as a more advanced version of what you were just describing.”
“And go look for it online rather than waiting for people to find Jew. The other thing that we're doing there is that we have highly automated manufacturing.”
“So the way I oftentimes say it is that it's easy to describe. It's just really hard to do. And it's hard to do because you need to understand the technology itself. You need to know the vendors. You need to be able to set priorities.”
Masters in Business: “Opportunities for Digital Transformation Capital with David Roux”
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