Who is on this subjectordered by the date of their first quote here
7 of 12 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 27 Oct 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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Sir Richard Dearlove
7
19 Aug 2012 – 25 Sep 2025
-2991 d
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Bill Gurley
5
14 Dec 2012 – 23 Apr 2026
-2874 d
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Gavin Baker
3
thin
26 Nov 2019 – 2 Apr 2020
-336 d
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David Friedberg
21
21 May 2020 – 19 Jun 2026
-159 d
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Brad Gerstner
2
thin
27 Oct 2020 – 17 Apr 2021
+0 d
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Howard Marks
7
7 Sep 2025 – 12 Jun 2026
+1776 d
- Dylan Patel 1 thin 31 Oct 2025 – 31 Oct 2025 +1830 d
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Marc Rowan
2
thin
16 Apr 2026 – 16 Apr 2026
+1997 d
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Chamath Palihapitiya
1
thin
7 Jul 2026 – 7 Jul 2026
+2079 d
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John Williams
4
thin
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Scott Bessent
3
thin
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Paul Atkins
5
The chronologysourced and dated, oldest first
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Sir Richard Dearlove
Dearlove identifies WikiLeaks' disclosure of 251,287 State Department telegrams as a game changer by sheer scale.
“We'll come back to that in a minute. And Wikileaks is disclosing 251,287 US State Department telegrams. 251,287.”
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Bill Gurley
Gurley says industry spent forty years putting technology into the enterprise before SaaS reversal.
“The second thing is SaaS. I say we spent forty years cramming technology into the enterprise.”
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Gavin Baker
Baker argues we have thirty to forty years of rapid disruption ahead, comparing the microchip to the steam engine.
“I would argue her work and kind of history suggests that we have another thirty to forty years of rapid and powerful disruption ahead of us.”
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Gavin Baker
Baker argues we may be entering peak disruption, seventy to one hundred years after the microchip's invention in 1959.
“I would argue peak economic, political, social change as a result of that invention was seventy to one hundred years later during the peak of the industrial revolution eighteen twenty to eighteen fifty.”
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Gavin Baker
Baker argues that 50 basis points of UI/UX superiority can create hundreds of billions in market value.
“Would argue personally they're at parody, but 50 bps is huge. If you're 50 bps better, that can be the foundation of hundreds of billions of dollars in market value.”
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David Friedberg
Friedberg proposes 3D printing, biomanufacturing, and automation could enable US to decouple from Chinese production through reinvented manufacturing methods.
“And so through automation, three d printing, through biomanufacturing, you can kind of change the methods of doing this stuff.”
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Brad Gerstner
Gerstner predicts global wealth will increase but distribution will become more concentrated due to technology.
“Global wealth, as measured by the mountain of labor and capital that exists in the world, the conveniences that will be available to people will be better than they've ever been before, but the distribution of those will be way more concentrated as we've already seen.”
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Brad Gerstner
Gerstner calls access to top tech companies the most asymmetric bet in investing history.
“The the the most asymmetric bet maybe in the history of all of investing is having a golden ticket to have access to the best technology companies in the world today.”
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David Friedberg
Friedberg argues sustainability comes from technology enabling more consumption, not convincing consumers to consume less.
“I'm a big believer that sustainability in the twenty first century does not arise from convincing consumers to consume less. I think sustainability arises from building technology based solutions that let consumers consume more”
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David Friedberg
Friedberg argues sustainability comes from technology that enables more consumption at lower environmental impact, not from consuming less.
“I think sustainability arises from building technology based solutions that let consumers consume more and dropping the price and dropping the environmental impact.”
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David Friedberg
Friedberg argues sustainability should focus on increasing consumption through productivity gains rather than reducing consumption.
“Can we give people 10 times, 100 times, 1,000 times more than they have today? And in doing so, it makes us solve the productivity problems. And the productivity problems ultimately resolve the sustainability problems,”
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David Friedberg
Friedberg notes DNA sequencing costs have fallen faster than Moore's Law over twenty years.
