Big Tech Companies

“The organic talent flows simply are not there for the big tech companies in a way that 10 years ago, really good people did go to work at these companies. And today they are not perceived as leading edge companies.”

“These powerful big tech companies are going to decide whether you're worthy. They're going to decide whether you're an AI have or have not. And then they're going to censor the output that you receive based on the criteria they determine when they profile you.”

“Non-exclusive content was going to be dominated by big tech companies. You know, music, films, TV, whatever.”

“Many of the big corporations and including big tech companies funded it directly.”

“I believe that the wealth and the great riches are going to go both to the model makers, some of the big tech companies, and probably the folks who already have had success because they will be at the top of these food chains, and instead of hiring more people…”

“Because I think just the big tech companies in their latest quarter, if you run rate their capex from the latest quarter I think it's like four hundred billion dollars of annual capex. And most of that is going into AI.”

“Like I used to work at a bunch of the big tech companies, and I always felt that we could fire 90% of people and we would move faster because the best people wouldn't have all these distractions.”

“If a company has to depreciate most of its assets, Over three years instead of five years, that means their profitability is going to go down proportionally. And we could have in, in, in, in a stylized case, the value of a company declined by 40% because an ac…”

“These companies will collectively spend something over four hundred billion dollars building infrastructure.”

“And in this era where like, we're constantly told by big tech companies that we need to lock everything down. We need to lock down the user experience and customizability in order to have things work for people. I think Valve showed that's totally unnecessary …”

“China hasn't experienced this broad tech clash that has come across big tech companies in the U S. There is no sense that tech is partisan because nothing in China is allowed to be partisan. There's no sense of a tech right.”

“By the way, a lot of these companies that if you just limit H-Bs, they all have overseas a lot of the big companies have overseas headquarters. So they're going to just offshore the jobs instead of bringing the jobs here.”

“They're not going to break up the big tech companies because like, that's like the whole point is like they're trading partners of the big tech companies. They want to see them Win, in a lot of ways, on a global basis”

“Our world's greatest minds are basically just fine tuning knobs inside of giant slot machines, which is really what's happening inside of most big tech companies and most big food companies.”

“We hire from a lot of big tech companies and we say like, come here, you're going to work your ass off. You'll probably make a little bit less money, but you're gonna like the work that you do can truly an individual engineer at Uber can have huge effect acros…”

“If you look at the big tech companies, for example, right now, many, not all of them, but many of them could probably shrink by 70% and be more effective, right?”

“Cause we've talked with all the big tech companies, all the companies about this and they all like with maybe one or two very small exceptions. They all say, yes, we understand over the longterm, we have to pay for content.”

“Guys, you laughed at me when I said inequality inside big tech companies over these AI packages is going to be a thing. And I tell you it's everywhere.”

“It's a politically incorrect thing to say, but for a lot of product builders, their focus is as much about getting promoted at the end of the appraisal cycle as it is about building a product which really resonates with the audience. And when that is your ince…”

“I actually think the horizontal, like, experiences are addressable by startups now, because I think the big tech companies are just going to be too conservative.”

“And some of them are going to announce in the coming months that they will follow our system. DEPA on a global basis, even in jurisdictions that don't require them to follow.”

“Essentially forces most startups to lose much needed ground to big tech companies, and that entrenches incumbents more.”

“Apple kind of, or not kind of, they really showed that they have the trifecta down there of the ability to build technology The ability to build platforms and the ability to build products all at once. Most of the big tech companies can only do two of the thre…”

“They can totally afford this, and they can afford to keep spending like this for the next few years at least.”

“These big tech companies are producers of compute. Startups are consumers of compute. So if you believe there is an overproduction of compute and that compute prices go down, startups win because they are buying those compute. Lower cost of compute directly tr…”

“The big tech companies actually do a very good job of this. And I think it's another advantage they have that's underestimated is kind of convincing the supply chain to change their behavior is something that those guys have a lot of practice doing.”

“And frankly, that's the deal that all the big tech companies have made. They are all in bed with the intelligence community.”

“They're not only underfunded to do AI, but the, there's a push among the big tech companies to Enact legislation that would essentially outlaw AI in universities by eliminating open source.”

