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I think a lot of founders mistakenly focus on the here and now. And, you know, the here and now changes just like the technology changes. So to do who's who's looking at these technologies. And also…
I think in general, I support things that are conflicts of interest as a general matter. And that's why I'm a big supporter. And I have publicly supported, for example, the bipartisan legislation…
I think what we're doing with this new billion dollars is we're planning to back founders building what we're calling is the new economy, the future of finance, and certainly digital assets are a…
We support the schemes. What we don't support is these last minute unannounced unexplained changes in the grading system. If you have a grading system, leave the grading system alone and stop or at…
We have a system that's operated on certain stars for the last three or four years and then out of nowhere they changed the star system before Christmas. They changed the system because now they want…
This star system drives me bonkers. It's a system invented by bloody bureaucrats in Dublin who don't know one end of a cow from another and now they're chopping and changing the star system every…
Irish agriculture comes in for a lot of unfair criticism particularly from the environmental Lobby who wouldn't know one end of a bull from the other. They talk a lot of bull but we produce great…
We're in China not just to win this year, but we're in China trying to win for the next 10 and 20 years and really make sure we're building the right foundations for the long term and staying close…
There is no ceiling to our marketing investment as a percentage of revenue. The key driving factor here is the return on investment that we get. And I have to say our marketing teams around the world…
We continue to be on offense. Our performance is the result of delivering across our multiple drivers of growth. There's no single or one-time element that drove the outperformance. That's really the…
Our reported full-year revenues surpassed 8 billion for the first time, driven by growth across our retail and wholesale channels in every region. Operating margins exceeded our expectations,…
I don't think anybody in the UK has yet realized how weak their negotiating position is and how difficult the Europeans going to be to deal with. And I think the problem is that the UK was sold a pup…
I don't think Brexit will happen. I think the British will realize they've made such a spectacular balls of it that within 18 months I think they'll change their minds and decide they should stay in.
When you see a technology wave that is so end user focused, what you're seeing is a platform disruption or a platform shift. I bought an iPhone and by the time Uber came I was ready, I had the device…
What's really fascinating about this new wave compared to the last wave of cloud is that primarily the demand is coming from consumers rather than enterprises. It's the end user buying the product…
I think every business will fundamentally become an AI powered business. I think we're going to see this in two domains. Number one is the internal operations and implementation details, how the…
Let's start by saying the US capital system is extraordinary. You can raise billions of dollars based on an idea and a promise of a scale business. Let's not screw that up. The second thing is let's…
The arrival of these large language models is a new economic problem in our industry because the amount of capital in my 50 years of doing software we never had capital constraints. Now in order to…
My own view of TikTok is that TikTok is not really social media, it's really television and that you can regulate television by the equivalent of the equal time rule but somehow we're not having that…
My simplest example there is Europe. I've spent 10 years trying to convince Europe to actually innovate instead of regulate and they just keep regulating. The current EU AI Act is essentially…
The good news is the US is way ahead of China and everybody else and I think that's going to continue for a while. In the case of artificial intelligence we are well ahead two or three years probably…
I've lived through a lot of days like this in crypto. Um, one of the things that gives me a special comfort at a time like this is that we didn't do anything. You know, like there are times when…
Markets are forward-looking. They don't care about right now. They care about the future. What is Ethereum going to be worth in 20 years? What is Bitcoin going to be worth in 20 years? We don't talk…
I'm actually kind of bearish on PERPs domestically. This might be a little bit of a hot take, but um I think the idea that perps are going to somehow reinvigorate the market and like oh because we…
I totally disagree with this. I think this is horseshit. Like I I mean it is not the case that the that the economy has deteriorated by 50% in the last 6 months. Like that's just not a correct…
It'll be a combination of advertising and subscription Revenue that I think will lift us out of this current crisis.
We of course talk to News Corp all the time so it's it's it's not a it's a these are all friendly conversations and the News industry has a hard problem because the model that they've depended on has…
Our evidence is that mobile ads are likely to be worth much more than traditional ads because they're more targeted and everything says that a more targeted ad is more valuable because it's more…
China of course is difficult to operate in because they have some rather Draconian laws that we are unfortunately forced to adhere to and there are other reasons to think that there might be some…
india gdp will not grow because payment issue india gdp will grow because payment being digital has enabled india's lenders to give credit and that is where the credit is to be given 0 mdr is a force…