Big Tech

“Big tech is doing a good job of anchoring the price of all these features pretty low, like co-pilots, 20 dollars a month per developer. It's incredibly cheap relative to the value that it does add. And that really anchors, you know, value in that market pretty…”

“They're really subsidizing the space, a lot of big tech, which I think is positive for open source and positive for users, hard for startups.”

“I think you may see Antitrust actions that were, you know, sort of just as punitive in the Biden regime towards tech happening in the Trump regime towards big tech.”

“And so in all those cases, these companies are spending one to three percent of their market cap on the MNAs, which is not like, that's not transformative MNA. It's really like, again, these big consolidators are just taking call options bets on these fast gro…”

“I couldn't do it when I was in big tech because I got a lot of pushback. They threatened to fire me a couple of times for Brand reasons.”

“When I talk about AI or when I conceive information about AI on tech Twitter, it's obviously very techno-optimist. We're excited about it. With anything being blasted to mainstream, there's Always a lot of skepticism around big tech, a lot of skepticism around…”