If I were to put this tweet in my own words in order to convince others of its truth I'd say something like: companies in industries that have met both of the n

If I were to put this tweet in my own words in order to convince others of its truth I'd say something like: companies in industries that have met both of the necessary conditions of having unionized workforces [0] could probably be improved by the application of recent technological progress to that company's operations, but most large companies lag in their efforts to refactor their processes, so there's an opportunity for brand-new companies to gain market share by using new technology in ways that make them categorically better at delivering the product or service associated with that industry. The problem I have with this tweet is that it makes PG look like an arrogant, detached asshole. It's the kind of thing that non-VC's imagine that VC partners say amongst themselves while swilling $500 organic Merlot in their palatial estates in Woodside. PG to a great extent is seen by the outside world as speaking for the Valley, which is usually a good thing because usually the stuff he puts out there is thoughtful and makes him look smart. I'd say this tweet is a pretty big outlier from that pattern. [0]These are: a) existing for long enough and b) employing enough people that their workforces decided to unionize