Who is on this subjectordered by the date of their first quote here
5 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 1 May 2023 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
1
thin
26 Nov 2019 – 26 Nov 2019
-1252 d
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David Friedberg
1
thin
30 Apr 2023 – 30 Apr 2023
-1 d
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Marc Rowan
1
thin
1 May 2023 – 1 May 2023
+0 d
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Bill Gurley
1
thin
29 Apr 2024 – 29 Apr 2024
+364 d
- Dylan Patel 1 thin 22 Jul 2026 – 22 Jul 2026 +1178 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker argues customer acquisition cost is replacing rent as the primary cost for many businesses.
“CAC is the new rent. Customer acquisition cost, online ad spend. It's not just replacing other forms of ad spend. For a lot of businesses, it is replacing rent. Storefronts.”
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David Friedberg
Friedberg rejects businesses that depend on greenwashing and premium pricing to make consumers feel good about themselves.
“I'm not a huge believer or a huge fan of businesses that depend on kind of greenwashing and charging a premium to people to make themselves feel better about the decisions that they're making.”
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Marc Rowan
Rowan questions whether regional banks can remain in the loan business given higher costs and deposit uncertainty.
“If you pay more for your deposits, if you have increased costs from operations, from regulation, and all of a sudden you don't know about the stickiness of your deposits, are you in the loan business anymore?”
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Bill Gurley
Gurley suggests personal memory features could potentially revive paid AI subscription models.
“If some crazy feature comes along, you know, we've talked about personal memory, maybe that comes back.”
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“Base Ten, like Tuhin's probably made more money off of, you know, Minimax or GLM or DeepSeq than those companies have because he's serving those models at scale. And same with, Linett Fireworks.”
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