Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 4 Oct 2023 — a date, and nothing else. It is not a claim about who reached a view first.
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Marc Rowan
1
thin
15 Jul 2021 – 15 Jul 2021
-811 d
- Dylan Patel 2 thin 4 Oct 2023 – 4 Oct 2023 +0 d
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David Friedberg
5
9 Jan 2024 – 11 Sep 2025
+97 d
The chronologysourced and dated, oldest first
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Marc Rowan
Rowan says the pool of assets yielding less than 5% is vastly larger than opportunistic credit.
“I like to say it's the pile of assets in the world that yields less than 5% is like this big.”
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Dylan Patel
Patel estimates SMIC's seven nanometer yield at 60-70% based on tool orders and Huawei's phone shipment volumes.
“And the third was looking at the volumes and such, right? So how many tools have they ordered?”
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Dylan Patel
Patel estimates SMIC yield by analyzing tool orders since companies don't publicly disclose China sales.
“And you have to do a lot of napkin math to figure this out because no one publicly releases how many tools SMIC is buying from them.”
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David Friedberg
Friedberg notes top US corn farmers get 300 bushels per acre versus 175 average, showing efficiency potential upside.
“And in The Us while the average is one seventy five, there are farmers who regularly get over 300 bushels.”
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David Friedberg
Friedberg reports Ohalo experiments consistently showed yield increases through hybrid vigor as predicted.
“in every experiment we ran, the results were incredible. The yield goes through the roof. Everything we expected would happen happened. The genetic diversity creates hybrid vigor,”
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David Friedberg
Friedberg reports 50-100%+ yield gains from boosted breeding technology in initial trials.
“And so we started to do it, and the results were incredible. We saw 50 to a 100% plus gain in yield in the offspring.”
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David Friedberg
Friedberg explains plants with multiple gene copies achieve higher yields because they can adaptively access different gene versions as needed.
“Turns out plants are very good at accessing the gene they need when they need it.”
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David Friedberg
Friedberg reports Ohalo experiments achieved dramatic yield increases and hybrid vigor across multiple plant species.
“And in every experiment we ran, the results were incredible. The yield goes through the roof. Everything we expected would happen, happened. The genetic diversity creates hybrid vigor, creates faster growing healthier plants, bigger plants.”
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