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    <title>growth: everyone on the record — The Minutes</title>
    <link>https://minutesof.com/on/growth/</link>
    <description>Everyone on the record about growth: 26 verbatim quotes from 9 people, October 2020 to August 2026, in one chronology, each with a timestamp and a link to…</description>
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    <item>
      <title>John Williams: Williams expects trade and immigration policies combined with uncertainty to weigh on growth.</title>
      <link>https://minutesof.com/q/76678b47-6bf5-4cc3-b031-a4a0c7b2d3b7/</link>
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      <description>“But based on what the data tell us today, I expect the combined effects of trade and immigration policies and associated uncertainty to continue to weigh on growth.” — John Williams, NY Fed speeches</description>
      <category>growth</category>
    </item>
    <item>
      <title>John Williams: Williams expects real GDP growth of about 1 percent in 2025.</title>
      <link>https://minutesof.com/q/59635bdb-6a77-471d-bb42-d107064b762f/</link>
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      <description>“As a result, I expect real GDP growth this year to be about 1 percent.” — John Williams, NY Fed speeches</description>
      <category>growth</category>
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    <item>
      <title>John Williams: Williams expects real GDP growth to slow considerably to just over 1 percent this year.</title>
      <link>https://minutesof.com/q/c9e6ca7e-839e-4893-a88a-169901e07ad9/</link>
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      <description>“I expect real GDP growth this year will slow considerably from last year’s pace, to just over 1 percent.” — John Williams, NY Fed speeches</description>
      <category>growth</category>
    </item>
    <item>
      <title>John Williams: Williams says real GDP grew 2 percent in 2025 and expects that pace to continue this year.</title>
      <link>https://minutesof.com/q/709d08fc-70ef-48c0-a1ab-b333709d73f3/</link>
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      <description>“Real GDP grew 2 percent in 2025 and is poised to maintain that pace for the rest of this year.” — John Williams, NY Fed speeches</description>
      <category>growth</category>
    </item>
    <item>
      <title>John Williams: Williams says first-half GDP growth was about 1.5 percent, well below last year&#x27;s 2.5 percent p</title>
      <link>https://minutesof.com/q/c99d1bc3-9b79-4e84-9d14-7aaac39bd9ae/</link>
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      <description>“Looking through the downs and ups in the data, growth in the first half of the year was about 1-1/2 percent, well below last year’s 2-1/2 percent pace.” — John Williams, NY Fed speeches</description>
      <category>growth</category>
    </item>
    <item>
      <title>Scott Bessent: as I talked about at at g twenty in Asheville, we&#x27;re going to talk about The US growth strategy</title>
      <link>https://minutesof.com/q/a8570a5a-0741-427e-9474-eeb39b27bff9/</link>
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      <description>“as I talked about at at g twenty in Asheville, we&#x27;re going to talk about The US growth strategy and encourage the rest of the world to come along with us.” — Scott Bessent, Forbes Breaking News</description>
      <pubDate>Thu, 20 Aug 2026 21:40:21 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Marc Rowan: Rowan states $50 billion of signed deals will benefit future quarters and pipeline is at record st</title>
      <link>https://minutesof.com/q/842aba7c-cee7-4b11-87ef-cb99faec4989/</link>
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      <description>“$50,000,000,000 of signed and announced in Q2 will benefit coming quarters. The pipeline has never been stronger” — Marc Rowan, i101</description>
      <pubDate>Tue, 04 Aug 2026 22:00:07 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Bill Gurley: Gurley suspects some AI companies are reselling tokens below cost, creating unsustainable growth.</title>
      <link>https://minutesof.com/q/65d95540-d4fb-4137-a233-cc618df80c3c/</link>
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      <description>“I suspect there are companies that are selling, reselling tokens from Amazon or Anthropic or whoever at a price lower than they&#x27;re paying for them. And which looks like growth, but it is unsustainable.” — Bill Gurley, Forbes</description>
      <pubDate>Mon, 13 Jul 2026 11:00:14 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Brad Gerstner: Gerstner predicts AI companies ending the year over $100B could triple to quintuple revenue nex</title>
      <link>https://minutesof.com/q/5f3c7550-2121-4825-8582-416232c8b742/</link>
