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, 2 Oct 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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Gavin Baker
4
thin
26 Nov 2019 – 26 Nov 2019
-311 d
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Bill Gurley
2
thin
2 Oct 2020 – 22 Dec 2020
+0 d
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Howard Marks
3
thin
12 Jun 2026 – 12 Jun 2026
+2079 d
The chronologysourced and dated, oldest first
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Gavin Baker
Baker provides specific numbers showing Apple's effective price is $600 versus Android's $850 after trade-ins.
“So Apple can charge the consumer more than its competitors, but actually have a lower effective price to the consumer.”
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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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Gavin Baker
Baker cites research showing every 10x increase in training data doubles AI quality.
“and it's been very well established in multiple papers from both Google and Microsoft research that for every order of magnitude increase in the data you use to train an algorithm, the quality of the AI doubles.”
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Gavin Baker
Baker cites research showing every 10x increase in training data doubles AI quality.
“it's been very well established in multiple papers from both Google and Microsoft research that for every order of magnitude increase in the data you use to train an algorithm, the quality of the AI doubles.”
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Bill Gurley
Gurley states IPO underpricing totaled $24 billion in 2020, up from $6-7 billion prior years.
“Ironically, you know, in year to date, 2020, the total underpricing dollars on the traditional IPO is $24,000,000,000 And it was in the 6 to 7 range the past two years up from three the year before.”
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Bill Gurley
Gurley states 2020 IPO underpricing will exceed $34 billion in one-day giveaways, predicts fiduciary duty lawsuits.
“This year, it's gonna be over $34,000,000,000 in one day giveaways. You know, if you you wanna talk about legal issues, I think people are gonna come after boards, for fiduciary duty violations”
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“You know, the the the non Shiller PE ratio is about 23 or so today. The eighty year average is 16. So we're roughly 50% higher today. But in 2000, I think it was 32.”
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Howard Marks
Marks says 700 direct lending managers emerged to manage $1.7 trillion in a favorable environment with declining interest rates.
“I'm told that there are roughly 700 direct lending managers. So the the the And the availability of that $1,700,000,000,000 put a lot of people into business and made a lot of people extremely successful along with a very favorable economy and with low or generally low or generally declining interest rates, which are salutary.”
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Howard Marks
Marks notes only 3% of 700 direct lending managers existed before the financial crisis, questioning their ability to handle adversity.
“I'm told that of the 700, roughly 3% were in business before the global financial crisis. So we don't know how many of them are have what it takes to deal with a harsh environment.”
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