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, 13 Oct 2024 — a date, and nothing else. It is not a claim about who reached a view first.
-
Bill Gurley
2
thin
11 Dec 2012 – 25 Sep 2024
-4324 d
-
David Friedberg
2
thin
11 Sep 2024 – 11 Sep 2024
-32 d
- Jensen Huang 1 thin 13 Oct 2024 – 13 Oct 2024 +0 d
- David Sacks 2 thin 31 Jan 2025 – 31 Jan 2025 +110 d
-
Gavin Baker
2
thin
9 Dec 2025 – 9 Dec 2025
+422 d
The chronologysourced and dated, oldest first
-
-
Bill Gurley
Gurley argues smartphones enable apps to replace expensive dedicated embedded devices at dramatically lower cost.
“I mean we were talking earlier about local, the things you can do now that I can write an app instead of building a dedicated embedded device that would have cost $2, it's night and day.”
-
-
-
“So what's happened in biologicals is historically input companies would try and inoculate microbes or get them to grow that they were grabbing from the environment.”
-
David Friedberg
Friedberg notes DNA sequencing costs dropped from $100 million twenty years ago to $100 today, enabling new biological discovery approaches.
“Now DNA sequencing costs have gotten so cheap, right? Twenty years ago it cost $100,000,000 to sequence the human genome. Today it costs 100, and you can do it in a few hours.”
-
Bill Gurley
Gurley explains Strawberry requires 10X processing for linear improvement, meaning 10-100X inference costs for better solutions.
“in order to get linear improvement, you have to do maybe 10X the amount of processing. And this is all inference. So what are the implications of that?”
-
Jensen Huang
Huang claims NVIDIA reduced computing costs 100,000x in ten years versus Moore's Law's 100x.
“we drove the marginal cost of computing down by 100000x over the course of ten years. Moore's law would have been about 100x. And we did it it in several ways.”
-
-
-
David Sacks
Sacks says the $6 million DeepSeek training cost claim should be debunked, corroborated by industry leaders.
“On this one, I'm with Palmer Luckey and Brad Gerstner and others, and I think this has been pretty much corroborated by everyone I've talked to that that number should be debunked.”
-
David Sacks
Sacks says DeepSeek's compute cluster costs over $1 billion, contradicting the $6 million narrative.
“you add up the the cost of a compute cluster with 50,000 plus hoppers and it's gonna be over $1,000,000,000.”
-
Gavin Baker
Baker says AI is the first time in his career that being the low-cost producer matters in tech.
“And this is really important because AI is the first time in my career as a tech investor that being the low cost producers ever matter.”
-
Gavin Baker
Baker says AI is the first time in tech where being the low-cost producer matters economically.
“AI is the first time in my career as a tech investor that being the low cost producers ever matter. Apple is not worth trillions because they're a low cost producer of phones.”
-
Where they overlapsame programme, same subject
- BG2 Pod also carries Bill Gurley and Jensen Huang on this subject, at different times.