Commodity
topic on 8 shows · 9 statements across 9 episodes
Acquired 
More or Less 
Another Podcast 
the Knowledge Project 
WTF is with Nikhil Kamath 
Capital Allocators 
the a16z Podcast 
20VC
9 statements about Commodity, every show
Evans: AI foundation models become commodities if frontier progress slows
“If the frontier slows down, then this stuff is definitely a commodity.”
Dixon: Bitcoin and Ethereum are treated as commodities due to their decentralization
“And there's generally agreement that things like Bitcoin are commodities because it's decentralized enough. Ethereum looks like it's in that status as well.”
Brit Morin: Creators must build custom GPTs even if they are commodities
“It's like the thing where like it's commodity, but that means you have to have it. So you have to at least start sometime.”
Biyani: Brand equity means sustainably commanding a price premium over commodity costs
“Brand means you are getting, instead of a commodity of X rupees a kilo, you are getting X plus, you're getting a multiple. That's what the brand is all about. And you have to position the brand in a way that you can keep on getting that premium until when you …”
Rosenthal defines brand power as ability to charge premium prices for commodities
“Like the definition of brand power is you would buy a commodity at a higher price from brand with power over a brand that doesn't have power.”
Assets not clearly defined as securities default to CFTC commodity oversight
“If you look up the definition of commodity in the Coney Exchange Act, there's pretty much everything. Like if it's not a security, it's a commodity. So it naturally sort of fell to us because it wasn't clearly defined as a security.”
Gilchrist: Commodity Prices and Macro Interest Rates Are Fundamentally Unknowable
“And there's not one person out there that I will ever believe when they tell me what the price of a commodity is going to do. It just, it's not knowable. And it's funny how the world is so fascinated by predicting and telling us, you know, we pay a lot of peop…”
Gross: Humans consistently fail to predict when research becomes a commodity
“I also think that we are very, very bad as a species at predicting when things that are the far end of research are about to become a commodity.”