Who is on this subjectordered by the date of their first quote here
6 of 8 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 1 May 2023 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
1
thin
17 Dec 2012 – 17 Dec 2012
-3787 d
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David Friedberg
5
29 Sep 2022 – 11 Sep 2025
-214 d
- Dylan Patel 1 thin 2 Feb 2023 – 2 Feb 2023 -88 d
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Marc Rowan
5
1 May 2023 – 25 May 2026
+0 d
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Jensen Huang
1
thin
21 May 2024 – 21 May 2024
+386 d
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Brad Gerstner
2
thin
25 Sep 2024 – 25 Sep 2024
+513 d
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Gavin Baker
1
thin
4 Aug 2026 – 4 Aug 2026
+1191 d
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John Williams
2
thin
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley states local advertising peaked at over one hundred billion dollars around 2006.
“So local advertising measured by a bunch of different groups peaked at about the same time at over 100,000,000,000.”
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David Friedberg
Friedberg notes the $2 trillion annual beverage market is primarily shipping water, with only 1% differentiating molecules.
“Yeah, so people spend $2,000,000,000,000 a year on canned and bottled beverages from wine and beer, which is a trillion to coffee, tea, juice and soda, which is another trillion.”
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Dylan Patel
Patel states NVIDIA sells four billion dollars per quarter of AI GPUs, vastly outpacing traditional HPC.
“No one sells $4,000,000,000 a quarter of of of training GPU of of HPC GPUs. Right? They sell $4,000,000,000 a quarter of HPC AI GPUs. Right? So that's that's NVIDIA.”
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Marc Rowan
Rowan says Apollo's $400 billion in private credit is still irrelevant in a $40 trillion market.
“At 400,000,000,000 of private credit, mostly investment grade, unfortunately, we're not relevant. It sounds like a lot, 400,000,000,000, but we're talking about a $40,000,000,000,000 market.”
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Jensen Huang
Huang claims a trillion dollars of general purpose data centers must be replaced with accelerated computing.
“The world has installed about a trillion dollars worth of data centers. Those trillion dollars worth of data centers use as general purse general purpose computing.”
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David Friedberg
Friedberg states the global potato industry is worth $100 billion annually.
“So the global potato industry is about a $100,000,000,000 a year. And, I'm not sure if you guys have ever visited a potato farm, but potato farm potatoes”
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David Friedberg
Friedberg states the global potato industry is worth approximately $100 billion annually.
“So the global potato industry is about a $100,000,000,000 a year. And, I'm not sure if you guys have ever visited a potato farm, but potato farm potatoes are vegetatively propagated.”
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David Friedberg
Friedberg states the global potato industry is $100 billion annually and uses inefficient vegetative propagation instead of seeds.
“the global potato industry is about a $100,000,000,000 a year. And, I'm not sure if you guys have ever visited a potato farm, but potato farm potatoes are vegetatively propagated.”
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Brad Gerstner
Gerstner says venture capital grew from $100 billion to $300 billion over ten years, now back to pre-COVID levels.
“There's no doubt that VC has grown from 100,000,000,000 ten years ago to 300,000,000,000 over the last ten years. Right?”
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Brad Gerstner
Gerstner argues venture capital remains at $300 billion pre-COVID levels, claiming the market hasn't actually grown much.
“And so while we call all of this venture, Bill, one of the big differences I have here, and I've said many times, is that the venture market really hasn't grown that much.”
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Marc Rowan
Rowan says Apollo has done $100 billion in investment grade private deals since AB InBev.
“A $100,000,000,000 later we're still doing investment grade private deals. And I I see nothing but a long line of interesting borrowers and interesting situations”
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David Friedberg
Friedberg notes the $100 billion global potato industry relies on inefficient vegetative propagation instead of seed.
“So the global potato industry is about 100,000,000,000 a year. And, I'm not sure if you guys have ever visited a potato farm, but potato farm potatoes are vegetatively propagated.”
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“The vast majority of the private market is investment grade. There's a $40,000,000,000,000 market and 99% of the headlines are focused on a little slice of a trillion and 0.5 called levered lending.”
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Marc Rowan
Rowan says the private credit market is $40 trillion, but press coverage focuses on only $2 trillion of levered lending.
“Loans to customers, loans to companies, they're all private. What we spend all our time talking about on the press is $2,000,000,000,000 of $40,000,000,000,000 which should properly be called levered lending.”
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Marc Rowan
Rowan says the investment grade private credit market is $38 trillion, making the total private credit opportunity $40 trillion.
“The investment grade private credit market, which is being driven by the global industrial renaissance, is a $38,000,000,000,000 market. Therefore, the total opportunity in private credit is some $40,000,000,000,000”
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Gavin Baker
Baker calculates 20% token spend on knowledge work implies $5 trillion addressable market.
“There's 25,000,000,000,000 in knowledge work. And so let's, you know, let's say that that's, you know, let's take your 20% number. That's 5,000,000,000,000.”
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John Williams
Williams states the FX market has over $9 trillion in daily turnover, making it the largest financial market.
“With over $9 trillion in daily turnover, the FX market is the largest financial market by trading volume.”
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John Williams
Williams states Treasury repo market has over $8 trillion in daily average transaction volume.
“Given the size of the Treasury repo market—with over $8 trillion in daily average transaction volume—and its interconnectedness with other segments of financial markets, sound risk management is critical.”
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