D.A. Wallach

Mentioned in 2 episodes

"Turns out they have network effects. Turns out graphic designers still do better graphics work for real companies than OpenAI or Gemini does. 10 designers at a company are all used to using Figma to collaborate with each other. It's what they've trained themselves up on over the last decade and they love it. That's a product people love."

Mentioned in 1 episode

"You're seeing these little fragmentary views of the elephant every week and every Gavin Baker interview and every All-In podcast and whatever, but you still never get to see the whole elephant."

Mentioned in 1 episode

"I don't think the Meta Glasses are likely to displace cell phones. So, as of yet, we have not found the successor to the iPhone."

Mentioned in 2 episodes

"It's from these kids in, you know, Pakistan in their parents' bedroom using Claude or whatever. I don't even know what they're doing, but I can tell you they're amazing and they're going to crush."

Mentioned in 2 episodes

"My assumption is that at some point in the future, Apple Intelligence is going to be at par with these things. I mean, it'd be a real screw up for... they've already screwed up by not being there today."

Mentioned in 2 episodes

"Everyone thought, you know, they were going to have their lunch eaten by Claude Design 6 months ago."