Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 1 Dec 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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Marc Rowan
2
thin
1 Dec 2020 – 15 Jul 2021
+0 d
- Dylan Patel 2 thin 10 Jun 2025 – 17 Aug 2026 +1652 d
The chronologysourced and dated, oldest first
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Marc Rowan
Rowan argues for moving forward to extraordinary rather than returning to normal post-pandemic.
“We need to go forward to extraordinary, not back to normal. Let us take not only what we can carry, but what will carry us.”
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Marc Rowan
Rowan tells his team Apollo will change more in the next five years than in the past five.
“I've told our internal team our business is gonna change more in the next five years than it's changed in the past.”
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Dylan Patel
Patel says his business model shifted so that 95% of revenue now comes from selling datasets.
“the business transformed into, you know, selling data, right, or build building datasets and selling them. Right? And when the business truly flipped to that, we're now 95% of the revenue is that data”
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Dylan Patel
Patel argues AI business transformation has severe upfront spend spike then major cost efficiency gains.
“Like you spike up on spend a lot for the one time and then you spike down a lot and your cost efficiency is way better.”
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