The Ledger, every show

“The main fear is that a novel virus is, you know, invented, and then crispered, and we have serious problems. Which will definitely happen.”

“Guys, I've been saying OpenAI zero the entire time. And I'm gonna keep saying it.”

“200,000.”

“NVIDIA will be down 15%.”

“They're not going to break up the big tech companies because like, that's like the whole point is like they're trading partners of the big tech companies. They want to see them Win, in a lot of ways, on a global basis”

“I would go super under on Stripe going out. Those guys are too smart. They have a totally different plan. They have no interest in the public market. And there's no point to them in going public. There's plenty of liquidity in their currency.”

“I think what we're going to find is that, you know, a, The market, most of those funds are going away because they don't have that and they're not going to be.”

“I totally buy the thesis that you're going to see individuals that have a lot of trust and brand and community and deeply understand a niche. Do things you haven't seen before. Like, I buy the one person billion dollar company thing. Like, I think that's real …”

“I, a million dollars that a human has been on Mars by 2040. Like set foot, like planted the flag, like boot on sand. Like literally went out of a spaceship, like hung out, did a little dance and I'll bet you a million dollars.”

“I personally think if this is, if the case ended up coming down, they, that the courts defined it as the search ad market was not a monopoly, but the search consumer was, and that I, my money says this gets struck down, which is why the stock isn't.”

“So I personally think if this is, if the case ended up coming down, they, that the courts defined it as the search ad market was not a monopoly, but the search consumer was, and that I, my money says this gets struck down, which is why the stock isn't.”

“Character AI, sayonara. Like, it's not like, you know, it's, these are cool ideas, but the reality is you have the data, you have the distribution. AI is an easy tack on for platforms. This is not disruptive. It's just extending what they can already do.”

“There will be one, but only one, five hundred billion dollar plus IPO.”

“That's not going to happen with Trump as president.”

“By all accounts, I've heard Orion's amazing, but they're not going to release it any time. Like, there's no, Device coming. It's going to be a long time on the burn, and I think it's a totally different story in terms of what the progression is there.”

“The unintended consequences that I think politicians will think in their heads, oh, if we get rid of section two 30, it will force the companies to deal with fake information and fake news and AI news because we can't do it. Right. What it will do in fact and …”

“I don't think even the SEC is claiming things like Bitcoin or Ethereum are actually securities anymore, right? You know, that we've kind of moved beyond that.”

“That's clearly going to go bankrupt.”

“Because they're thinking, because they type A on their keyboard, and it auto completes to Airtable.com, and so they will keep using it.”

“It's like how Venmo is an important product, but never will make money and never has.”

“That lawsuit, I just can't imagine that OpenAI, the cat's out of the bag. It's just not going to happen, that that, that lawsuit will be successful.”

“It seems inevitable that JP Morgan will let you hold Bitcoin inside.”

“They're gonna be so subscale. They're not gonna have an advertising model. It's gonna be like some sort of fucking coin bullshit thing. Like there's, you can't build an advertising model.”

“You're just gonna end up exactly what we already have in the physical world, where basically, you'll just have laundering through Mexico, right? Where, like, all the Chinese internet companies will become Mexican internet companies that Chinese people have to …”

“They're going to wait two to three years until everyone forgets. And then they'll do it again. This is not over. They're just going to wait two to three years.”

“Bitcoin's down. I'm looking right now in the last week, two percent. ETH is down a percent. Like, this is kind of a big nothing burger from how the crypto markets are digesting it, right?”

“It's just like the interesting experience I had is, you know, you end up, I like double the number of Twitter followers I have of these people who are interested in this economy.”

“Somehow Buzzfeed has doubled its value from thirty million to seventy million dollars in market cap.”

“He literally gives everyone his email address on stage. He's like, if you want to email me, I respond to all the emails.”