brand effects
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 10, 2025 by Chris Dixon · across every show →
Everything said about brand effects, oldest first
Sep 10, 2025 positive
Dixon: Silicon Valley underestimates brand equity and consumer inertia
“I've always suspected in tech, we, in Silicon Valley, kind of, we underestimate the power of just kind of brands and consumer inertia, and I think you're sort of seeing that today with ChatGPT of just like such a Household name, like overnight almost that even…”
Sep 24, 2025 bullish
Casado: Early AI breakouts gain strong brand effects over model performance differences
“Honestly, last quick point on this is, like, for the first time in a very long time, we're seeing brand effects with an early technology, and what I mean by that is, if you look at, like, whatever, the major model providers, you know, how much better are they …”