“This one-size-fits-all SaaS software … a lot of people are really tired and kind of frustrated with it, because they keep the data in siloes and people just want to customize.”
“One employee … one billion-dollar company. That wasn't possible before.”
“Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I…”
“I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D.”
“We intend to maintain and over time, grow our dividend as we continue to delever and build long-term value.”
“He replied that Pfizer will always explore merger and acquisition opportunities, but the company isn't planning to pursue a large-scale merger. Bourla added that the disruption of a mega…”
“This is not perishable demand, to be clear. This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around…”
“These chips take a while to design. They take a while to build. They take a while to get through the entire pipeline. So we are working with our partners in TSMC for months, if not years,…”
“We really only wanted to talk about it when the product was back from TSMC. It was working, the customer validated it, and we were ready for production.”
“Confident AI data center demand is going to continue”
“An EUV system, if you look at the price, is going to be more expensive than a low-NA system, but the cost of making a wafer with this tool on some advanced layers will be cheaper. We can…”
“I get a lot of questions about whether it’s going to be this month or next month or the month after. And I usually say it doesn’t really matter, because we designed high-NA for the next…”
“Unlike Cursor, which he said has been operating at negative 23% gross margins, he argued Replit has the economics to make that path viable — even if he stopped short of ruling out a sale…”
“We integrated with Stripe a few months ago, and the transactions flowing through Replit are growing triple digits month over month.”
“Pretty soon, our customers will be making more revenue than we are.”
“Somebody does a thing. It looks magical. It looks wonderful. We think it's the only thing. Three months later, somebody copies it and actually does it better.”
“It's a very big conversation, and there is no question that it can find and exploit vulnerabilities at a rate and pace that has not been seen so far.”
“rising satellite demand, defense spending and a potential SpaceX IPO are accelerating growth and investor interest in the space sector.”
“Here’s one of the things that is a good dashboard to be looking at — doesn’t mean it’s a perfect example of productivity, but… how much token usage are people actually doing as they’re…”
“We should have, essentially, a weekly check-in. It doesn’t have to be everyone, all the time with each other –but a group check-in about ‘what did we try to do new this week, to use AI for…”