https://minutesof.com/on/strategy/ Everyone on the record about strategy: 38 verbatim quotes from 12 people, October 2010 to August 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:33:16 +0000 https://minutesof.com/q/74b959fc-1234-4c1d-a3fe-7eb64c79a6ae/ https://minutesof.com/q/74b959fc-1234-4c1d-a3fe-7eb64c79a6ae/ “Third, it implies being clear-eyed and disciplined in adapting to and communicating the changing economic landscape and resulting policy trade-offs and decisions.” — John Williams, NY Fed speeches strategy https://minutesof.com/q/df2d32f1-2167-4e19-a9c6-0a06107330c4/ https://minutesof.com/q/df2d32f1-2167-4e19-a9c6-0a06107330c4/ “The 2026 U.S. Counterterrorism Strategy identifies violent far-left terrorist groups as one of the three major terrorist threats facing the United States today.” — Scott Bessent, Treasury press and remarks strategy https://minutesof.com/q/66efaee1-62af-4a6d-9467-66431e934eac/ https://minutesof.com/q/66efaee1-62af-4a6d-9467-66431e934eac/ “The Federal Open Market Committee, at its annual organizational meeting this week, unanimously reaffirmed its "Statement of Longer-Run Goals and Monetary Policy Strategy."” — Kevin Warsh, FOMC press conferences (video and transcript) strategy https://minutesof.com/q/ac6ce775-850f-41ef-ab20-db75f0063c3e/ https://minutesof.com/q/ac6ce775-850f-41ef-ab20-db75f0063c3e/ “We confirmed yesterday that we will be opening a new office in Austin, Texas. And unlike a new office that simply houses more of the same,” — Marc Rowan, i101 Tue, 04 Aug 2026 22:00:07 +0000 strategy https://minutesof.com/q/0235e5c1-2209-4a3c-b1c5-ed6271534d2c/ https://minutesof.com/q/0235e5c1-2209-4a3c-b1c5-ed6271534d2c/ “I just think given that this is, the axis around which kind of everything is revolving, man, like, might blow up your entire business and your franchise by breaking an LTA.” — Gavin Baker, Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 strategy https://minutesof.com/q/18165d5a-6352-4230-9776-31f470882006/ https://minutesof.com/q/18165d5a-6352-4230-9776-31f470882006/ “So how one say, oh, pause, let me measure value, when trying a bunch of stuff is the only way you can actually get to figuring out where the value is versus what doesn't work?” — Dylan Patel, RAISE Summit Wed, 22 Jul 2026 16:43:49 +0000 strategy https://minutesof.com/q/03ba6639-ea2d-4d76-bef9-4e3489cef21a/ https://minutesof.com/q/03ba6639-ea2d-4d76-bef9-4e3489cef21a/ “Hock's model has always been to find a profit pool that has been drained and there's no competition left, enter that and jack prices up.” — Gavin Baker, Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 strategy https://minutesof.com/q/32d33841-24df-470a-acdf-59cbce29a0fa/ https://minutesof.com/q/32d33841-24df-470a-acdf-59cbce29a0fa/ “I have to tell you that Anthropic is a mystery to me. I've never ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do.” — Bill Gurley, All-In Podcast Fri, 29 May 2026 22:47:49 +0000 strategy https://minutesof.com/q/af53c877-e6f2-457c-b455-d88b5865d046/ https://minutesof.com/q/af53c877-e6f2-457c-b455-d88b5865d046/ “This small country with a relatively small population has taken on and defeated a country of 90,000,000 people. You know, it's an extraordinary military achievement. But beware, you could win militarily and lose politically.” — Sir Richard Dearlove, The Brink Fri, 13 Mar 2026 16:09:37 +0000 strategy https://minutesof.com/q/f42e0db6-d699-4400-b0b7-9e21a37072b8/ https://minutesof.com/q/f42e0db6-d699-4400-b0b7-9e21a37072b8/ “That's maybe his greatest skill, is to take advantage of a good crisis. And so he goes out there and he signs deals with the US government.” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 strategy https://minutesof.com/q/caf560f2-f0ca-439c-8b54-ef04778edc6c/ https://minutesof.com/q/caf560f2-f0ca-439c-8b54-ef04778edc6c/ “Jensen is very paranoid about losing. Right? These specializations if he just kept making his mainline chip would mean people could you know point point solutions for specific parts of the market would crush him on cost and performance, then he can't justify his margin.