railroads

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 6, 2024 by Aaron Levie · across every show →

Everything said about railroads, oldest first

Dec 6, 2024
Insight
Levie: Internet data moats differ from historical monopoly dynamics
“The data moats that, that exists now in the internet are just totally different than almost any other form of antitrust, you know, kind of monopolistic dynamics that I think we've ever seen in history. Like, you know, clearly, obviously if you're building what…”
Aaron Levie Dec 6, 2024 ▶ 25:15 #76: In a World with 99.99% Accurate AI… (feat. Aaron Levie) · More or Less Podcast
Aug 22, 2025 bearish
Insight
Sam Lessin: Tech infrastructure doesn't make money; even railroads relied on real estate
“You don't make money in infrastructure. Even the railroads made money through real estate.”
Sam Lessin Aug 22, 2025 ▶ 7:58 #113 GPT-5 Disappoints: The End of the AI Gold Rush? · More or Less Podcast
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