margin, every mention

7 scenes (said by Ranjan Roy) · ← back to margin

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Verbatim, from the transcripts: the passages where margin comes up

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Software’s Epic Comeback, Meta’s AI Layoffs Blunder, South Korea Stock Market Chaos Aug 31, 2026 · 1 mention

  • ▶ 35:30 Ranjan Roy I'm excited because in August second, 2019, I'd written a piece for the margins five point plan to fix social media and two of the things that I've been shouting about for years now.

Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot Apr 20, 2026 · 1 mention

  • ▶ 4:31 Ranjan Roy So like, walk me through, and, and I'll say the AI infrastructure side of the world, that's where, uh, John, who I write margins with, that's his world.

AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite Mar 9, 2026 · 1 mention

  • ▶ 52:46 Ranjan Roy And actually, one of the first Margins pieces that ever went viral was about the Popeyes chicken sandwich kind of got, like,

Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff Mar 2, 2026 · 1 mention

  • ▶ 56:34 Ranjan Roy I saw arguments over, like, it using DoorDash as an, uh, as an example, and I actually do agree with the idea that that was, like, and as not the biggest fan of DoorDash, as readers of Margins will know, I do think they're gonna be the…

OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back Oct 27, 2025 · 1 mention

  • ▶ 18:09 Ranjan Roy Oh, I, I, I know, uh, listeners, long-time readers of Margins will know that fried chicken is something that I, uh, spend a lot of time thinking about and, and, and eating and interacting with, and, uh, Dave's Hot's pretty good.

Revealed: OpenAI Tells Us ChatGPT's Major Use Cases Sep 22, 2025 · 1 mention

  • ▶ 34:42 Ranjan Roy Again, I, I don't know anyone who's using Claude that much in terms of the thought partner side of it, other than my, my co-host of Margins, uh, John, he's been using, he's been,

Apple’s AI 'Gap Year' at WWDC?, Elon Vs. Trump Goes Nuclear, NYTimes’ OpenAI Attack Jun 9, 2025 · 1 mention

  • ▶ 55:25 Ranjan Roy Like, their business model is dependent on not having those conversations, and they're gonna have, I think they do licensing deals with like Reuters, a couple others, and they're gonna have at a high level, but like, if that becomes the…
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