Who is on this subjectordered by the date of their first quote here
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 12 May 2021 — a date, and nothing else. It is not a claim about who reached a view first.
-
Gavin Baker
1
thin
26 Nov 2019 – 26 Nov 2019
-533 d
-
Bill Gurley
2
thin
12 May 2021 – 8 Feb 2024
+0 d
-
Brad Gerstner
3
thin
22 Jun 2024 – 31 Jul 2025
+1137 d
The chronologysourced and dated, oldest first
-
-
Gavin Baker
Baker argues used iPhone resale value enables Apple to charge premium prices while maintaining lower effective consumer cost.
“When you trade in your phone, you capture that. That lets the used iPhones retain their value better, supports a dramatic price premium for Apple.”
-
-
-
Bill Gurley
Gurley argues Google and Facebook's power led investors to wrongly believe consumer businesses are over.
“I think over the past three or four years, mainly because of the power of Google and Facebook that a lot of people have come to tell themselves that consumers over.”
-
-
-
Bill Gurley
Gurley identifies long-term memory as a major unsolved problem preventing AI from becoming true personal assistants.
“I do think this memory issue is a big, big deal, at least on the consumer side. So none of the major contenders today can remember who you are because it would require them.”
-
Brad Gerstner
Gerstner estimates OpenAI's consumer business represents $2.1 billion of roughly $3-4 billion total revenue.
“It would imply that there are about 2.1 of the three four is the consumer business”
-
Brad Gerstner
Gerstner reports OpenAI consumer product has 65% annual churn rate based on credit card data.
“At least for the cohorts that are old enough, the churn's about 65% annually. So they're only 35% retaining, which Sax had hinted at on all in.”
-
-
-
Brad Gerstner
Gerstner argues consumer ownership, not hardware, determines value; Google dominated for twenty years this way.
“The battle for the consumer is ultimately where the value accrues, Sonny, not who runs, you know, what hardware.”
-
Where they overlapsame programme, same subject
- BG2 Pod also carries Bill Gurley and Brad Gerstner on this subject, at different times.