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Things People Say on Podcasts About Tech Strategy & Big Tech

Analysis of the tech industry's business: platform economics, big-tech strategy, and regulation.

Everything worth repeating from the Tech Strategy & Big Tech shows we follow. Updated every day — free to search and free to use, attribution included on every card.

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“They actually have their own employees going on site to data centers now… checking to see how far along these fabs are… Here's a foundry. They're multiple layers removed from data centers, but they actually have people doing site inspection, trying to figure out what's real. I remember the days not so long ago when TSMC would just call up a sell side and say, what's your forecast for handsets? What's your forecast for PCs? And that would be their modeling.” — Jay Goldberg, The Circuit “Trailing edge equipment is in shortage too now. In fact, in China, there's a very healthy second-hand semicap tool market. And that has gotten so tight that people are stealing equipment… Somebody pulls up a truck, presumably with 10 guys and a forklift, and steals equipment. That's how much demand there is.” — Jay Goldberg, The Circuit “I do not consider myself an app developer and would never call myself that. I would say I'm an app project manager and a vibe coder. Because I could not look at the SwiftUI code in these apps and tell you anything.” — Stephen Robles, The Vergecast “This assumes that just knowing the answer to the test is enough. And if you give us the answer to the test, you have given us everything that is required. And they keep just being like, no, that's actually not what this is.” — David Pierce, The Vergecast “What do you do if you then obliterate an entire generation of postdocs and PhD students because you solve their problems?” — Robert Hart, The Vergecast “It's gone from problems no one really cared about or noticed… to ones that, oh, some very accomplished mathematicians have spent their entire careers trying and failing to do this. And they did it in like three days.” — Robert Hart, The Vergecast “You can really turn system building into the focus of your life in a way that gets in the way of the only real answer to meaningful productivity, in my opinion, which is to just do the thing. … You turn it into a long-term project, which is often a really neat way, I think, of postponing the difficult bit or the scary bit.” — Oliver Burkeman, The Prof G Pod with Scott Galloway “24/7 is inevitable. And you can fight it. You can say, I don't like it. I don't want to stay up at two in the morning. But risk doesn't know what time of day it is. … The biggest problem with 24/7 is the banking system. … There's nobody on the planet that could pre-fund on a Friday a $76 trillion market as the banking system is closed. … Unless we have a true 24/7 banking system, we won't have 24/7 markets.” — Terry Duffy, Odd Lots “Since the second Trump administration's come into place, there's been 2,500 self-certifications that have been submitted into the Commodity Futures Trading Commission. Not one of them has been denied. Now, how can it be that not one of them has been denied?” — Terry Duffy, Odd Lots “That number in our world today is like meaningless, in the sense that every part of code we now touch is influenced by AI deeply.” — Sundar Pichai, Big Technology “I think our cloud business is at any given moment in time foregoing short-term revenues because we are making compute trade-offs to support frontier AI development.” — Sundar Pichai, Big Technology “That's the way you change American politics is you talk to your neighbors and not say you're an idiot or you need to change the way you vote. You say, hey, are you aware that there is a private prison going in next to our elementary school? And I've got a real issue with that. And that's what makes people show up.” — Heather Cox Richardson, Pivot (Kara Swisher & Scott Galloway) “One of the things that we are suffering from in this particular moment is the conversion of wealth, that is the things that make a life worth living, you know, family, church, if that's your thing, open spaces, time with friends, education, libraries, whatever, that that is essentially being turned into cash. And that, you know, we're liquidating it and turning it into cash and then giving it to a very few people.” — Heather Cox Richardson, Pivot (Kara Swisher & Scott Galloway) “Your happiness and general sense of well-being is the delta between what you have and your expectations. And because of social media vomiting 105 times a day, how well everyone else is doing, the expectations, especially amongst young people, is that if they don't have a boyfriend with a six-pack and they haven't made $3 million on the SpaceX IPO, that they're failing.” — Scott Galloway, Pivot (Kara Swisher & Scott Galloway) “Because what do all of these things need? Whether it's Robotaxi or whether it's data centers in space, they need money, right? And money needs a narrative. And this is just another one of the narratives to stack on top to say, here's how we can drive incremental value.” — Walter Piecyk, Decoder with Nilay Patel “We should save all these quotes now where they're saying, oh, Elon can't