335: In this interview, Barry discussed industry 4.0, how Lightspeed approaches investments, among other topics including: Industry 4.0 as the digitization of the manufacturing sector The core technology trends that are enabling Industry 4.0, such as connectivity and computational power, intelligence, human/machine interactions, and digital/physical conversions Barry’s timescale for the adoption of Industry 4.0 technologies amongst large enterprises The degree to which established manufacturing companies understand and are responding to the threats and opportunities presented by Industry 4.0 How Lightspeed, as a theme-oriented venture firm, approaches investing in the Industry 4.0 space How Lightspeed investigates technology themes and their applicability across sectors and industries How Barry thinks about the security implications of new technologies such as IoT The differentiating factors Barry looks for when making an investment, such as the management team and core technologies The genesis of Lightspeed Ventures, which Barry founded in 1999 How the partners divide up themes and determine where each will focus