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, 9 Feb 2023 — a date, and nothing else. It is not a claim about who reached a view first.
-
David Friedberg
4
thin
9 Feb 2023 – 9 Feb 2023
+0 d
-
Bill Gurley
3
thin
10 Oct 2023 – 23 Dec 2024
+243 d
- Paul Atkins 1 thin
The chronologysourced and dated, oldest first
-
-
David Friedberg
Friedberg argues decentralized funding networks suffer from adverse selection where storytellers win over qualified candidates.
“The problem with decentralized networks is often you see adverse selection. You see this in, like, the insurance industry.”
-
“You see this in, like, the insurance industry. The term is often used to adverse selection where, it's the best storyteller that wins, not necessarily the best candidate.”
-
David Friedberg
Friedberg reports Altos Labs raised $3 billion from Bezos and others to recruit academic research teams.
“And they've been going out and just grabbing some of the best academic and research teams out there that are like, they brought a ton of people out from UCSF.”
-
David Friedberg
Friedberg believes Altos Labs' $3 billion model of acquiring academic teams will likely yield commercial breakthroughs.
“I think it's a really interesting model. I'm really curious to see what comes out of Altos Labs, given that the number of teams that they've gone out and like vacuumed up from academia, the probability of that portfolio of teams having a breakthrough or a set of breakthroughs that has commercial success is very high.”
-
Bill Gurley
Gurley notes AI companies have raised billions of dollars each at unprecedented levels despite being early stage startups.
“So yeah, you could call them early stage startups, but you could also I mean, who they've raised billions of dollars each, you know,”
-
-
-
Bill Gurley
Patel distinguishes NVIDIA's revenue from positive cash flows versus Cisco's dot-com era credit-funded telecom buildout
“Cisco's revenue, a lot of it was funded through private slash credit investments into building out telecom infrastructure. Right? When we look at NVIDIA's revenue sources, very little of it is private slash credit.”
-
“The Middle East, the sovereign wealth funds in Singapore and and Nordics and, you know, Canadian pension fund and all these folks.”
-
-
-
Paul Atkins
Atkins reports commenters want the SEC to take more responsibility for managing and funding the CAT.
“One theme emerges from the comment file: investors and market participants want the Commission to take more responsibility for managing and funding this project.”
-