Who is on this subjectordered by the date of their first quote here
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.
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David Friedberg
1
thin
13 Jul 2021 – 13 Jul 2021
-1141 d
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Gavin Baker
1
thin
27 Aug 2024 – 27 Aug 2024
+0 d
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Marc Rowan
2
thin
21 Dec 2025 – 16 Apr 2026
+481 d
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Howard Marks
1
thin
2 Mar 2026 – 2 Mar 2026
+552 d
The chronologysourced and dated, oldest first
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David Friedberg
Friedberg says traditional firms trying to run acquired tech companies typically ruin them through M&A integration.
“And if they try and do that, then they step in and they try and run a tech company and the whole thing gets ruined and falls apart as we've seen in M and A over and over again in many different”
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Gavin Baker
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.”
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Marc Rowan
Rowan says hyperscaler debt is not a concern given their massive cash flows from diverse businesses.
“They have massive amounts of cash flow coming from lots of other businesses. And if I am worried about the debt of hyperscalers, the economy and The US have way bigger issues.”
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Howard Marks
Marks argues tech companies' incremental profitability is enormous because virtual products have almost no marginal cost.
“Their incremental profitability is enormous. When your product is virtual and you're selling one, you're making some money, you want to sell two, there's almost no cost in the second one.”
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Marc Rowan
Rowan predicts five tech companies will be among ten largest investment-grade issuers within five years.
“The 10 largest issuers of IG five years from now, if everything holds, are gonna be five large tech companies and five large banks.”
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