big tech companies
4 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement Sep 13, 2024 by Parmy Olson · across every show →
Everything said about big tech companies, oldest first
Sep 13, 2024 positive
Nov 17, 2025 bearish
Luria: Three-year GPU depreciation could slash AI company valuations by 40%
“If a company has to depreciate most of its assets, Over three years instead of five years, that means their profitability is going to go down proportionally. And we could have in, in, in, in a stylized case, the value of a company declined by 40% because an ac…”
Mar 18, 2026 bearish
Sorkin: AI wealth will concentrate in big tech and incumbents hiring agents
“I believe that the wealth and the great riches are going to go both to the model makers, some of the big tech companies, and probably the folks who already have had success because they will be at the top of these food chains, and instead of hiring more people…”