Who is on this subjectordered by the date of their first quote here
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 28 Sep 2023 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
1
thin
25 Jan 2022 – 25 Jan 2022
-611 d
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Brad Gerstner
1
thin
28 Sep 2023 – 28 Sep 2023
+0 d
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Bill Gurley
1
thin
9 Aug 2024 – 9 Aug 2024
+316 d
- Andrew Ferguson 2 thin 8 Jul 2026 – 8 Jul 2026 +1014 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker identifies extreme consolidation in semiconductors with only three companies making leading edge logic.
“Today, Intel, Samsung, Taiwan, Semi, they the only companies in the world that can make leading edge logic. There's only three companies that can make leading edge DRAM, maybe four for NAND.”
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Brad Gerstner
Gerstner characterizes Google as a monopoly that has been a tax collector on the Internet for twenty years.
“Google has been a monopoly, a tax collector on everything on the Internet for twenty years.”
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Bill Gurley
Gurley proposes one-sided partnership terms as a new monopoly test under Sherman Act section two.
“Because I do think it's a sign of strength. And I could even go further and say that it should qualify under the Section two of the Sherman Act.”
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Andrew Ferguson
Ferguson describes how Deere restricted proprietary software repair tools to authorized dealers only, forcing farmer dependence.
“Deere, however, has previously made such tools available only to its authorized dealers, forcing farmers to rely on authorized dealers for many necessary repairs,”
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Andrew Ferguson
Ferguson alleges Deere unlawfully maintained monopoly power in repair services by withholding repair capabilities from farmers.
“By withholding these repair capabilities, the complaint alleged Deere unlawfully acquired and maintained monopoly power in markets for repair services for Deere farm equipment.”
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