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      <description>“If these guys end the year over 100,000,000,000, I think that they&#x27;re on a revenue trajectory that they could three to five x again next year.” — Brad Gerstner, All-In Podcast</description>
      <pubDate>Sat, 11 Jul 2026 16:00:19 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Brad Gerstner: Gerstner reports Snowflake beat consensus with 33% growth versus 27% expected and raised full y</title>
      <link>https://minutesof.com/q/75c343f6-1ea3-4d3c-9e62-2a776bc99af9/</link>
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      <description>“33% growth, accelerating growth versus consensus of 27% growth. They took up their full year guide by more than their q one beat.” — Brad Gerstner, CNBC Television</description>
      <pubDate>Thu, 28 May 2026 17:00:15 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Gavin Baker: Baker says Anthropic adding $11B ARR in one month is unprecedented in capitalism&#x27;s history.</title>
      <link>https://minutesof.com/q/82588e90-fe83-47b1-a16e-aafdc15f56df/</link>
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      <description>“Anthropic added their combined businesses in one month. Nothing like that has ever happened in the history of capitalism.” — Gavin Baker, Invest Like the Best</description>
      <pubDate>Wed, 20 May 2026 08:00:00 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>David Friedberg: Friedberg states Koch Industries scaled 9,000X by building a compounding advantage through it</title>
      <link>https://minutesof.com/q/f0131fd1-99bc-4434-b612-afe70dbd69f7/</link>
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      <description>“And you&#x27;ve scaled 9,000 X. You&#x27;ve built a compounding advantage in your business. Right. As is the case with all successful capitalists, you build a compounding advantage.” — David Friedberg, All-In Podcast</description>
      <pubDate>Tue, 12 May 2026 21:17:30 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Dylan Patel: Patel says email growth slowed significantly after leaving Substack despite having dedicated SEO</title>
      <link>https://minutesof.com/q/b6d41185-c60d-4e95-a6a0-8c50e18902cb/</link>
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      <description>“And then I left Substack and it went back to like this, the email capture.” — Dylan Patel, Chris Best Substack</description>
      <pubDate>Fri, 31 Oct 2025 18:23:40 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Dylan Patel: Patel says email capture growth accelerated dramatically on Substack but fell back after leaving</title>
      <link>https://minutesof.com/q/183e7331-dac8-497f-b275-4421d7096894/</link>
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      <description>“And then I added Substack and growth went like this. And then I left Substack and it went back to like this, the email capture.” — Dylan Patel, Chris Best Substack</description>
      <pubDate>Fri, 31 Oct 2025 18:23:40 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Dylan Patel: Patel says SemiAnalysis grew from one person two and a half years ago to 50 people this week, com</title>
      <link>https://minutesof.com/q/30c79ef9-7f28-4296-855a-3caf989be32b/</link>
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      <description>“Actually, this week we find that we hit 50 people, so having started it five years ago to now, and I&#x27;ve hired my first person two and a half years ago, We&#x27;ve now grown to 50 people just completely organically, so it&#x27;s been a hell of a ride.” — Dylan Patel, Chris Best Substack</description>
      <pubDate>Fri, 31 Oct 2025 18:23:40 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>David Friedberg: Friedberg distinguishes between mere acceptance and learning from failure to achieve growth a</title>
      <link>https://minutesof.com/q/a6463d46-b84f-42f4-87a4-4d5001e24b27/</link>
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      <description>“You accepted it, but you&#x27;re not growing from it. Once you actually learn from that, then you have that growth and you have a progression.” — David Friedberg, NPTE Final Frontier</description>
      <pubDate>Fri, 03 Oct 2025 11:51:33 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Brad Gerstner: Gerstner reports Microsoft expects Azure revenue to accelerate despite already growing 34% on a</title>
      <link>https://minutesof.com/q/fc678a4f-5eda-42b1-aae4-a76a32a97f3d/</link>
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      <description>“Microsoft, which is on $66,000,000,000 run rate at Azure, has said they expect q one and q two Azure revenue to accelerate. Think about that, Bill. Azure is growing at 34% on a $66,000,000,000 base,” — Brad Gerstner, BG2 Pod</description>
      <pubDate>Thu, 21 Nov 2024 19:09:14 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Howard Marks: Marks reports growing his memo distribution from 100 readers in 1990 to 300,000 subscribers toda</title>
      <link>https://minutesof.com/q/3887a1e4-2f29-477a-aa05-ed82e40e3026/</link>
