The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
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every show 44 of 44
Costolo: SpaceX will acquire Tesla
“I think SpaceX, I am one of the people that believes SpaceX will buy Tesla.”
Costolo: SpaceX could be worth over $2T on day one
“When SpaceX goes public, and I think it'll actually, could you could, it could end up being worth over two trillion dollars on day one, whether that's a fake price or not.”
Costolo: OpenAI commitments exceed $1T without revenue to back them
“When you go and run on the numbers, it adds up to crazy over a trillion dollars worth of commitments that don't have the, you know, and you don't see the revenue model or growth yet to back it up.”
Costolo: OpenAI will pop on IPO day but face intense quarterly scrutiny
“It will still do really, really well on day one because people are going to be like, it's the next stigma. It's the next Cerebrus. I can't, I, you know, I haven't been able to buy secondary before I want to be an investor. You have to own one of these things, …”
Costolo: AI data centers will stall without public buy-in from CEOs
“Again, writ large across the country, it goes back to the Darios and the Sams, et cetera, need to start painting a picture to the country about why this is great for us, or a lot of these data centers aren't going to get built.”
Costolo: AI will replace human-only medical diagnosis within ten years
“Healthcare, we're going to look back 10 years from now and go, oh my god, we let humans who had only seen four cases of this decide what to do next instead of running it through, you know, here are the symptoms and evaluating against terabytes of historical da…”
Costolo: AI recommendations will outperform human judgment when they disagree
“There are going to be lots of cases of, in specific domains of, it did this thing a human would never do, and there will be lots of machine learning examples of, well, the machine thinks we should do X, and the people think we should do Y, but the machines wil…”
Costolo: Space data centers are at least 10 to 12 years away
“It's let's at least let's at least agree that it's at least 10 or 12 years away.”
Costolo: Anthropic initially planned to keep Claude Code internal
“You know, they weren't even initially gonna release Claude Code. I mean, they initially, my understanding from folks inside Anthropic is we were just gonna be like, wait, this is like a huge competitive advantage. To be able to increase the rate of speed with …”
Costolo: Mega-cap IPO distributions will reignite early-stage VC fundraising
“You've got all these university endowments and, Venture LPs, et cetera, that haven't had their big liquidity events that are now gonna be, you know, flush with distributions of SpaceX and Anthropic and OpenAI that are gonna be able to turn around and pour a bu…”
Costolo: Twitter partnered with Google to bypass Egypt's Arab Spring shutdown
“Egypt, you know, during the Arab Spring, we sort of started in Tunisia with people organizing protests on Twitter, and they were able to organize protests on Twitter because they were writing under pseudonyms and not, you know, their actual names, so people we…”
Costolo: Twitter stock dropped on MAU misses despite beating revenue and EBITDA
“We could even have beat top line And EBITDA. And grown, you know, bottom line more than we said we were going to grow it. But if we missed an MAU number, the stock would be down.”
Dick Costolo worked as unpaid technical consultant on HBO's Silicon Valley
“I contacted the HBO folks who were doing the TV show Silicon Valley and said, hey, I want to come work on Silicon Valley, and the CEO of HBO, Richard Pepler, said, well, we need a, like, technical consultant, but, like, we can't, like, pay you to do it. And I …”
Costolo trained in same Second City improv group as Steve Carell
“I remember I got there my first day, and you're doing the Second City Training Center, and Steve Carell and I and Rachel Dratch were all in the same group, so he and I and Rachel know each other from, like, God, 30 years ago now.”
Costolo: Twitter took seven years to hit $16, one day to $47
“So we're doing our IPO for Twitter in November, 2013, and it took us like seven years to get to 16 dollars a share. And then it took us Two weeks to get to 26 dollars a share, and then a day to get to 47 dollars a share.”