transformation: everyone on the record — The Minutes https://minutesof.com/on/transformation/ Everyone on the record about transformation: 4 verbatim quotes from 2 people, December 2020 to August 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:33:18 +0000 Dylan Patel: Patel argues AI business transformation has severe upfront spend spike then major cost efficiency https://minutesof.com/q/beb99cd3-2c36-483e-8d3e-dbdbe09ba3fb/ https://minutesof.com/q/beb99cd3-2c36-483e-8d3e-dbdbe09ba3fb/ “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.” — Dylan Patel, SemiAnalysis Mon, 17 Aug 2026 15:00:06 +0000 transformation Dylan Patel: Patel says his business model shifted so that 95% of revenue now comes from selling datasets. https://minutesof.com/q/bea63ab4-2811-4e8f-a074-3fe239719551/ https://minutesof.com/q/bea63ab4-2811-4e8f-a074-3fe239719551/ “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” — Dylan Patel, Origins with Sonith Tue, 10 Jun 2025 17:13:06 +0000 transformation Marc Rowan: Rowan tells his team Apollo will change more in the next five years than in the past five. 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 transformation Marc Rowan: Rowan argues for moving forward to extraordinary rather than returning to normal post-pandemic. https://minutesof.com/q/b4814177-7199-4671-ab74-5a4a59c85886/ https://minutesof.com/q/b4814177-7199-4671-ab74-5a4a59c85886/ “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.” — Marc Rowan, The LionTree Podcast Tue, 01 Dec 2020 19:23:32 +0000 transformation