Who is on this subjectordered by the date of their first quote here
6 of 6 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Feb 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
1
thin
2 Jul 2019 – 2 Jul 2019
-1695 d
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David Friedberg
4
thin
29 Sep 2022 – 13 Apr 2026
-510 d
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Howard Marks
2
thin
21 Feb 2024 – 21 Feb 2024
+0 d
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Brad Gerstner
4
thin
22 Feb 2024 – 11 Jul 2026
+1 d
- Dylan Patel 1 thin 2 Oct 2024 – 2 Oct 2024 +224 d
- H.R. McMaster 1 thin 31 Jul 2026 – 31 Jul 2026 +891 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley argues network effects decay as platforms scale, citing LinkedIn as an example of diminishing marginal value per user.
“Like what's the value of an incremental member joining LinkedIn? It's probably less than what the value of the 10,000 person that joined LinkedIn.”
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David Friedberg
Friedberg claims a 10-meter cube of ocean water could provide all of Earth's electricity via plasma fusion.
“if you look at the amount of electricity that humans consume on planet Earth today, it would take about a 10 meter by 10 meter by 10 meter cube of ocean water to make all the electricity that we consume today if we could put that into a plasma fusion system”
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Howard Marks
Marks reports growing his memo distribution from 100 readers in 1990 to 300,000 subscribers today.
“So, you know, from probably a 100 or so in 1990, I think now we're up to 300,000 subscribers and hopefully they pass it around.”
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Howard Marks
Marks says his memo distribution has grown from 100 clients to 300,000 subscribers over decades.
“I think now we're up to 300,000 subscribers and hopefully they pass it around. And and so it's it's a lot of fun now and I get great responses and I enjoy it.”
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Brad Gerstner
Gerstner states Google processes 10 billion queries daily, more than one per human globally.
“So, you know, a couple queries are more than a query for every human on the planet, and it has the most efficient system in the world for doing that.”
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Dylan Patel
Patel predicts OpenAI will have 300,000 to 500,000 GPU equivalent clusters next year across multiple sites.
“Next year, 300 to 500,000 depending on whether it's one side or many. Right? 300 to, like, 700,000, I think, is the upper bound of that.”
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David Friedberg
Friedberg states his Climate software now covers 200 million acres globally and runs on 80% of US farm equipment.
“And I think 80% of harvesters and tractors in The US have an iPad that runs that software, and it's connected to the farm equipment.”
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Brad Gerstner
Gerstner says 50 million of 65 million kids under 18 would never own a compounding account without this program.
“Under the age of 18, that's 65,000,000 kids. And of those 65,000,000, 50,000,000 would never own an account that compounds.”
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David Friedberg
Friedberg claims fusion could produce Earth's annual electricity from a swimming pool of ocean water.
“Basically, you could use a a swimming pool sized amount of ocean water to make all the electricity needed for an entire year for the planet Earth.”
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David Friedberg
Friedberg says a swimming pool of ocean water could power Earth for a year through fusion.
“you could use a a swimming pool sized amount of ocean water to make all the electricity needed for an entire year for the planet Earth.”
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Brad Gerstner
Gerstner notes hyperscalers grew collective revenue from $150 billion to $350 billion in just eight quarters.
“Let me just give you a statistic. It's just eight quarters ago that collectively they were doing a $150,000,000,000 in revenue. Now they're doing $350,000,000,000 in revenue.”
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Brad Gerstner
Gerstner says $200B of incremental revenue is incomprehensible in Silicon Valley history.
“We're talking from 100,000,000,000 to 300,000,000,000. 200,000,000,000 of incremental revenue is incomprehensible in the history of Silicon Valley.”
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H.R. McMaster
McMaster states mature technologies exist for emerging threats but have not been fielded at scale.
“There are mature technologies that that that we can apply to these emerging threats, but they they have not been fielded at scale yet.”
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