Who is on this subjectordered by the date of their first quote here
2 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 30 Jun 2022 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
6
26 Nov 2019 – 8 Jul 2026
-947 d
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Howard Marks
1
thin
30 Jun 2022 – 30 Jun 2022
+0 d
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Bill Gurley
11
22 Feb 2024 – 16 Mar 2026
+602 d
- Dylan Patel 3 thin 23 May 2025 – 22 Jul 2026 +1058 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker argues used iPhone resale value is critically important to Apple's business model and pricing power.
“One is, I think the price to used iPhones is critically important to Apple's business model. Why is that? Used iPhones retain their value much better than used Android phones.”
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Gavin Baker
Baker says used iPhone resale value enables Apple to charge consumers less effectively than Android despite higher sticker prices.
“Used iPhones retain their value much better than used Android phones. When you trade in your phone, you capture that.”
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Gavin Baker
Baker argues that 50 basis points of UI/UX superiority can create hundreds of billions in market value.
“Would argue personally they're at parody, but 50 bps is huge. If you're 50 bps better, that can be the foundation of hundreds of billions of dollars in market value.”
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Gavin Baker
Baker says Google found two milliseconds of latency reduction had huge impact on search volumes.
“Google found that milliseconds of latency mattered to search. That if you could take two milliseconds out of search latency, that it had a huge impact on search volumes.”
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Gavin Baker
Baker argues Zoom's superior UI/UX versus Google, Apple, and Facebook products explains its dominance during coronavirus.
“And Zoom's UI and UX for all sorts of reasons is just better than Hangouts, FaceTime or whatever the comparable Facebook product is.”
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Howard Marks
Marks argues readily available quantitative data cannot make you superior because everyone has access to it.
“You have to understand that and process it, but it's not enough because everybody else has it readily available and it's quantitative, so everybody can process it.”
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Bill Gurley
Gurley argues AI memory creates switching costs that lock users in to whichever platform solves it first.
“I start relying on one of these things as my memory and I don't have a way to pull that out and jump to something else, I'm stuck. Yes. Like I am hooked, locked, stuck.”
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Bill Gurley
Gurley argues autocratic China has a massive advantage over the U.S. by avoiding layered regulatory constraints.
“It's likely a massive advantage for China where a more autocratic government can just decide, okay, we're gonna start doing things a new way.”
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Bill Gurley
Gurley argues NVIDIA's moat is misunderstood because it spans the full stack, not just chips.
“one of the most misunderstood things about NVIDIA is how deep the true NVIDIA moat is, right?”
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Bill Gurley
Gurley argues NVIDIA's competitive advantage is strongest in the largest systems, not at the edge.
“it appears to me that NVIDIA's competitive advantage is strongest where the size of the system is largest, which is another way of saying what Renee said. It's flipping it on its head.”
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Bill Gurley
Gurley realizes NVIDIA needs multiple large system companies like CoreWeave to maximize its competitive advantage.
“Like like like if if the biggest systems are where the biggest competitive advantage is, you need as many of these big system companies as you can possibly have.”
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Dylan Patel
Patel notes CoreWeave has fully liquid cooled data centers while hyperscalers are still working on designs.
“They're doing full liquid cooling as well and they're working on those designs, but, you guys have fully liquid cooled data centers.”
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Bill Gurley
Gurley says Chinese founders and VCs study the West at a nauseating level while the West does not study China.
“over lunch, this individual told me, you know, every founder and every VC in China studies the West at a nauseating level.”
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Bill Gurley
Gurley reports Chinese founders and VCs study the West exhaustively while the West does not reciprocate for China.
“They read everything they possibly can. They study any speech. They look at the financials. And he said, the West doesn't do that of China.”
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Bill Gurley
Gurley reports Chinese VCs told him Chinese founders study US relentlessly while Americans don't study China.
“They watch the YouTube interviews. They listen to the podcast. They study them like crazy. He said, founders and and VCs in America don't study Chinese.”
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Dylan Patel
Patel claims his company now moves 10 times faster than competitors using Cloud Code.
“Now with Cloud Code, think we move 10 times the speed of any of our competitors. Right? It's actually insane.”
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Bill Gurley
Gurley argues AI models contain only written best practices, not edge knowledge being discovered today.
“So AI and large language models are recording like all the best practices that have been written down. But the stuff that's on the edge that's being discovered today is not in the models.”
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Bill Gurley
Gurley argues AI captures documented best practices but misses cutting-edge knowledge being discovered now.
“AI and large language models are recording like all the best practices that have been written down. But the stuff that's on the edge that's being discovered today is not in the models.”
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Bill Gurley
Gurley argues humans evolve with tools and modern tools create overwhelming competitive advantages.
“Like you're if you're a farmer with a tractor and a drone thing and all this stuff, you're going to run over a farmer with a hoe and a and a donkey.”
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Gavin Baker
Baker explains semiconductor manufacturing advantage comes from recipe not ingredients, despite using same equipment.
“And semi's and semiconductor manufacturing, you have a big advantage if you were ahead. Everybody it's like baking. Everybody uses the same ingredients or whatever.”
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Dylan Patel
Patel warns companies will lose if managers cannot distinguish LCMs from transformers and understand different architectures.
“Right? If if you're not gonna understand these systems if your managers haven't taken the time to understand the different architectures.”
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Where they overlapsame programme, same subject
- Invest Like the Best also carries Bill Gurley and Gavin Baker on this subject, at different times.