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, 31 Oct 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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David Friedberg
2
thin
3 Mar 2022 – 11 Sep 2025
-973 d
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Bill Gurley
1
thin
31 Oct 2024 – 31 Oct 2024
+0 d
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Gavin Baker
1
thin
4 Aug 2026 – 4 Aug 2026
+642 d
The chronologysourced and dated, oldest first
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David Friedberg
Friedberg notes only 3% of beverage brands reaching retail achieve $10 million in sales.
“only 3% of beverage brands that launch and get retail space actually make it to 10,000,000 in sales.”
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Bill Gurley
Gurley asks what percentage of 1,400 pre-LLM private unicorns could raise up rounds today.
“What percentage of those could raise an up round right now? Yeah. What is the number?”
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David Friedberg
Friedberg states potatoes are the third largest calorie source globally, with India's market being 90% table potatoes.
“Around the world, potatoes are a very significant staple crop, third largest source of calories for humans on earth.”
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Gavin Baker
Baker reports AI stocks down 40-60% in a month despite no negative quantitative metrics or deceleration.
“Loads of AI names are down 60% from their highs. We'll call it 40% to 60% in a month in a straight line.”
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