
The Transcript
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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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Citadel Founder Ken Griffin at the Stanford Leadership Forum 2026 discussing how AI agents compress elite analytical work from months into hours: "It has been interesting to watch...work that we would usually do with people with master's and PhDs in finance over the course of weeks or months, being done by AI agents over the course of hours or days. So these are not mid-tier white-collar jobs. These are like extraordinarily high-skilled jobs being ...automated by agentic AI. And I got to tell you, I went home one Friday, actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society."
The Transcript182,210 次观看 • 18 天前

Buffett while holding up his Coca-Cola can: "For 94 years, I’ve been able to drink what I want, do what I want & I’ve defied all the predictions of what should’ve happened to me..Charlie & I...never really exercised all that much. We weren’t carefully preserving ourselves"
The Transcript2,347,108 次观看 • 1 年前

The end of an era at Berkshire Hathaway: "At year-end, Greg would be the CEO of Berkshire. I would still hang around and could conceivably be useful in a few cases. But the final word would be Greg’s...Greg doesn’t know anything about this until what he’s hearing right now."
The Transcript926,290 次观看 • 1 年前

$ORCL CTO Larry Ellison: "I went to dinner with Elon Musk, Jensen Huang..& I would describe the dinner as Oracle & me & Elon begging Jensen for GPUs. Please take our money....No, no, take more of it. You're not taking out enough. We need you to take more of our money, please"
The Transcript1,331,247 次观看 • 1 年前

$AMZN AWS CEO on the impact of AI on jobs: "I can tell you we are hiring just as many software developers as we ever had inside of Amazon. And in fact, I see the demand for that really accelerating...Amazon is hiring 11,000 new SDE interns and full-time employees this year. That is not jobs going away"
The Transcript83,636 次观看 • 1 个月前

Databricks CEO shares some real AI use cases starting with one in finance: "The agent goes, gets the earnings report, gets all the previous earnings reports, gets all the competitors' earnings reports, gets everything that's going on in the market, does the full analysis, the news, everything, puts it all together & they can get the equity report out in 15 minutes from the earnings call. Industry standard is two hours."
The Transcript201,535 次观看 • 5 个月前

$JPM CEO Jamie Dimon on how he keeps productivity high in meetings: " I'm never harried, I'm never late, I've always done my pre-reads. In my meetings, I do not have my phone, I do not get my notifications on my iPad. I'm looking at you, I'm focused, I'm learning from you"
The Transcript388,276 次观看 • 1 年前

$MSFT CEO in an interview with nilay patel talking about Google's likely response to the new Bing: "...they will definitely want to come out & show that they can dance. And I want people to know that we made them dance & I think that'll be a great day" [The Verge]
The Transcript509,512 次观看 • 3 年前

Question to $JPM CEO Jamie Dimon: " If you had to pick one big risk that keeps you up at night right now, what is it?" His response: "It's geopolitics. I think we're at a crossroads...about the future of the free & democratic world. That to me is the only important thing"
The Transcript205,364 次观看 • 1 年前

$JPM CEO Jamie Dimon invested $60M (~half his net worth) on joining Bank One as CEO back in 2000: "I wanted 'em to know I was in 100%, lock, stock, and barrel. There was no question—I would never sell that stock & I'm gonna go down with the ship, or go up with the ship"
The Transcript148,906 次观看 • 10 个月前

$MSFT CEO Satya Nadella on ChatGPT & the AI wave: "[ChatGPT] was all trained on the Azure supercomputer...If you look at & check with any elite AI team out there, they will tell you that the best infrastructure for doing anything AI is Azure...We're leading when it comes to AI"
The Transcript175,925 次观看 • 3 年前

$TSM TSMC CEO: "In..Arizona..we're producing the most advanced chip made on US soil. With the success of our 1st plant, we are now very happy to announce we are going to invest an additional $100B, in addition to our current $65B investment...we're going to build 3 more new fabs"
The Transcript71,992 次观看 • 1 年前