Italiano
CEOInterviews.AI
Segnala

CEOInterviews.AI✓

@CEOinterview

What CEOs actually said, verified by humans. 20,000+ Csuites tracked, Nasdaq, AI Labs, S&P, emerging mkts. API + alerts. trusted by clients over $200B AUM

6 Seguiti2.3K Follower1.2K Post
  1. CEOInterviews.AI✓@CEOinterview
    Big Short investor Steve Eisman says the AI labs know they have no moats and are manufacturing a crisis to get regulation that hands them a duopoly "I think this is all nonsense." [ You think it's all nonsense? ] "All nonsense. I think that there's something else completely going on here. ... What I think is happening is that token maxing is over. The open weight models are taking big market share. I think these companies are very nervous. They realize that there are no moats around their business whatsoever, and they're trying to manufacture a crisis that will create regulation, and that they think they can then manipulate to create the moats, to create the duopoly that they want." [ Wow. ] "That's what I think is going on." "Honestly, I think this whole Terminator thing is garbage. That's for sure."
    Scarica
    3432.5K13.3K3.1M
  2. CEOInterviews.AI✓@CEOinterview
    Bill Ackman recalls asking Warren Buffett at dinner whether he ever drinks water, and Buffett said not in 48 years "Bill, I haven't had water in 48 years."
    Scarica
    CEOInterviews.AI @CEOinterview
    Bill Ackman says Berkshire's $10 billion Alphabet stake didn't inspire him, and he sees Greg Abel more as an operator than an investor "I wasn't that inspired by a $10 billion investment in Alphabet at the time. I was a little bit surprised by that. I mean, they got it at a 6% discount, but so what?" "If I were running Berkshire, I'd focus on things that required $100 billion of capital, not a billion, five billion." [ Do you think Greg's the right guy to make the $100 billion decisions? ] "I don't think of him as much as an investor. I think he's known more for being a very good operator... This seems like a moment where the ability to write a hundred billion dollar check is something that is differentiating."
    31213320.1K
  3. CEOInterviews.AI✓@CEOinterview
    Bill Ackman says Berkshire's $10 billion Alphabet stake didn't inspire him, and he sees Greg Abel more as an operator than an investor "I wasn't that inspired by a $10 billion investment in Alphabet at the time. I was a little bit surprised by that. I mean, they got it at a 6% discount, but so what?" "If I were running Berkshire, I'd focus on things that required $100 billion of capital, not a billion, five billion." [ Do you think Greg's the right guy to make the $100 billion decisions? ] "I don't think of him as much as an investor. I think he's known more for being a very good operator... This seems like a moment where the ability to write a hundred billion dollar check is something that is differentiating."
    Scarica
    CEOInterviews.AI @CEOinterview
    Bill Ackman says the Herbalife squeeze that cost him a billion started with $4.5 million Carl Icahn refused to pay him "He owed us like $4.5 million, and he refused to pay. So I had to sue him." [ So you got a bit angry? ] "I didn't get angry... Carl was known for this... He likes the battle. He likes the battle." "He would wait to day 179 and then appeal, and then we won on appeal, and then he would appeal again... eventually we won, and he called me, says, 'Bill, congratulations,' and I said some fairly strong words back to Mr. Icahn, and he didn't like that I did that, and he sat in the weeds." "And then we did short a company called Herbalife, and then Carl, without doing any due diligence in the business, basically figured he would squeeze us, and he very effectively did." [ And you lost a billion. ] "We did."
    141119361.6K
  4. CEOInterviews.AI✓@CEOinterview
    Post @CEOinterview
    Warren Buffett's drink order, as told on Equity Mates Complete interview and transcript, searchable:
    000920
  5. CEOInterviews.AI✓@CEOinterview
    Patrick Collison recalls Stripe's API going dark for eight hours in its first months, and the worst part was that nobody noticed "And it turned out that sort of an upstream switch at our data center had failed... API was down and we couldn't do anything about it." "This felt like one of the longest, you know, eight hour periods of my life." "I was bracing myself for the deluge in complaints and dissatisfied customers and anger and vitriol and everything else. And, you know, 1 p.m. rolled around, and as far as I could tell, nobody had cared or noticed." [ Wow. ] "On some level that was good news, but, you know, as I reflect on it, I realized that it was actually kind of existentially bad news."