“Yep. Now digital technologies have driven the cost down of DNA sequencing faster than Moore's Law in the past twenty years.”
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David Friedberg
Friedberg describes a system using seven to nine plant enzymes in tanks to make starch from atmospheric carbon.
“And you put them together in a bunch of tanks, and then they can take carbon out of the atmosphere and they can actually make starch.”
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“At that time, probably the largest we were known to be the largest users of Amazon's Elastic Compute Cloud because we were ingesting so much data to build these models that related all the variables of farming and the weather to predict outcome.”
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David Friedberg
Friedberg contrasts 1950s technology optimism with current negative associations toward technological progress.
“Go back to the 1950s. There were all of these crazy posters about humans will go on rockets to the moon and we're all going to live on star bases on the moon.”
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David Friedberg
Friedberg notes that Disneyland's Tomorrowland in 1955 originally celebrated future technology opportunities optimistically.
“In 1955, Disneyland opened, I've told this story before with this ride called Tomorrowland. This area called Tomorrowland. I mean, you've been there. And every ride there was about the future opportunity with technology.”
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David Friedberg
Friedberg explains that in the 1970s Disneyland remade Tomorrowland rides to reflect fear of technology going wrong.
“In the nineteen seventies, they started to turn over all the rides in Tomorrowland at Disneyland and every ride got remade as a fear of technology ride.”
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David Friedberg
Friedberg says one gene therapy death led to a seven-year halt despite dozens of life-saving therapies now available.
“They weren't allowed to do any more gene therapy treatments. And since then we now have literally dozens of gene therapy treatments that can cure dozens of human diseases saving millions of lives.”
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Bill Gurley
Gurley argues blocking technology exports to China is not working and US needs to face reality.
“And I don't think blocking ASML or blocking AI technology or blocking anything is working. It's just not working.”
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David Friedberg
Friedberg developed boosted breeding to enable true seed propagation in crops currently using vegetative propagation.
“We've developed a new system of of breeding that we call boosted breeding that really changes how we do breeding, the pace of gains, and also allows for true seed propagation in plants where we're typically doing vegetative propagation where there isn't a seed business today.”
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David Friedberg
Friedberg explains boosted breeding creates tetraploid true seed in potato, enabling higher yields through genetic uniformity.
“In our system, we can actually combine two hybrid or two kind of genetically distinct diploid potato to make a tetraploid offspring, but all the seed is tetraploid.”
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David Friedberg
Friedberg explains LLMs are text predictors using internet data to generate word-by-word predictions, not true AI.
“They were able to suck up all the text on the internet and use that text to make a prediction on what the answer should be when someone asks a question word by word.”
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Howard Marks
Marks notes that while the internet transformed society, 99% of internet stocks from 1999 are worthless.
“Can you imagine the world today without the internet? And yet I imagine that 99% of the internet stocks that came out are worthless today.”
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David Friedberg
Friedberg paid $10,000 for 17 megabytes of weather data in 2006, now equivalent to two iPhone photos.
“It was 17 megabytes of data. That's like as much data as you get when you take a photo on your iPhone now or two photos on your iPhone pretty much.”
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Sir Richard Dearlove
Dearlove explains Palantir's core achievement is making disparate legacy intelligence systems communicate through an overlay layer.
“What Palantir does brilliantly is you can stick it over the top of all these legacy systems and make them much more intelligent and get them to talk to each other.”
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Sir Richard Dearlove
Dearlove says Palantir's core capability is layering over legacy systems to make them intelligent and interoperable.
“What Palantir does brilliantly is you can stick it over the top of all these legacy systems and make them much more intelligent and get them to talk to each other.”
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Sir Richard Dearlove
Dearlove describes Palantir's solution as seeming magical because he thought it was impossible.
“some of us, I think this is magic because it didn't think it was possible.”
