https://minutesof.com/on/numbers/ Everyone on the record about numbers: 9 verbatim quotes from 3 people, November 2019 to June 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:07 +0000 https://minutesof.com/q/d490221d-39ea-4fa6-b509-074f7a6ce4d3/ https://minutesof.com/q/d490221d-39ea-4fa6-b509-074f7a6ce4d3/ “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.” — Howard Marks, Prof G Markets Fri, 12 Jun 2026 11:00:07 +0000 numbers https://minutesof.com/q/13751053-beb7-4144-a15d-59da5014150c/ https://minutesof.com/q/13751053-beb7-4144-a15d-59da5014150c/ “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.” — Howard Marks, Prof G Markets Fri, 12 Jun 2026 11:00:07 +0000 numbers https://minutesof.com/q/968df78b-59e4-49d6-88e1-b52fc92cab54/ https://minutesof.com/q/968df78b-59e4-49d6-88e1-b52fc92cab54/ “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.” — Howard Marks, Prof G Markets Fri, 12 Jun 2026 11:00:07 +0000 numbers https://minutesof.com/q/53f94c90-eae1-4494-960f-3749350c5ed0/ https://minutesof.com/q/53f94c90-eae1-4494-960f-3749350c5ed0/ “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” — Bill Gurley, CNBC Television Tue, 22 Dec 2020 21:56:04 +0000 numbers https://minutesof.com/q/4c7d550d-1ac3-4b33-af87-2fc624d70460/ https://minutesof.com/q/4c7d550d-1ac3-4b33-af87-2fc624d70460/ “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.” — Bill Gurley, CNBC Television Fri, 02 Oct 2020 16:26:10 +0000 numbers https://minutesof.com/q/d768013b-3fec-4913-82a9-60f73eb9a39a/ https://minutesof.com/q/d768013b-3fec-4913-82a9-60f73eb9a39a/ “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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 numbers https://minutesof.com/q/1c159533-7002-43df-a5db-be3d8cc9d824/ https://minutesof.com/q/1c159533-7002-43df-a5db-be3d8cc9d824/ “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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 numbers https://minutesof.com/q/4fb4623a-0df9-4d80-861e-5a7d6a6ab8f1/ https://minutesof.com/q/4fb4623a-0df9-4d80-861e-5a7d6a6ab8f1/ “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.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 numbers https://minutesof.com/q/cff98119-a04f-47f5-b046-babfe3b6a99a/ https://minutesof.com/q/cff98119-a04f-47f5-b046-babfe3b6a99a/ “So Apple can charge the consumer more than its competitors, but actually have a lower effective price to the consumer.” — Gavin Baker, Invest Like the Best Tue, 26 Nov 2019 10:30:00 +0000 numbers