Cliff Sosin

Mentioned in 1 episode

"Nvidia literally, quite literally makes flat files that they send to Taiwan, right? Now, their flat files are very hard to make, but what they have is a lot of people who think really hard about it."

Mentioned in 1 episode

"The core business at Meta is personalized TV. It used to be social media, but now it's personalized TV."

Mentioned in 1 episode

"I don't want to carry myself around as some sort of TSMC expert. Certainly what they do has better attributes. They did this super hard thing that requires all this process power built over many years and is super hard to replicate."

Mentioned in 1 episode

"I strongly suspect that the march of AI into markets... they're started, right? I don't know how Renaissance Technologies did it, but I assume..."

Mentioned in 1 episode

"Were it not for my sense that Carvana's infrastructure and brand and everything else is just so differentiated that there are few scenarios where it works out really badly, then I wouldn't feel so comfortable owning so much of it."

Mentioned in 1 episode

"I don't actually own it, but a company that benefits in theory from having a lot more intelligence is Grindr. Grindr is the gay dating app, but it has been constrained over its life by the fact that it's just not that big a company."

Mentioned in 1 episode

"Cogent Communications, I think, routes 30 or 40% of all IP traffic across the internet, and Cogent is like a few billion dollar market cap company. This is just not a very big industry."

Mentioned in 1 episode

"I think the main reason they were often wrong was this aggregation economics, Ben Thompson aggregation economics, right? And I do think a lot of aggregation theory breaks down when your agent looks at everything on search."