tech: everyone on the record — The Minutes https://minutesof.com/on/tech/ Everyone on the record about tech: 5 verbatim quotes from 4 people, July 2021 to April 2026, in one chronology, each with a timestamp and a link to its… en Sun, 30 Aug 2026 22:33:17 +0000 Marc Rowan: Rowan predicts five tech companies will be among ten largest investment-grade issuers within five https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ https://minutesof.com/q/d1ad2449-4fcf-4d78-86cf-fcabd5bf2f4e/ “The 10 largest issuers of IG five years from now, if everything holds, are gonna be five large tech companies and five large banks.” — Marc Rowan, CNBC Events Thu, 16 Apr 2026 13:25:25 +0000 tech Howard Marks: Marks argues tech companies' incremental profitability is enormous because virtual products have https://minutesof.com/q/525c0fcc-5beb-466a-8ae5-ff2eccd45edf/ https://minutesof.com/q/525c0fcc-5beb-466a-8ae5-ff2eccd45edf/ “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.” — Howard Marks, Pepperdine University Mon, 02 Mar 2026 19:34:48 +0000 tech Marc Rowan: Rowan says hyperscaler debt is not a concern given their massive cash flows from diverse businesse https://minutesof.com/q/6bb3313a-2f23-4893-939b-d9299773dd6e/ https://minutesof.com/q/6bb3313a-2f23-4893-939b-d9299773dd6e/ “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.” — Marc Rowan, Yahoo Finance Sun, 21 Dec 2025 16:00:06 +0000 tech Gavin Baker: Baker argues return on invested capital has risen for AI spenders, dismissing ROI skepticism. https://minutesof.com/q/54e32faa-2b0f-4c4e-8873-a20bcaecbf4a/ https://minutesof.com/q/54e32faa-2b0f-4c4e-8873-a20bcaecbf4a/ “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.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 tech David Friedberg: Friedberg says traditional firms trying to run acquired tech companies typically ruin them th https://minutesof.com/q/af169106-87b7-4bf3-a6d5-e257b882d817/ https://minutesof.com/q/af169106-87b7-4bf3-a6d5-e257b882d817/ “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” — David Friedberg, CNBC Television Tue, 13 Jul 2021 17:05:56 +0000 tech