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      <description>“So, you know, from probably a 100 or so in 1990, I think now we&#x27;re up to 300,000 subscribers and hopefully they pass it around.” — Howard Marks, David Perell</description>
      <pubDate>Wed, 21 Feb 2024 13:20:30 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Brad Gerstner: Gerstner reports Satya Nadella told him Copilot is Microsoft&#x27;s fastest growing product ever, be</title>
      <link>https://minutesof.com/q/df0aecb4-c8f1-4d99-bfa7-c55e980ce0ca/</link>
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      <description>“Satya, the CEO of Microsoft, who I saw last week, said to me that Copilot is the fastest growing product in the history of Microsoft.” — Brad Gerstner, FII Institute</description>
      <pubDate>Thu, 26 Oct 2023 02:01:13 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Marc Rowan: Rowan says Athene&#x27;s new sales grew from $20 billion four years ago to over $60 billion this year.</title>
      <link>https://minutesof.com/q/7aad7e30-de81-4b7d-b560-3edc415c6fd9/</link>
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      <description>“Four years ago, we were 20,000,000,000 of new sales, then 30,000,000,000, then 47,000,000,000. This year, we&#x27;ll do north of $60,000,000,000 of new sales, and it continues to be.” — Marc Rowan, Barron&#x27;s</description>
      <pubDate>Thu, 11 May 2023 15:16:29 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Marc Rowan: So in 2008, we started with a $16,000,000 equity investment. We ended the year at 330,000,000,000</title>
      <link>https://minutesof.com/q/37064d25-fe93-451a-9e1e-ae46e302d09a/</link>
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      <description>“So in 2008, we started with a $16,000,000 equity investment. We ended the year at 330,000,000,000 and have become the largest provider of retirement products in The US.” — Marc Rowan, Barron&#x27;s</description>
      <pubDate>Thu, 11 May 2023 15:16:29 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Marc Rowan: Rowan says the private credit industry grew from $40 billion AUM in 2008 to $550 billion at Apollo</title>
      <link>https://minutesof.com/q/b64d3992-42a4-4253-a384-cda0fc68249e/</link>
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      <description>“Our entire industry was 40,000,000,000 of AUM. Every one of the companies plus minus in 2008. We ended the year at 550,000,000,000.” — Marc Rowan, CNBC Television</description>
      <pubDate>Mon, 01 May 2023 15:24:57 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>David Friedberg: Friedberg predicts energy production should increase 100-fold over the next century versus 20</title>
      <link>https://minutesof.com/q/d3e14afe-07e1-458d-bf35-8952afe1d4cd/</link>
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      <description>“So we&#x27;ve increased energy production by about 20 fold in the last hundred years on earth. I think in the next hundred years, we can and should increase energy production by over a 100 fold.” — David Friedberg, Dr Brian Keating</description>
      <pubDate>Thu, 09 Feb 2023 18:00:09 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Marc Rowan: Rowan says a $16 million equity investment grew into $270 billion AUM making it the largest retire</title>
      <link>https://minutesof.com/q/f9abb8ea-e00d-4e88-a82f-d29f36f3085c/</link>
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      <description>“And what started out as a $16,000,000 equity investment has now morphed into 270,000,000,000 of AUM and the largest retirement services company in” — Marc Rowan, David Rubenstein</description>
      <pubDate>Wed, 20 Apr 2022 11:09:09 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Bill Gurley: Gurley says Second Life went from zero to 70 million dollars in revenue in under eighteen months.</title>
      <link>https://minutesof.com/q/d4116cc3-3cf5-4bab-b8c8-e208ff849148/</link>
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      <description>“I think the company went from 0 to 70,000,000 in revenue in less than eighteen months.” — Bill Gurley, Invest Like the Best</description>
      <pubDate>Tue, 07 Dec 2021 09:00:00 +0000</pubDate>
      <category>growth</category>
    </item>
    <item>
      <title>Brad Gerstner: Gerstner dismisses valuation concerns for Snowflake at 100x forward sales given 100%+ growth in</title>
      <link>https://minutesof.com/q/0921d69d-1510-4317-a6f7-1afd8a7e5b45/</link>
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      <description>“No growth investor would listen to that and think that there&#x27;s anything unusual about a company growing well over a 100% in the most strategic location of all of software.” — Brad Gerstner, Invest Like the Best</description>
      <pubDate>Tue, 27 Oct 2020 09:30:00 +0000</pubDate>
      <category>growth</category>
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