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Sir Richard Dearlove
Dearlove says big bang system changes are the worst approach for intelligence communities.
“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.”
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Sir Richard Dearlove
Dearlove warns that big bang system changes are the worst approach for intelligence agencies.
“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.”
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Sir Richard Dearlove
Dearlove says big-bang system changes are the worst approach for the intelligence community.
“the worst thing that you want to do is to have a big bang change in the intelligence community and introduce a new system.”
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David Friedberg
Friedberg reports new German AI architecture achieved 7000x speedup over Jetson Nano and 100x over H100.
“Their architecture led to a speed up of 7,000 x compared to the NVIDIA Jetson Nano, 300 x compared with NVIDIA RTX forty ninety, and then a 100 x compared to the NVIDIA h 100.”
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David Friedberg
Friedberg was the first person to review Final Frontier's app while still a student preparing for exams.
“Like, I was, I believe, the first person to review their, their app and a few other things and give feedback on it.”
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Howard Marks
Marks says AI will change the world and has been successful, with investors piling in.
“I think there's relatively little doubt that AI will change the world. And AI has been successful as an investment, and people are piling in,”
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Dylan Patel
Patel says as the largest technology Substack, the 10% fee is worth it for the growth.
“I'm the largest technology substack and I'm telling you that it's worth it. And so, you can think, Oh, I can save the 10%, but actually the growth is all there. Hell yeah.”
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Howard Marks
Marks cites Buffett's distinction that productivity gains from Internet and AI may not translate to profitability.
“There's no doubt that the Internet will produce a great increase in productivity. It's not clear that it'll have a positive impact on profitability. And I think the same is true of AI.”
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David Friedberg
Friedberg says AI researchers are surprised that making output recursive drives major model performance improvements.
“I saw a lot of computer scientists that have worked in AI for some time, I think, be a little bit surprised about this moment that we're in, that we're seeing such incredible strides in model performance just by making the output recursive.”
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Bill Gurley
Gurley argues founders must constantly study new technology at a level uncommon in most other industries.
“Founders live on the edge of a new technological shift constantly, and they can't not know what's happening next. It requires a level of studying that is foreign in other industries and other fields.”
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Howard Marks
Marks notes OpenAI revealed their new model helped build itself, which he finds eye opening.
“OpenAI brought out a new model. And in the descriptive materials, they said that the that the model helped build the model, which is really eye opening.”
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Bill Gurley
Gurley describes how Bjorn Borg retired playing wooden rackets while others switched to superior graphite technology.
“I don't know if you ever even know what those are. But while he was retired, everyone switched to these bigger graphite rackets with a much bigger sweet spot.”
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David Friedberg
Friedberg argues no late-stage empire has ever gained a technology like AI before.
“There's never been an empire that's been in the late stage that suddenly got a technology like AI.”
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David Friedberg
Friedberg explains material would be moved off the moon using electric rail guns rather than propulsion systems.
“But the mechanism for moving material off the moon is not propul propulsion. It's actually a mass driver, so electric rail gun.”
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Marc Rowan
Rowan notes major tech companies like SpaceX and OpenAI remain private without concern from investors.
“We think nothing about private companies in growth and technology just staying private longer, and these are massive companies.”
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Marc Rowan
Rowan says tech companies went from zero to 11% of investment grade index extremely quickly.
“IG issued by the tech ecosystem went from nothing to 11% of the index in a in a flash.”
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Bill Gurley
Gurley says Bjorn Borg tried comeback with wooden racket after industry switched to graphite during his retirement.
“He retired real early in his from a age perspective. Like, I think he was around 30, and he tried to make a comeback when he was, like, 36 or something.”
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Howard Marks
Marks argues AI differs from prior technologies by designing jobs autonomously rather than just doing assigned work.
“AI, it's it's different. It's not just gonna do the job we used to do. It's gonna design new jobs. Mhmm. It's gonna assign new jobs.”
