Who is on this subjectordered by the date of their first quote here
1 of 2 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 2 Apr 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
2
thin
2 Apr 2020 – 2 Apr 2020
+0 d
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Bill Gurley
5
13 Oct 2024 – 5 Mar 2026
+1655 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker says investors are running a new metric: days of solvency with zero revenue.
“Days of liquidity with zero revenue has been the acid liquidity test that I think a lot of investors have been working through.”
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Gavin Baker
Baker says investors are running a new metric: days of solvency with zero revenue.
“Days of liquidity with zero revenue has been the acid liquidity test that I think a lot of investors have been working through. And then from a broader perspective, I think a couple of insights.”
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Bill Gurley
Gurley says analysts miss NVIDIA's ecosystem thinking and multi-year planning beyond current architecture.
“I think analysts always focus on the current architectural bet. But I think one of the biggest takeaways from this conversation is that we're thinking about the entire ecosystem and many years out.”
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Bill Gurley
Gurley identified Dell's 10-to-1 advantage over Compaq using return on invested capital analysis.
“we had done some analysis using this new tool called return on invested capital, and they had like a 10 to one advantage over Compact and the other companies because of how they worked their inventory and their positive cash flow cycle. And we went positive on it.”
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Bill Gurley
Gurley used return on invested capital analysis showing Dell had 10 to 1 advantage over Compaq.
“we had done some analysis using this new tool called return on invested capital, and they had like a 10 to one advantage over Compact”
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Bill Gurley
Gurley says Michael Dell acknowledged that Gurley's ROIC analysis revealed insights Dell didn't know about their own business.
“Michael kindly tweeted about my book the other day and said he taught us some things we didn't know ourselves about our business.”
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Bill Gurley
Gurley notes the professor analyzing Uber admitted he had never used the product, only taxis.
“Not only that. In in the in the report of his, which a summary version got public, but I found the background version, he admits that he had never ridden Uber and only taken taxis.”
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