Who is on this subjectordered by the date of their first quote here
6 of 7 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 13 Oct 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
5
29 Apr 2013 – 4 Aug 2026
-4185 d
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Gavin Baker
3
thin
2 Apr 2020 – 9 Dec 2025
-1655 d
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Brad Gerstner
1
thin
13 Oct 2024 – 13 Oct 2024
+0 d
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David Friedberg
1
thin
16 May 2025 – 16 May 2025
+215 d
- Dylan Patel 1 thin 26 Feb 2026 – 26 Feb 2026 +501 d
- JD Vance 1 thin 21 Aug 2026 – 21 Aug 2026 +677 d
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Scott Bessent
2
thin
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley calls the LTV model a house of cards where numbers can be manipulated.
“Lifetime value model, where people say, as long as we're paying below our lifetime value, cost of capital. But the numbers can be run-in a whole bunch of different ways.”
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Gavin Baker
Baker says investors are running a new metric: days of solvency with zero revenue.
“Days of liquidity with zero revenue has been the acid liquidity test that I think a lot of investors have been working through.”
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“And so what really values companies, you know, it's typically a discounted cash flows. And so now all of a sudden, the buy side's asking SaaS companies about net dollar retention, about long term operating margin, about whether their free cash flow is greater or less than their net income, about SBC as a percentage of free cash”
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Bill Gurley
Gurley criticizes price-to-revenue multiples as the crudest possible valuation tool for evaluating companies.
“price to revenue is like this really crude valuation tool, it's like the crudest you could possibly have.”
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Bill Gurley
Gurley cites Ferriss's metrics: 10 million books sold, 2 million email subscribers, and podcast approaching one billion downloads.
“He sold 10,000,000 books. I got a list here. He got 2,000,000 email subs, over a thousand blog posts, 7,000,000 followers on social media, and his podcast is about to pass a billion downloads.”
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Gavin Baker
Baker proposes a new metric decomposing MFU that he developed the morning of the interview.
“MFU is the most important metric because it gives you all of these advantages and ways to differentiate yourself amongst five people, six people who've trained these GPT core class models.”
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Brad Gerstner
Gerstner says NVIDIA generates $4M revenue and $2M profit per employee, unprecedented efficiency.
“You know NVIDIA is in a league of its own really, know, at about 4,000,000 of revenue per employee, about 2,000,000 of profits or free cash flow per employee.”
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David Friedberg
Friedberg notes Google grew from $20B to $100B quarterly revenue and $2T market cap under Pichai's decade as CEO.
“Under your tenure as CEO, the stock has gone up by four and a half x to a $2,000,000,000,000 market cap today. You've grown revenue from 20,000,000,000 a quarter to nearly 100,000,000,000 a quarter.”
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Gavin Baker
Baker says ARC AGI scores jumped from 8% to 95% in three months with reasoning models.
“The reason we've had all this progress, maybe we could show like the ARC AGI slide where you had zero to eight over four years, zero to 8% intelligence, and then you went from 8% to 95% in three months when the first reasoning model came out from OpenAI.”
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Dylan Patel
Patel reports Claude Code doubled to 4% of GitHub commits in January alone, with overall AI coding likely at 10%.
“Just in this month just in January, it went from 4% of or 2% of commits on GitHub to 4% of GitHub commits were done by Cloud Code.”
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Bill Gurley
Gurley cites Ferriss has sold 10 million books, has 2 million email subscribers, and podcast approaching a billion downloads.
“He sold 10,000,000 books. I got a list here. He's got 2,000,000 email subs, over a thousand blog posts, 7,000,000 followers on social media, and his podcast is about to pass a billion downloads.”
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JD Vance
Vance asserts that demand for metal cutting and machine tools is at century-high levels in the U.S.
“Demand for metal cutting and similar machine tools is hitting its highest levels in a century in The United States Of America.”
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Scott Bessent
Bessent reports OFAC has taken nearly 30 actions against over 300 individuals and entities since early 2025.
“In keeping with President Trump’s pledge to eliminate drug cartels, OFAC has prioritized targeting these and other criminal groups that threaten the welfare of Americans in close coordination with the Homeland Security Task Force, taking nearly 30 actions against over 300 individuals and entities since the beginning of 2025.”
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Scott Bessent
Operation Pacific Viper has seized more than 225,000 pounds of cocaine in the Eastern Pacific as of June 2026.
“As of June 2026, Operation Pacific Viper has seized more than 225,000 pounds (approximately 112 tons) of cocaine in the EPAC.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries Bill Gurley and David Friedberg on this subject, at different times.