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 strategy https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ “I haven't heard them break ground on any data center. I hear Microsoft building data centers, Oracle building data centers, CoreWeb building data centers, SoftBank building data centers.” — Brad Gerstner, Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 strategy https://minutesof.com/q/50295a8f-e024-4603-a38c-34b4fff1d59a/ https://minutesof.com/q/50295a8f-e024-4603-a38c-34b4fff1d59a/ “What there there wasn't much volume. Right? In those initial systems. Right? In the early time frame. Yeah. Early time frame.” — Dylan Patel, Supermicro Thu, 16 Oct 2025 17:00:47 +0000 strategy https://minutesof.com/q/768f762f-1121-48ca-b120-8e17306a472a/ https://minutesof.com/q/768f762f-1121-48ca-b120-8e17306a472a/ “of course, the worst thing that you want to do is to have a big bang change in the intelligence community and introduce a new system.” — Sir Richard Dearlove, One Decision Thu, 25 Sep 2025 18:19:11 +0000 strategy https://minutesof.com/q/99e48a38-31ee-4cda-8e86-cc25d5e873f0/ https://minutesof.com/q/99e48a38-31ee-4cda-8e86-cc25d5e873f0/ “And, of course, the worst thing that you want to do is to have a big bang change in the intelligence community and introduce a new system.” — Sir Richard Dearlove, One Decision Thu, 25 Sep 2025 18:19:11 +0000 strategy https://minutesof.com/q/aa6641ef-0753-4c71-b758-39a780e0e6ea/ https://minutesof.com/q/aa6641ef-0753-4c71-b758-39a780e0e6ea/ “First, we have to solve software engineering, and then we can use that to build all the other pieces. Right? First, we have to solve computer use.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 strategy https://minutesof.com/q/179b1911-b380-4dc6-a494-e4a711cce0f4/ https://minutesof.com/q/179b1911-b380-4dc6-a494-e4a711cce0f4/ “if we have this view that the only reason China's competitive or winning is because they're they're stealing or they're subsidized, I think what that view does is it allows us to dilute ourselves into believing we don't need to get better ourselves.” — Brad Gerstner, BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 strategy https://minutesof.com/q/23e792a0-63b0-4083-a1ed-5dfa30a88bde/ https://minutesof.com/q/23e792a0-63b0-4083-a1ed-5dfa30a88bde/ “This is what Google did in the early two thousand. Right? And by the way, Google didn't have to go to Washington to get a permission or to get a license.” — Brad Gerstner, CNBC Television Thu, 28 Aug 2025 17:12:24 +0000 strategy https://minutesof.com/q/4e3cea3e-1a95-46d5-b4a6-f37d4d80467b/ https://minutesof.com/q/4e3cea3e-1a95-46d5-b4a6-f37d4d80467b/ “Now this is obviously gonna be, like, crazy because, like, now they're buying g p their own GPUs and putting them in data centers and doing stuff, and they're competing with their own customers,” — Dylan Patel, a16z Mon, 18 Aug 2025 18:26:43 +0000 strategy https://minutesof.com/q/3027fb59-b19b-4ed3-8f01-768980525958/ https://minutesof.com/q/3027fb59-b19b-4ed3-8f01-768980525958/ “He was chasing like AI is good and great, but like AGI is not a thing that is gonna happen soon. So sort of this is a big shift in strategy” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 strategy https://minutesof.com/q/176be48a-c6cd-42a2-af84-70d1e689481d/ https://minutesof.com/q/176be48a-c6cd-42a2-af84-70d1e689481d/ “That's not a gamble I would have taken from the position we had. Having said that, short term uncertainty, that's the risk. Longer term brand, that's the risk,” — Marc Rowan, CNBC Television Wed, 09 Apr 2025 13:27:57 +0000 strategy https://minutesof.com/q/9fa7ca82-6d26-4877-b86a-cb19e2e279d5/ https://minutesof.com/q/9fa7ca82-6d26-4877-b86a-cb19e2e279d5/ “And so if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you.” — David Sacks, All-In Podcast Fri, 31 Jan 2025 21:52:00 +0000 strategy https://minutesof.com/q/e6c21217-8fa5-4d12-9b00-0660d8d1ccd3/ https://minutesof.com/q/e6c21217-8fa5-4d12-9b00-0660d8d1ccd3/ “And to relinquish that spot by letting OpenAI go first, when you had the technology, you had the supercompute, you had the capabilities to release that product, I think was a mistake.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 22:00:34 +0000 strategy https://minutesof.com/q/68945e34-3ce6-4b3b-a9b4-a0dd08ea28b2/ https://minutesof.com/q/68945e34-3ce6-4b3b-a9b4-a0dd08ea28b2/ “The upside from simply executing the business plan that's in front of us is so high that the price of distraction is just very hard to contemplate.” — Marc Rowan, Bloomberg Television Mon, 01 May 2023 16:21:23 +0000 strategy https://minutesof.com/q/5c263e18-0b37-42ee-b2b4-a214a3765cc5/ https://minutesof.com/q/5c263e18-0b37-42ee-b2b4-a214a3765cc5/ “We went for the private investment grade market. That is the dominant franchise we have built. What we're seeing right now, particularly the turbulence in banking, these are the kind of assets we compete for.” — Marc Rowan, CNBC Television Mon, 01 May 2023 15:24:57 +0000 strategy https://minutesof.com/q/1228e76e-6a66-4b89-987b-2985b2bb38b5/ https://minutesof.com/q/1228e76e-6a66-4b89-987b-2985b2bb38b5/ “Look, we have to be very careful about how we use our limited resources. We have 200,000,000, 200 plus million salary cap.” — David Tepper, WRAL Thu, 13 Oct 2022 19:02:55 +0000 strategy https://minutesof.com/q/931bfc23-4b12-4917-8ca7-cf1944131d96/ https://minutesof.com/q/931bfc23-4b12-4917-8ca7-cf1944131d96/ “that's where we came up with this phrase that the best way to protect yourself against the downside is to enjoy every last bit of the upside.” — Bill Gurley, All-In Podcast Mon, 23 May 2022 05:10:20 +0000 strategy https://minutesof.com/q/06c77514-f635-4a6f-88af-7330ea04b9cc/ https://minutesof.com/q/06c77514-f635-4a6f-88af-7330ea04b9cc/ “But his whole strategy a lot of his strategy for venture, which I ruthlessly copied, is around the idea of their profound advantages towards being multistage.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 strategy https://minutesof.com/q/7521fcd3-90e3-4e74-9e69-15a5796b5ca9/ https://minutesof.com/q/7521fcd3-90e3-4e74-9e69-15a5796b5ca9/ “if I had to place a bet on whether someone that had 500,000,000 users on a digital place platform where people are communicating and that they might add avatars or some digital thing that makes it more immersive versus someone that built the perfect digital three d avatar immersive system but doesn't have the users yet?” — Bill Gurley, Invest Like the Best Tue, 07 Dec 2021 09:00:00 +0000 strategy https://minutesof.com/q/cc9c1fa6-e8ca-4d7b-bf55-b5b78b08a506/ https://minutesof.com/q/cc9c1fa6-e8ca-4d7b-bf55-b5b78b08a506/ “And what we've told the Street is we will grow our business 15% plus cash on cash year over year, and I think that's really good.” — Marc Rowan, Bloomberg Live Thu, 15 Jul 2021 20:01:59 +0000 strategy https://minutesof.com/q/17b5de7d-f508-4b1d-a8b9-0fde25b35efc/ https://minutesof.com/q/17b5de7d-f508-4b1d-a8b9-0fde25b35efc/ “I've told our internal team our business is gonna change more in the next five years than it's changed in the past.” — Marc Rowan, Bloomberg Live Thu, 15 Jul 2021 15:56:20 +0000 strategy https://minutesof.com/q/61f7a1f1-4230-4855-8d91-588382341795/ https://minutesof.com/q/61f7a1f1-4230-4855-8d91-588382341795/ “And if they do that, they lose the leverage of their over their existing customer base, which is to cross sell digital services in.” — David Friedberg, CNBC Television Tue, 13 Jul 2021 17:05:56 +0000 strategy https://minutesof.com/q/09a728b9-c504-4c7f-b274-57c792a13177/ https://minutesof.com/q/09a728b9-c504-4c7f-b274-57c792a13177/ “I've I've been quoted publicly, like, they've, you know, played a strategy where you hand hundreds of millions of dollars to a company and say, here, go win in the market with this.” — Bill Gurley, Bloomberg Tech Wed, 02 Oct 2019 18:47:29 +0000 strategy https://minutesof.com/q/07becb42-0cc5-4f1f-8a17-9e9b93b04269/ https://minutesof.com/q/07becb42-0cc5-4f1f-8a17-9e9b93b04269/ “And if you took 90% of the entrepreneurs that have been to business school and understand scaling, it drives them nuts.” — Bill Gurley, Invest Like the Best Tue, 02 Jul 2019 09:30:00 +0000 strategy https://minutesof.com/q/94837cf2-5fc7-47d5-89f1-c919cc3e31bc/ https://minutesof.com/q/94837cf2-5fc7-47d5-89f1-c919cc3e31bc/ “It is the only offensive solution. Most of the security solutions are defensive where you're just building a bigger and bigger dam and trying to hold people out.” — Bill Gurley, Bloomberg Tech Thu, 15 Feb 2018 00:05:18 +0000 strategy https://minutesof.com/q/69fad620-90e5-4b10-8957-a17c4519d1da/ https://minutesof.com/q/69fad620-90e5-4b10-8957-a17c4519d1da/ “Like if there's an opportunity where we can make a 20% IRR someone might go, oh you should do every one of those, but we're limited by the number of board seats we can take and our LPs are investing in us to get beta and so they want the home runs” — Bill Gurley, GigaOm Tue, 11 Dec 2012 17:49:11 +0000 strategy https://minutesof.com/q/eaf3533c-a506-49d8-93bb-eb229aba5452/ https://minutesof.com/q/eaf3533c-a506-49d8-93bb-eb229aba5452/ “You know, we're luckily in a business where we're not judged on IRR per se.” — Bill Gurley, GigaOm Tue, 11 Dec 2012 17:49:11 +0000 strategy https://minutesof.com/q/0f369672-7f47-4108-9733-1dc1708e515c/ https://minutesof.com/q/0f369672-7f47-4108-9733-1dc1708e515c/ “Another interesting thing is with Data Domain and ArcSight and three part, you've seen companies go public, establish a valuation and then get an M and A premium on top of that.” — Bill Gurley, TechCrunch Fri, 01 Oct 2010 23:16:15 +0000 strategy