Notable Capital's Glenn Solomon: generative media is early innings — 300-person conference today could be 5,000 in four years

the firm? 25 years ago. 2000. No, I know. But like what was it? 2000 Was it March? Was it during the crash? Like when when uh do you remember the month specifically? It was February. Uh so early in the year. So you basically went on a roller coaster. You started up here and then just that's little known fact though.

It's actually good to found a firm right about then because you don't get in you can deploy you can deploy in the valley of despair. Wow. Exactly. Exactly. That is a great great timing. Great timing. Uh amazing. So So yeah, walk us through uh some reactions to the event so far.

So uh you know it's it's been really cool to be here. It's the first uh generative media conference that FAL put on. really their first user conference and there's about 300 people here and you can just feel the energy amongst the developers who are building all kinds of amazing applications using generative media.

It kind of reminds me I was lucky enough to invest early in Hashi Corp in 2016.

And I was at their first user conference up in Portland and there was 150 people in the room uh basically anybody who wanted to attend could and it was uh you know a bunch of very intrepid DevOps professionals who saw the future somewhat similar to Hashi Corp.

And the reason I mention is cuz four or five years later at uh their user conference in San Francisco there was 5,000 people uh and I think this is the start of something very similar. We're going to see this industry grow dramatically over the next several years.

And it would not surprise me if you know uh Dreamforce Lookout uh this this generative media conference is going to be really big over the next several years. I believe it.

What uh uh Burr was saying there's a an architecture firm uh talking at the event on on how they're using what what are some of the other maybe more like edge cases, niche use cases that you're seeing?

Well, definitely advertising, marketing, uh you know, your feed on social media, uh entertainment, education, all of these things are people spend dramatic amounts of money today, hundreds of billions of dollars on, uh content production for traditional media. I think that's all going to shift over time.

uh and we're just starting to see the early early days of that but clearly there's going to be a shift because using generative media you can move much quicker it's less expensive you could be much more targeted in what you do so I think all those industries are in experiment experimentation mode maybe first second inning but it's early but one of the things I I uh heard about today that I thought was really interesting is really the net new applications that I think are going to come as well things that don't exist yet today a good maybe uh harbinger of That would be like if you've ever been to the sphere uh in in Las Vegas, you know, you look at the geometry there and the just sheer size of the place, traditional media couldn't really solve that problem and create an immersive experience.

And so that's a great area where generative media is doing something that couldn't be done in the past. So I think you're going to see both replacement and over time net new. And I think that's what that's why uh uh people are so excited about what's going on here today. Makes a lot of sense. Yeah, that's amazing.

Uh, well, thank you so much for stopping by the show. We'd love to talk to you more, but uh, first guest appearance from a podium. Yeah, hey, I'm I'm a longtime listener, first time caller. This has been awesome. Thank you guys. Amazing. Well, come back on again soon and uh, have fun out there.

Give our best to everybody at the event. We will. We'll do. Thanks, man. Cheers. We'll talk to you soon. Uh, let me tell you about Basel. You got to go to kebazzle. com. just concier a hitter. They're available now to source you any watch on the planet. Uh I'm I'm really pushing John to get the