be a competitor because he only has 80 megahertz of spectrum. Because then when they want to merge with someone, they're going to claim, oh, no, he's actually a competitor.” — Walter Piecyk, Decoder with Nilay Patel “It took 100 years for us to absorb the printing press, and it was the most violent 100 years in the history of humanity. … We have 20 of those hitting us in the same time. AI is a Gutenberg moment. Blockchain is a Gutenberg moment. Life extension is a Gutenberg moment.” — Salim Ismail, Moonshots with Peter Diamandis “There's a SEAL, well-known SEAL that came to help us evaluate these and fly these things. … He's four standard deviations on this thing. I can't rely on his judgment about which drones to buy for that reason. He wants to fly the drone, do backflips, and land it on a dinner plate. I don't need that. We want the drone that takes care of itself.” — Travis Metz, ChinaTalk “We actually have a very wide, and I would say sophisticated drone industry here. I say wide because it's not deep. I'm sort of impressed by the quality of the entrepreneurs and the quality of the ideas that they have, but none of them scale. … Everyone gets mad at me when I say that. And when I say scaled, I mean, tell me where you are on the log chart versus 8 million a year. Because that's what scaled looks like. It's not having made 1,000 last week.” — Travis Metz, ChinaTalk “What is the purpose of sidewalk signage? To grab your attention. And do you know what this just did? This grabbed people's attention like nothing else. There'd be some creative agency that would charge you like 250K, and there'd be a grand Don Draper style pitch, and they'd be like, listen, the ultimate sidewalk signage, a sign of a sign in a sign. And everyone would just be like, holy shit, you're amazing.” — Ranjan Roy, Big Technology “By the mid-2030s, we would expect the U.S. to have, with pretty significant error bars, something like production of a billion NVIDIA H100-equivalent chips per year. If we stop the flow of DUV immersion tools today, we project that China is probably going to be capped out at something like 10 million per year in their indigenous production… Whereas if you continue to export these tools, there's a plausible world where the uncertainty ranges of U.S. production start to overlap with Chinese production. So we could potentially give that entire lead away.” — Saif Khan, ChinaTalk “The SpaceX prospectus is truly the first real blueprint for what is the East India company of space… The bottom rung is space launch capability. Right now, SpaceX launches 80% of the mass in space. Its next closest competitor is the government of China, and it's not close.” — Josh Tyrangiel, Prof G Media “Toward the end, there were a lot of spectators showing up, including people who were in a book club who read John's book and who came together as a little book club outing. And I'm asking them, what are you guys doing here? And one of them told me, which I'll never forget, oh, we're just fans of white collar crime… In the same way that there are people who are fans of murder stories or murder podcasts, there's also a fraud contingent as well.” — Erin Griffith, Hard Fork (NYT) “I used ChatGPT for the first time on the day it was launched, I think, November 30th, 2022. And I instantly was like, oh my God, my career is over.” — Stephen Witt, Search Engine “Apple has a history of making home products, like both HomeKit and the Home App itself, and also HomePods. Both of those, Apple kind of puts something out there and then neglects it for years. It just withers and dies of neglect because Apple just can't be bothered to do anything to improve it. Why would this be any different?” — Marco Arment, Accidental Tech Podcast “We're now, you know, 11 years after I broke this story in the Wall Street Journal. And who is stoking the interest? Who is recreating reasons for us to again pay attention to her? It's Elizabeth herself. She is the one who invited these filmmakers into her home 34 days before she was scheduled to go to prison.” — John Carreyrou, Hard Fork (NYT) “The law was actually a law from the CEO of Intel to his employees: you better make this happen. This is the law. This better happen because our whole business model is based on it.” — Stephen Witt, Search Engine “Fei-Fei Li, who ran the competition, when she heard a neural network had won the image recognition competition, and not just won it but crushed it, her words were: it was like learning that the land speed record had been broken by 100 miles an hour by somebody driving a Honda Civic.” — Stephen Witt, Search Engine “I'd like to bring people back towards solutionism because, you know, I don't want surveillance at all, but we don't live in Benjordistan. We live in a democracy. And a lot of people are okay with it to some degree.” — Benn Jordan, Decoder with Nilay Patel “For an actor, for a character, it's the best because you always want to be losing. Losing is way more interesting than someone who's winning all the time. Winning is boring to watch, but to lose, that was so humiliating.” — Keri Russell, On with Kara Swisher

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Scott Galloway 9 Nilay Patel 5 Kevin Roose 4 Ranjan Roy 4 Jensen Huang 4 Astro Teller 3 Jay Goldberg 3 Nate Soares 3