Mark Pincus
speaker
932 appearances
1 recordings
1 series
first heard Jul 2026
last heard 10 Jul
Mark Pincus’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I wouldn't have bet my money on it.
You just have to get comfortable with this pattern.
this kind of emotional, intellectual dissonance and separation.
And, yeah, it's just... It is hard to grasp, like, on the one hand, but then, you know...
Yeah, if basically this AI kind of centralized computing becomes part of the stack of the way everything gets done, it just makes sense that it'll 10x.
So I believe these companies will get to...
at least 10 trillion and that means they'll probably get to like 20 or 30 trillion and so and it i'm not i'm not saying they won't crash before then and there won't be despair you know who knows if in q a lot of people are betting that in q1 of next year you know this these infrastructure bets aren't going to re-up but that's what they bet this year and that's why you know
The memory stocks have been on this wild ride, and it's exciting.
I do like it, and I am more active probably than I should be.
Sure.
Well, I'd say...
I'd say 50% is probably in privates of some kind.
Does that include... Is that the markup?
That's probably with...
I mean, some markup and then 50% is liquid and I've been managing my liquid portfolio for about eight years.
I got out of all the hedge funds and different kinds of funds and I just decided that they were protecting me from some amount of volatility and that if I could withstand the volatility,
I'd rather have control.
And it just, it wasn't obvious.
Actually, I mean, I looked in the previous 10 years, I had averaged 2.2% annual returns on my whole liquid portfolio with wealth managers and funds and everything.
So I massively underperformed the market.
Showing 261–280 of 932 · page 14 of 47
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