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Howard Marks
Marks argues AI differs from prior technologies by autonomously designing and assigning new work without instruction.
“It's gonna take on work we didn't think it could do, and it and and it's gonna operate, at some point in time without instruction.”
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Howard Marks
Marks lists historical technological innovations from railroads in 1860s through internet in 2000 as comparisons.
“So the technological innovations I'm talking about, let's just for a starting point, let's say the railroads back in the 1860s And then radio in the nineteen twenties, the automobile, computers in the nineteen fifties and sixties, internet in 2000.”
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David Friedberg
Friedberg says federal government spent hundreds of millions on useless workforce training for desktop computers in the eighties.
“In fact, the federal government did this deal in the early eighties. They spent hundreds of millions of dollars in workforce training programs that literally did nothing.”
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Chamath Palihapitiya
Palihapitiya frames AI as the culmination of all prior technological infrastructure from internet to Google.
“Or you stand on the shoulders of all these people that have come before you. Think of what has had to happen for AI to happen.”
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Paul Atkins
Atkins says market participants report Rule 611 introduces unnecessary complexities and inefficiencies in today's technology-driven trading environment.
“we have repeatedly heard from market participants that in today’s evolving technology-driven trading environment, these provisions often introduce unnecessary complexities, burdens, and inefficiencies.”
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Scott Bessent
Bessent frames quantum readiness as critical to American technological and economic leadership.
““America must lead in securing the technologies that power our economy,” said Secretary of the Treasury Scott Bessent”
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Scott Bessent
Bessent says the Task Force aims to keep financial systems competitive amid technological change.
““This Task Force will help ensure our financial system remains strong, secure, and competitive as new technologies reshape the global landscape.””
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Paul Atkins
Atkins notes the SEC first recognized electronic delivery potential in 1995.
“Starting in 1995, the Commission recognized the potential of new technology to electronically deliver information to investors and other market participants.”
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Paul Atkins
Atkins hopes e-delivery will enable interactive and customized disclosures impossible with paper.
“I hope to see interactive and customized disclosures, something that is not possible with paper.”
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Paul Atkins
Atkins says paper delivery should be a relic in the age of AI and blockchain technology.
“In an age of artificial intelligence and blockchain technology, a default to paper delivery should be a relic, not a standard.”
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Scott Bessent
Bessent warns that future quantum systems could break current cryptographic tools protecting financial data.
“Quantum computing has the potential to transform science and technology, but it also poses a long-term cybersecurity challenge because future quantum systems could break many of the cryptographic tools”
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John Williams
Williams identifies structural friction between risk functions operating in review cycles and technologies operating in real time.
“We have risk functions that operate in review cycles, but technologies and business processes that operate in real time.”
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Paul Atkins
Atkins argues SEC rules prevent firms from using modern technologies like apps, video, and podcasts for disclosure.
“We have made it hard for firms to experiment with cellphone apps, streaming video, podcasts, virtual conference room presentations, and anything else that is not an e-delivered pdf.”
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John Williams
Williams argues technology now actively shapes how risk managers perceive and interpret risk, not just manage it.
“This is the critical shift: We are no longer simply using technology to manage risk—we are using technology that is actively shaping how we perceive and interpret risk.”
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John Williams
Williams says AI has made previously infeasible economic history research possible by enabling document analysis.
“Sergio, Stephan, and Emil’s work 3 on bank runs, to take what I think will become a representative example, was in a way almost infeasible prior to the ability to smartly read an immense amount of documentation.”
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John Williams
Williams says New York City employment growth has broadened from healthcare to include technology sector.
“After being driven primarily by healthcare over the past few years, employment growth in and around New York City has broadened to include the technology sector.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries Brad Gerstner and David Friedberg on this subject, at different times.
- Invest Like the Best also carries Brad Gerstner and Gavin Baker on this subject, at different times.
- Tom Bilyeu also carries Bill Gurley and David Friedberg on this subject, at different times.