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.
shows 
every show 44 of 44
Currier: Nvidia and big LLM training companies will eventually go to zero
“So both Nvidia and all of these giant LM companies who are spending all this money on training are going to go to zero eventually.”
Currier: Unlimited AI processing will run on phone CPUs within four years
“AI is going to be like water. You're going to get free unlimited AI processing on your CPU. On your phone within three to four years. There's no doubt it's going to free”
Currier: 85% to 90% of all tech returns originate from the Bay Area
“Why is it that sort of 85, 90% of all returns in tech have come from the Bay Area? It's because the mindsets here are slightly different from New York and London and LA and other things.”
Currier: Consumer software window closed in 2014, producing only ten unicorns
“Between 94 and 2013, it was a fantastic time to start companies in the consumer software space and invest in them from seed or series A. In 2014, the window just closed. You can look at the number of unicorns created in two th from 2014 to today, and it's real…”
Currier: Consumer AI startup window will stay open for 3 to 4 years
“I think that AI has created a whole new set of consumer experiences. I think the window there will be open for three to four years for people. It hasn't even really started.”
Currier: Commercial space startup window will begin closing in 3 to 5 years
“I think the space window is still open for another three to five years. But it'll start to close here soon, because remember, SpaceX started 20 years ago.”
Currier: Messaging Network Effects Will Outlast Social Networks Like Facebook
“Facebook may be around in 10 years, but it might not be, but it's pretty clear that messaging will be around because we're always going to be able to scan text with our eyes. That's a good interface for us. And so messaging is probably a longer term thing for …”
Currier: Future digital growth will mostly come from paid acquisition
“So what's happening is we're moving into a world where much of the growth, at least digitally, is going to be coming from paid, and so we are becoming necessarily more fans of paid and just doing it right.”
Currier: The TechBio startup window will stay open for 30 years
“I mean, we're just seven, eight years into the tech bio thing, and that's going to go, that window will be open for 30 years. We're going to learn so much about DNA and what's going on there.”
LinkedIn Beat Ryze Because Reid Hoffman Recruited Silicon Valley's Top 4,000
“There was a guy named Scott who started Rise, R-Y-Z-E, in 2000, which was LinkedIn two years before LinkedIn. But he wasn't Reid Hoffman. And Reid knew the top 4000 people in Silicon Valley and emailed. And then once we were on, all the guys in New York wanted…”
Currier's four venture-backed startups never lost any investor money
“And so that's why we haven't really failed yet. And we haven't ever lost anyone, any money, When we've been entrepreneurs and building companies.”
Currier: Google was 8th to market and Facebook was 156th
“You know, then you look at your next great success, Google, they were the eighth to market. You look at Facebook, they were the 156th to market with the same five features.”
Currier: Network effects drove 60% of tech value created since 1994
“We did a large study of companies that were, have been formed since 1994, 337 companies worth over a billion. And if you look at the market caps, the combined market caps of all these companies and identify, you know, which of them had network effects at their…”
Currier: Trulia achieved a $3.5B acquisition with zero marketing spend
“Pete Flint, my partner, he grew Trulia to a, you know, three and a half billion dollar acquisition with zero marketing spend.”
Currier: Five of top seven global companies rely on network effects
“So if you look at the top, you know seven companies in the world in terms of market cap, Five or six of them have network effects at their core. And that was not true. 30 years, 20 years ago.”
Currier: PGA Tour makes $1.5B more per year when Tiger Woods plays
“If Tiger Woods plays, the PGA makes one and a half billion dollars more per year, and if he's not playing, it's like, These nodes in these networks, and so if you could get Tiger to go over here, and you could get this, and this, and that, if you did the right…”
Currier: Rebranding Emode to Tickle raised buyout offer from $45M to $110M
“We had gotten an offer for forty-five million as a company when we were called Emode, and then six months later, we got an offer for 110.”
Three College Social Networks Existed Before Facebook Launched at Harvard
“Look, there was three college social networks that came before Facebook, but it was the first one started at Harvard.”
Currier: Changing CTA from 'store' to 'share' grew users to 47M
“We had an experience years ago where, you know, we were storing photos on a website, and we said, store your photos here, and it didn't really grow very much, so we just switched it to say, share your photos, and that switch of Change the product flow and chan…”
Currier predicts software will triple or quadruple the RV rental market
“And we think that not only, this is one of those sectors that while it's only a few billion dollars today, you have a huge demand overhang, and it's going to transform the industry that they're in, and triple it, and quadruple the size of it, but with the pres…”