R&D
4 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Apr 7, 2024 by Claire Vo · across every show →
Everything said about R&D, oldest first
Apr 7, 2024 bullish
Vo: Unifying Product and Engineering Under a CPTO Maximizes R&D ROI
“Bringing them under one house allows you to optimize for the whole as opposed to optimize for the function. And if you can find a leader that is effective at that, I think you can get a lot of value out of it. And honestly, the second thing is it provides a tr…”
Jul 25, 2024 negative
Martin: Niche differentiation is getting harder due to scale-sensitive R&D and branding costs
“When you think about the costs of differentiation, it's often spending on branding, spending on R&D, R&D sort of innovation. Those two are of the most scale sensitive elements of anybody's cost structure, right? You know, and so being a niche differentiator is…”
May 1, 2025 positive
Truell: AI defensibility comes from economies of scale in R&D
“If you're in a place where, you know, big investments and you know, having more and more great people working on the right path can keep giving you value, then you can get kind of these economies of scale of R&D, and you can kind of have, you know, deeply work…”