On the record about
4 people · 6 quotes · 3 Mar 2022 to 13 Jul 2026
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 27 Aug 2024 — a date, and nothing else. It is not a claim about who reached a view first.
Friedberg says Google Analytics drove $500 million in additional AdWords revenue within a year of the $25 million acquisition.
“Within a year, I think we had shown through Hal Varian, who was our chief economist, we had demonstrated that Google Analytics increased AdWords revenue by $500,000,000 because so many advertisers were using it to improve their websites and make the conversions better that they were spending more on AdWords.”
“Farmers want to pay for value. I want to pay for ROI. I want to spend $8 and get $60 back.”
Baker says tech CEOs aren't thinking about ROI because they believe they're racing to create a digital god.
“Mark Zuckerberg, Satya, and Sundar just told you in different ways, we are not even thinking about ROI.”
Baker argues return on invested capital has risen for AI spenders, dismissing ROI skepticism.
“These companies are all public, and there is something called return on invested capital. And ROIC has gone up for all of these companies since they ramped CapEx.”
Patel questions whether neo clouds targeting developers on short-term rentals can achieve ROI.
“Those that are just targeting developers on short term rentals, they may not be able to get their ROI back.”
Gerstner says $3 vs $15 inference cost is irrelevant when replacing $200/hour consultants with AI.
“It's just irrelevance. That inference cost difference is irrelevant if you're getting something that's bulletproof for $15.”