Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 26 Nov 2019 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
4
thin
2 Jul 2019 – 31 Oct 2024
-147 d
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Gavin Baker
1
thin
26 Nov 2019 – 26 Nov 2019
+0 d
- Dylan Patel 6 18 Aug 2025 – 31 Oct 2025 +2092 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley advises waiting until 10 million users before monetizing advertising-based products to preserve growth.
“If you're in an advertising oriented world, you should not try and monetize until you're north of 10,000,000 users.”
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Gavin Baker
Baker provides specific monetization rates: mobile games earn 8-10 cents per hour versus 50 cents for console games.
“From a monetization perspective, your average mobile phone game monetizes, let's call it, 8 to 10¢ an hour. If it's not average, that's a reasonably well monetized game.”
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Bill Gurley
Gurley speculates LinkedIn's InMail monetization prevented it from capturing powerful conversations like Twitter DMs did.
“I've wondered over the years if LinkedIn hadn't polluted their InMail and made it monetize and they had done what Twitter did, how much of the most powerful conversations in the world would”
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Bill Gurley
Gurley argues Google's search monetization is so superior that no Bing deal could match Apple's current economics.
“So there's no like Apple's not mad about this deal. They're very positively impacted by it.”
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Bill Gurley
Gurley explains Google's revenue per visit will fall with completed transactions because advertisers pay less for white-label rails.
“Because someone is spending marketing dollars to take that customer to their website and run the transaction with the hopes that they'll come directly back to that website.”
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Dylan Patel
Patel explains OpenAI's router will send low-value queries to cheaper models but use expensive compute for high-value monetizable queries.
“if the user asks a low value query like, hey, why is the sky blue? Just route them to mini. The model can answer perfectly fine, and that is a chunk of queries.”
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“But if they ask, what's the best DUI lawyer near me? All of a sudden, this is like, you're in jail, you have one shot, you're like, screw it.”
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Dylan Patel
Patel reports 10% of Etsy traffic comes from ChatGPT but OpenAI currently makes nothing from it.
“Etsy. 10% of their traffic now comes from chat, and OpenAI makes nothing off of that. But they very they really, really will soon. Right?”
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Dylan Patel
Patel argues OpenAI captures less than 10% of the economic value it creates, pointing to broken value capture across AI.
“I legitimately believe OpenAI is not even capturing 10% of the value they've created in the world already just by usage of chat. Right?”
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Dylan Patel
Patel says Substack monetization reached hundreds of thousands in months, then millions before he left the platform.
“It got to a few $100,000 of revenue and I was like, Holy crap. And then I was able to start hiring. And then I left when we hit a few million of revenue.”
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Dylan Patel
Patel says Substack revenue alone reached multi-million dollars before expanding beyond the platform.
“Now, scaled to be And it has scaled to be multi million dollar Substack revenue. Obviously, built a lot of business beyond that, even that is good enough”
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Where they overlapsame programme, same subject
- Invest Like the Best also carries Bill Gurley and Gavin Baker on this subject, at different times.