    Scarica
    CEOInterviews.AI @CEOinterview
    Kalshi CEO Tarek Mansour says nobody quotes the 75% of Kalshi users who lose money next to the 95% of retail day traders who lose [ Emily: There are influencers all over social media saying they made easy money on Kalshi but when you look at the numbers, 75% of people lose money. Do you feel an obligation, a moral obligation to be more transparent about that? ] "I think we are very transparent that there are risks in every trading product. There are risks." "I would say though that the 75%, what's interesting to me is that actually it's never quoted next to how many people lose money day trading. I think these day trading options get 95% of retail loses money." "So I think the most important thing is the money you put there, where is it coming from?"
    102348
  6. CEOInterviews.AI✓@CEOinterview
    Kalshi CEO Tarek Mansour says nobody quotes the 75% of Kalshi users who lose money next to the 95% of retail day traders who lose [ Emily: There are influencers all over social media saying they made easy money on Kalshi but when you look at the numbers, 75% of people lose money. Do you feel an obligation, a moral obligation to be more transparent about that? ] "I think we are very transparent that there are risks in every trading product. There are risks." "I would say though that the 75%, what's interesting to me is that actually it's never quoted next to how many people lose money day trading. I think these day trading options get 95% of retail loses money." "So I think the most important thing is the money you put there, where is it coming from?"
    Scarica
    CEOInterviews.AI @CEOinterview
    Steve Eisman says Anthropic's S-1 stops at Q2 on purpose, because Q3 growth fell from 147% to 45%, a day after Gavin Baker called it an upside surprise Gavin Baker on TBPN, Oct 27 "I do think the Anthropic S-1 was pretty clearly an upside surprise." Steve Eisman on Prof G Markets, Oct 28 "Third quarter, token maxing is over. Sequential revenue growth goes from 147% to 45%, and the revenue divided by compute goes from 2.08 to 1.7. That tells you something." [ Ed: A lot of those charts that they put up at the top showing you how the business is doing, they do not include Q3 at all... Do you think it was intentional? ] "Only very intentional. That's all. Only very intentional."
    102912
  8. CEOInterviews.AI✓@CEOinterview
    Bill Ackman says the Herbalife squeeze that cost him a billion started with $4.5 million Carl Icahn refused to pay him "He owed us like $4.5 million, and he refused to pay. So I had to sue him." [ So you got a bit angry? ] "I didn't get angry... Carl was known for this... He likes the battle. He likes the battle." "He would wait to day 179 and then appeal, and then we won on appeal, and then he would appeal again... eventually we won, and he called me, says, 'Bill, congratulations,' and I said some fairly strong words back to Mr. Icahn, and he didn't like that I did that, and he sat in the weeds." "And then we did short a company called Herbalife, and then Carl, without doing any due diligence in the business, basically figured he would squeeze us, and he very effectively did." [ And you lost a billion. ] "We did."
    Scarica
    CEOInterviews.AI @CEOinterview
    Lumentum CEO Michael Hurlston says $LITE is sold out through 2029 and still about 70% short of demand "You've talked repeatedly about the memory constraints. Huge. But actually a big constraint are these laser chips."
    710190108K
  10. CEOInterviews.AI✓@CEOinterview
    Robinhood's Vlad Tenev says crypto is in a relative winter, the morning after prediction markets brought in more trading revenue than crypto did [ Kate: Are these the same clients? ... Are they kind of bailing on crypto to go into event contracts? ] "I don't think there's a cannibalization effect. I think what you're seeing is our business is continuing to diversify, right?" "So sometimes crypto is up, sometimes, you know, equities and options are doing well... They're kind of like sine waves of different frequencies. So I think now it happens that crypto is in a relative winter."
