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
Roy: Tesla and SpaceX will inevitably have to merge
“Giving that little nugget to the world, starting to seed that idea, and I think it's almost, it has to happen, because these two companies, again, Tesla has a car business, SpaceX kind of has a space business, still has an internet satellite business, but they…”
Roy: Google Gemini will monetize via ads, but Anthropic will avoid them
“At least anthropic is not, I mean, I don't think they're going in that direction at all. Google and Gemini, Obviously, 100% will”
Roy: OpenAI cannot achieve a $300B valuation if it open-sources models
“You're not gonna be a three hundred billion dollar company when you're open source like that.”
Roy: Apple's Services revenue will eventually surpass its iPhone revenue
“I think it's gonna happen. I mean, after the announcement of the 16, I think I think it's probably gonna be sooner rather than later”
Roy: Google will put ads in Gemini; Anthropic will not
“At least anthropic is not. I mean, I don't think they're going in that direction at all. Google and Gemini. Obviously, 100% will.”