Depreciation
topic on 4 shows · 4 statements across 4 episodes
Acquired
the Knowledge Project
My First Million
20VC
4 statements about Depreciation, every show
Feldman: Chip depreciation is driven by generational performance jumps, not calendar time
“The question of depreciation is how much faster are future generations than the current generation? That's the actual question on depreciation. Because what you're, with depreciation, you're saying, at some point, it's no longer worth using a part that's fully…”
Gaynor: In capital-heavy industries, replacement costs exceed accounting depreciation
“Now, if you're talking about oil companies, or steel mills, or heavy capital intensive businesses, it's not a good map, because the D that you're subtracting out to sort of talk about the earnings power, Not only is that D real and shouldn't be subtracted out,…”