    Scarica
    CEOInterviews.AI @CEOinterview
    Robinhood's Vlad Tenev says Elon Musk asking him on Clubhouse if he was doing something shady is what turned public opinion after GameStop [ DJ Vlad: You end up jumping on Clubhouse with Elon Musk and he directly asked you if you were doing something shady. ] "Yes." [ DJ Vlad: How did that happen? ] "I said no." [ DJ Vlad: So, you have what was to become the world's richest man accusing you of fraud essentially. ] "I think that was actually a really good conversation because after, the public perception at least after that was, oh, okay, I get what happened now and that seems like really tough." "Before then, I gave a bunch of interviews that were just corpo nonsense, which I think I regret." "This was probably like two months after I became the CEO."
    100220
  11. CEOInterviews.AI✓@CEOinterview
    Robinhood's Vlad Tenev says Elon Musk asking him on Clubhouse if he was doing something shady is what turned public opinion after GameStop [ DJ Vlad: You end up jumping on Clubhouse with Elon Musk and he directly asked you if you were doing something shady. ] "Yes." [ DJ Vlad: How did that happen? ] "I said no." [ DJ Vlad: So, you have what was to become the world's richest man accusing you of fraud essentially. ] "I think that was actually a really good conversation because after, the public perception at least after that was, oh, okay, I get what happened now and that seems like really tough." "Before then, I gave a bunch of interviews that were just corpo nonsense, which I think I regret." "This was probably like two months after I became the CEO."
    Scarica
    CEOInterviews.AI @CEOinterview
    Steve Eisman says Anthropic's S-1 stops at Q2 on purpose, because Q3 growth fell from 147% to 45%, a day after Gavin Baker called it an upside surprise Gavin Baker on TBPN, Oct 27 "I do think the Anthropic S-1 was pretty clearly an upside surprise." Steve Eisman on Prof G Markets, Oct 28 "Third quarter, token maxing is over. Sequential revenue growth goes from 147% to 45%, and the revenue divided by compute goes from 2.08 to 1.7. That tells you something." [ Ed: A lot of those charts that they put up at the top showing you how the business is doing, they do not include Q3 at all... Do you think it was intentional? ] "Only very intentional. That's all. Only very intentional."
    101459
  12. CEOInterviews.AI✓@CEOinterview
    Post @CEOinterview
    Ft @vladtenev on @CNBC Full interview with Vladimir Tenev, every quote searchable:
    00079
  13. CEOInterviews.AI✓@CEOinterview
    Intel's Lip-Bu Tan recalls the customer who waited months for him to become CEO, then handed him 15 things Intel had screwed up "I still remember one of the customers, they said, 'Lip-Bu, finally we got our wish. We have been 6 to 8 months waiting, hoping that you are the CEO. Now you're the CEO, please come to our office.'" "And they told me, 'Lip-Bu, you guys screwed up 15 areas.' And I said, 'Well, how come nobody told me?'" "They said, 'Lip-Bu, they are not listening to us. They even lecture us. So, we quietly decided you guys out.'" "So, the 15 points, each one of them, I went back to them one by one solving the problem."
    Scarica
    CEOInterviews.AI @CEOinterview
    Bill Ackman says the Herbalife squeeze that cost him a billion started with $4.5 million Carl Icahn refused to pay him "He owed us like $4.5 million, and he refused to pay. So I had to sue him." [ So you got a bit angry? ] "I didn't get angry... Carl was known for this... He likes the battle. He likes the battle." "He would wait to day 179 and then appeal, and then we won on appeal, and then he would appeal again... eventually we won, and he called me, says, 'Bill, congratulations,' and I said some fairly strong words back to Mr. Icahn, and he didn't like that I did that, and he sat in the weeds." "And then we did short a company called Herbalife, and then Carl, without doing any due diligence in the business, basically figured he would squeeze us, and he very effectively did." [ And you lost a billion. ] "We did."
