disruption: everyone on the record — The Minutes https://minutesof.com/on/disruption/ Everyone on the record about disruption: 12 verbatim quotes from 4 people, December 2012 to March 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:32:56 +0000 Bill Gurley: Gurley warns people who chose safe jobs without loving them are sitting ducks for AI technology. https://minutesof.com/q/2349db67-caed-4da5-a643-a91df3d9302b/ https://minutesof.com/q/2349db67-caed-4da5-a643-a91df3d9302b/ “I think you're those are the people, oddly enough, that are kinda sitting ducks for this new technology that's coming along.” — Bill Gurley, Aaron Lazar: Impossible Dreams Tue, 31 Mar 2026 13:00:15 +0000 disruption Howard Marks: Marks expresses concern that AI moves faster than society can adjust, creating a formula for dis https://minutesof.com/q/bb61e436-2a86-4fae-9814-5a87609bf7a8/ https://minutesof.com/q/bb61e436-2a86-4fae-9814-5a87609bf7a8/ “So one of my concerns is that AI moves faster than the ability of society to adjust to it. And that and that is a formula for disruption.” — Howard Marks, CNBC Television Thu, 05 Mar 2026 17:25:57 +0000 disruption Brad Gerstner: Gerstner predicts BPO companies face disruption as voice and video modalities threaten their co https://minutesof.com/q/24f97ec7-6724-4dfe-b63e-5092ace9cb23/ https://minutesof.com/q/24f97ec7-6724-4dfe-b63e-5092ace9cb23/ “BPO companies woke up yesterday and they're like oh my god, this is about voice, this is about call centers, this is about video in, this is about you know?” — Brad Gerstner, BG2 Pod Thu, 16 May 2024 19:31:21 +0000 disruption Brad Gerstner: Gerstner says there's growing confidence that search dollars will redistribute over 5-7 years, https://minutesof.com/q/aeb92c7b-6dd5-40ed-86cb-d645bccc00c9/ https://minutesof.com/q/aeb92c7b-6dd5-40ed-86cb-d645bccc00c9/ “And make no mistake, Google is well positioned to make its claim for that, but its claim is going to come at the expense of search.” — Brad Gerstner, All-In Podcast Fri, 16 Jun 2023 20:55:00 +0000 disruption Gavin Baker: Baker argues AI is now eating software, extending Andreessen's famous thesis. https://minutesof.com/q/ecd24ff9-a848-4d28-8d36-42c5c7400b7a/ https://minutesof.com/q/ecd24ff9-a848-4d28-8d36-42c5c7400b7a/ “Marc Andreessen wrote this op ed, whatever it was, ten years ago about how software is eating the world. Now AI is eating software.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 disruption Gavin Baker: Baker argues we may be entering peak disruption, seventy to one hundred years after the microchip https://minutesof.com/q/0cfb7c5a-c527-4a0b-851b-25e8158fa91e/ https://minutesof.com/q/0cfb7c5a-c527-4a0b-851b-25e8158fa91e/ “I would argue peak economic, political, social change as a result of that invention was seventy to one hundred years later during the peak of the industrial revolution eighteen twenty to eighteen fifty.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 disruption Gavin Baker: Baker predicts thirty to forty more years of rapid disruption, comparing the 1959 microchip to Wa https://minutesof.com/q/76c2769e-e180-49e1-b198-32c19ecf96e0/ https://minutesof.com/q/76c2769e-e180-49e1-b198-32c19ecf96e0/ “And in some ways, I think of the invention of the microchip in 1959 as being or the integrated circuit as being analogous to James Watt's invention of the rotary steam engine in 1761.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 disruption Gavin Baker: Baker argues we have thirty to forty years of rapid disruption ahead, comparing the microchip to https://minutesof.com/q/66bb22b3-09d2-4a87-9a71-ff14a3b5cb60/ https://minutesof.com/q/66bb22b3-09d2-4a87-9a71-ff14a3b5cb60/ “I would argue her work and kind of history suggests that we have another thirty to forty years of rapid and powerful disruption ahead of us.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 disruption Bill Gurley: Gurley argues private companies now have more capital than incumbents for the first time in histo https://minutesof.com/q/9a59c3ce-68cd-4fcf-8fc2-7dba9b9a68c9/ https://minutesof.com/q/9a59c3ce-68cd-4fcf-8fc2-7dba9b9a68c9/ “And for the first time in history, I believe private companies are the ones with more money and are attacking the long held incumbents, which is a radical thing to think about.” — Bill Gurley, Invest Like the Best Tue, 02 Jul 2019 09:30:00 +0000 disruption Bill Gurley: Gurley explains Innovator's Dilemma: disruptive products succeed by targeting customers who rejec https://minutesof.com/q/60b1ab7a-113e-44ad-a3f3-3209723b061a/ https://minutesof.com/q/60b1ab7a-113e-44ad-a3f3-3209723b061a/ “Products that are able to be disruptive get over designed. They get over feature rich, they get complex, they get heavy.” — Bill Gurley, This Week in Startups Fri, 07 Apr 2017 23:27:51 +0000 disruption Bill Gurley: Gurley states local advertising peaked at over one hundred billion dollars around 2006. https://minutesof.com/q/4bab6181-ca90-483d-8bd7-4b5b50c61a14/ https://minutesof.com/q/4bab6181-ca90-483d-8bd7-4b5b50c61a14/ “So local advertising measured by a bunch of different groups peaked at about the same time at over 100,000,000,000.” — Bill Gurley, SVTV Mon, 17 Dec 2012 16:59:38 +0000 disruption Bill Gurley: Gurley says Yellow Pages took eighty years to peak but fell by half in less than six years. https://minutesof.com/q/4709c336-64d3-4140-be41-f8e913d900a0/ https://minutesof.com/q/4709c336-64d3-4140-be41-f8e913d900a0/ “So in a six it took eighty years for it to reach that pinnacle and in less than six, it's more than fallen in half.” — Bill Gurley, SVTV Mon, 17 Dec 2012 16:59:38 +0000 disruption