business models: everyone on the record — The Minutes https://minutesof.com/on/business-models/ Everyone on the record about business models: 5 verbatim quotes from 5 people, November 2019 to July 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:32:50 +0000 Dylan Patel: Base Ten, like Tuhin's probably made more money off of, you know, Minimax or GLM or DeepSeq than https://minutesof.com/q/bc9bc32d-ed63-4407-9996-83d0f02a8714/ https://minutesof.com/q/bc9bc32d-ed63-4407-9996-83d0f02a8714/ “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.” — Dylan Patel, RAISE Summit Wed, 22 Jul 2026 16:52:46 +0000 business models Bill Gurley: Gurley suggests personal memory features could potentially revive paid AI subscription models. https://minutesof.com/q/77003758-ab00-409c-9da0-e47fce7ac2c0/ https://minutesof.com/q/77003758-ab00-409c-9da0-e47fce7ac2c0/ “If some crazy feature comes along, you know, we've talked about personal memory, maybe that comes back.” — Bill Gurley, BG2 Pod Mon, 29 Apr 2024 21:09:39 +0000 business models Marc Rowan: Rowan questions whether regional banks can remain in the loan business given higher costs and depo https://minutesof.com/q/4aed1690-b7d0-4063-b24c-63e422987935/ https://minutesof.com/q/4aed1690-b7d0-4063-b24c-63e422987935/ “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?” — Marc Rowan, CNBC Television Mon, 01 May 2023 15:24:57 +0000 business models David Friedberg: Friedberg rejects businesses that depend on greenwashing and premium pricing to make consumer https://minutesof.com/q/60f5ebdd-6507-492c-9c4d-4740f3d1ea05/ https://minutesof.com/q/60f5ebdd-6507-492c-9c4d-4740f3d1ea05/ “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.” — David Friedberg, Consumer VC with Mike Gelb Sun, 30 Apr 2023 12:51:57 +0000 business models Gavin Baker: Baker argues customer acquisition cost is replacing rent as the primary cost for many businesses. https://minutesof.com/q/dcafe473-16fe-480f-af13-3dcb7d361e7a/ https://minutesof.com/q/dcafe473-16fe-480f-af13-3dcb7d361e7a/ “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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 business models