301. How to catch the next tech investment wave

Whether you're starting a tech venture or investing in one, you need to understand how to spot the next tech investment trend.

Why?

Because if your venture or your portfolio is riding the wave of a genuinely transformative technology, you have a structural advantage. If it isn't, you're pushing uphill.

And here is the good news: you do not need a computer science degree to do this!

In this episode, Sophia Matveeva speaks with Igor Pejic — an expert on tech-driven shifts and investing — about the framework that lets any intelligent person spot transformative technology waves before they go mainstream.

Igor is an award-winning author whose previous books earned him the Independent Press Award and a finalist place at the Bracken Bower Prize — awarded by McKinsey and the Financial Times.

His work has appeared in the New York Times, Forbes and Bloomberg. He has advised Fortune 100 companies and held senior positions in banking and payments.

His new book is out in May: Tech Money: A Guide to the New Game of Technology Investing is out this spring.

Listen to learn:

Why the metaverse failed while AI succeeded — and the signals that told you this years in advance
How McKinsey predicted natural language AI wouldn't arrive until the 2040s — and what that tells us about relying on expert opinion
The four non-technical indicators you can track right now to spot the next transformative technology
Whether the AI bubble is coming — and how it compares to the dot-com era
Why being too deep in the technical details can actually make you a worse technology investor

Timestamps:

00:00 - Introduction: Why non-experts can catch tech waves
03:53 - Why the metaverse failed and Gen AI succeeded
06:07 - The adoption problem: $100 billion for 900 daily users
09:30 - Catching tech trends early: The technology adoption lifecycle
12:10 - How much tech knowledge do you really need?
16:31 - Finding the sweet spot: Risk vs reward in tech investing
19:20 - The AI bubble: Comparing to the dot-com era
23:12 - Why this time is different: Big tech vs dot-com startups
25:41 - Using investment frameworks for founding decisions
27:04 - Closing and resources

Free AI Mini-Workshop for Non-Technical Founders

Learn how to go from idea to a tested product using AI — in under 30 minutes.

Get free access here: techfornontechies.co/aiclass

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Transcript: https://www.techfornontechies.co/blog/how-to-catch-the-next-tech-investment-wave

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