    101384
  14. CEOInterviews.AI✓@CEOinterview
    Post @CEOinterview
    Ft @LipBuTan1 in a fireside chat with Jimmy Cheng Full interview, every quote searchable:
    00090
  15. CEOInterviews.AI✓@CEOinterview
    Steve Eisman says no to the Anthropic IPO, a day after Scott Galloway said $2 trillion looks cheap next to SpaceX Scott Galloway on Pivot "I think it goes out at two trillion... that's 200 billion on two trillion, that's 10x forward 12 months rate. I mean, that looks cheap compared to SpaceX and some of these other guys." Steve Eisman on Prof G Markets [ Ed: The question for investors, the ultimate question is: do you invest in this thing? ] "No." "It just seems, you know, that there are no moats around this business... Being in a business where you are committed to spend $800 billion, where your entire franchise is just simply based on price, is dangerous."
    Scarica
    CEOInterviews.AI @CEOinterview
    Steve Eisman says Anthropic's S-1 stops at Q2 on purpose, because Q3 growth fell from 147% to 45%, a day after Gavin Baker called it an upside surprise Gavin Baker on TBPN, Oct 27 "I do think the Anthropic S-1 was pretty clearly an upside surprise." Steve Eisman on Prof G Markets, Oct 28 "Third quarter, token maxing is over. Sequential revenue growth goes from 147% to 45%, and the revenue divided by compute goes from 2.08 to 1.7. That tells you something." [ Ed: A lot of those charts that they put up at the top showing you how the business is doing, they do not include Q3 at all... Do you think it was intentional? ] "Only very intentional. That's all. Only very intentional."
    100248
  16. CEOInterviews.AI✓@CEOinterview
    Steve Eisman says Anthropic's S-1 stops at Q2 on purpose, because Q3 growth fell from 147% to 45%, a day after Gavin Baker called it an upside surprise Gavin Baker on TBPN, Oct 27 "I do think the Anthropic S-1 was pretty clearly an upside surprise." Steve Eisman on Prof G Markets, Oct 28 "Third quarter, token maxing is over. Sequential revenue growth goes from 147% to 45%, and the revenue divided by compute goes from 2.08 to 1.7. That tells you something." [ Ed: A lot of those charts that they put up at the top showing you how the business is doing, they do not include Q3 at all... Do you think it was intentional? ] "Only very intentional. That's all. Only very intentional."
    Scarica
    142816034.1K
  18. CEOInterviews.AI✓@CEOinterview
    Gavin Baker says OpenAI's Sarah Friar was being literal when she said it could sell its compute commitments at a 3 to 5x premium today "What Sarah Friar said, and Sarah Friar is an exceptional CFO, she said, you know, 'Everybody made fun of us for citing all these compute commitments and we could sell them all at a three, four, or 5x premium today.' And she was being literal." "If you signed a long term compute contract really at any point prior to May of 2026, you were way in the money. You're buying compute for, you know, maybe 10 or $15 a watt and you could sell it at a massive premium to that today." "You have to pay a truly vast amount to bring on a cluster in mid to late '27. And I think that's something that just maybe public markets are not appreciating."
    Scarica
    CEOInterviews.AI @CEOinterview
    Lumentum CEO Michael Hurlston says $LITE is sold out through 2029 and still about 70% short of demand "You've talked repeatedly about the memory constraints. Huge. But actually a big constraint are these laser chips."
    100173
  19. CEOInterviews.AI✓@CEOinterview
    Lumentum CEO Michael Hurlston says $LITE is sold out through 2029 and still about 70% short of demand "You've talked repeatedly about the memory constraints. Huge. But actually a big constraint are these laser chips."
    Scarica
    12669.2K
  20. CEOInterviews.AI✓@CEOinterview
    Post @CEOinterview
    Ft Gavin Baker on @tbpn The whole Gavin Baker conversation, every quote on the record:
    00086
  21. CEOInterviews.AI✓@CEOinterview
    how do you become a top podcaster in AI/SI? own a 100B+ payments company, acquire openrouter, process payments for every guest the Cheeky Pint has had sam, dario, satya, elon, zuck, sundar
    John Collison @collision
    Tomorrow on Cheeky Pint: @sama of @OpenAI
    011232
  23. CEOInterviews.AI✓@CEOinterview
    Post @CEOinterview
    Ft @BillAckman on Norges Bank's In Good Company Complete interview and transcript, searchable:
    0011.5K