“If what we were was, call it, seven big tech companies heading to three, then I would be concerned, right, because of, kind of, the monopoly effect. But I actually think we're seven big tech companies heading, like, 15.”

“It's going to be really hard to make money on them directly, but it's going to be a huge point of leverage to the big tech companies, I still believe.”

“One of the things that concerns me is if you look at our big tech companies, it's the one thing our adversaries cannot beat us at. They have not been able to figure it out, right?”

“At a lot of companies, including a lot of big tech companies, it's HR has a charter to basically drive political and social change and enforce that change. Very broadly inside the organization, right?”

“The establishment banking, you know, the big banks hate crypto, the big tech companies hate crypto.”

“Even if you just take the, all the big tech companies and ignore the rest of the data centers, that alone is, is probably at least 15 to 20 gigawatts of capacity.”

“You'd think that a Republican would be a little softer on regulation, but honestly, he was not the traditional conservative Republican free market. He was a populist and he hated the big tech companies because they were so critical of him and they almost steer…”

“I did J trading starting last summer and I'm up whatever, 25%, something crazy like that because I picked all the big tech companies.”

“The reality is those seven companies. One of them, Nvidia, is actually firing on all cylinders. Everybody else just stopped acting like a fucking moron.”

“We're going to end up in a situation in which the big tech companies have inordinate influence over this new regulatory agency, and since It's not clear what the regulatory agency is even supposed to be doing yet. They're gonna end up promulgating a bunch of r…”

“And then it became especially true as the market deteriorated as more and more designers were getting laid off from big tech companies, like basically their willingness to spend money to basically get connected with junior designers became less and less.”

“And so if you're a startup, I get that you have the advantage of speed, but you need a multi-year execution window to be able to take advantage of all that product you can ship quickly. If these big companies are able to ship this quickly, they've got so much …”

“And now today I think it's the dynamic is, is quite different because it's no longer academia's job isn't just to get things to work because you can do that in other ways. There's a lot of resources going into big tech companies where there's if you have data …”

“If you repeal section two 30, you're going to get vastly more censorship. Why? Because simple corporate risk aversion will push all of these big tech companies to take down a lot more content on their platforms. The reason why they're reasonably open is becaus…”

“I think what it shows is how deeply intertwined our big tech companies have become with the security state.”

“The percentage of the, of these companies as a percentage of the S and P is now, you know, off by 500 basis points. It's down to 20%.”

“At the end of last year, a quarter of every S&P dollar was crowded in those names, a quarter.”

“You know that none of the other big tech companies will ever even do that. And the capital structures of those companies will never allow a single strong voice like his to enforce that idea. So this is the only company where that could happen.”

“After being on the inside, it takes about a year of collecting data for them to even think about building something like this or building something they see happening in the market. And then it takes three months of like a framing process where you do research…”

“She just sort of casually mentioned that, oh yeah, by the way, the administration is flagging posts for a social media company, for big tech companies to take down, to remove. And posts, yeah, and she just kind of meant, Just casually mentions, oh yeah, the bi…”

“And so I think there is, I think the left and the right here can cut a deal where they regulate these guys, these big tech companies as common carriers. I think that is what we're headed towards.”

“Every company in tech right now Has to be partnering with the big tech companies, right? Because there's lots of great services there that customers want.”

“I think a lot of these big tech companies are still being priced in for a global TAM, which they will not get. And they won't get it, not because China, like, bans them. But because I think every economic region, every major economy has an incentive to impose …”

“In California, we have no enforceable non-competes, so the big tech companies all got together in secret with the big entertainment companies and agreed that they wouldn't hire each other's employees, top employees.”

“I also see every day people breaking off from these companies and just applying their knowledge to all sorts of other industries day-to-day and starting their own companies, and so Talent is like not that concentrated, actually, and there are all sorts of grea…”

“I don't think that they were disrupted very much by the shift from web to mobile, and I don't think they're going to be disrupted very much by the adoption of AI power software.”

“Increasingly at a lot of the conferences and looking at the papers that were being developed, it was more and more just big tech companies like ourselves that were showing up in the literature, and it was more and more a field becoming dominated by big players…”

“If you look at all the big tech companies in Silicon Valley, they're monocultures of engineers and business people. They don't really hire people who make and create content.”