Silicon Valley

“Silicon Valley mostly lives on price to revenue multiples. Like, that is the conversation du jour in in Silicon Valley, and it's one of the most naive ways you could value a financial asset in the world.”

“And I think if we got as enamored by that as building meta, you know, first of all, we'd have a lot less stress all the time. But I think we'd just be building, you know, more, more attractive and valuable companies.”

“You know, I've always said that Silicon Valley has the crudest kind of least intelligent view of valuation. They always rushed to price to revenue because it's easy. And because quite frankly, it's easier to be optimistic. And so, and then the other thing that…”

“I think there's also some Off the beaten path companies with pretty good numbers that are going to come as well. Ironically, not in Silicon Valley, because I think this, the, these memes and rules and this kind of negativity about how big you have to be, I thi…”

“We've been in this period in Silicon Valley for four years where companies just stopped, like, they may have sent their M&A teams to the beach for all I know. There just has not been a lot of activity, certainly among the hyperscalers relative to what had exis…”

“I do think that you're going to see a Democratic Party that, you know, looks in the mirror, comes back to, you know, Silicon Valley on a lot of these issues.”

“Something happened over the past, I'd say 15 years where some of the smartest companies in Silicon Valley have developed a new strategic play where they use open source as a defensive weapon rather than as an offensive weapon.”

“This seems to be the one thing that both sides in Silicon Valley agree on bill. Which is, you know, Lena Khan and the regulatory environment that has been created that causes, you know, these companies to have to do these legal gymnastics in order to do acquis…”

“Because I always, as I always say, from sort of ancient sort of Greece to modern Silicon Valley, there's only one thing that brings civilizations, countries, and companies down, which is hubris.”

“They are facing the largest innovators dilemma in the history, or certainly from my perspective, the history of Silicon Valley. And I think it's almost impossible to replace a 99% incremental margin business, i.e., a monopoly search business with whatever come…”