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Results for “pricing”

50 results

01 / evaluation

Obviously there's a risk to pre-buying, and the price might go down. And so the challenge is, I think, there's a latency with supply chain in something like memory, where it can't adapt fast enough, often, to demand, or there's a new category of product, or, in this case, maybe data centers, that are just eating up so much and are actually not as cost-sensitive as somebody in consumer electronics like Matic might be.

“Obviously there's a risk to pre-buying, and the price might go down. And so the challenge is, I think, there's a latency with supply chain in something like memory, where it can't adapt fast enough, often, to demand, or there's a new category of product, or, in this case, maybe data centers, that are just eating up so much and are actually not as cost-sensitive as somebody in consumer electronics like Matic might be.”
Publisher
Lenny's Podcast

02 / prediction

In some cases, the argument people are making is if you didn’t sign a long-term deal, because every two years NVIDIA is tripling or quadrupling the performance while only 2X-ing or 50% increasing the price… Then the price of an H100… Sure maybe the value in the market was $2 at 35% gross margins in 2024, but in 2026, when Blackwell is in super high volume and deploying millions a year, you’re actually now worth $1/hour.

“In some cases, the argument people are making is if you didn’t sign a long-term deal, because every two years NVIDIA is tripling or quadrupling the performance while only 2X-ing or 50% increasing the price… Then the price of an H100… Sure maybe the value in the market was $2 at 35% gross margins in 2024, but in 2026, when Blackwell is in super high volume and deploying millions a year, you’re actually now worth $1/hour.”
Speaker
Dylan Patel
Publisher
Dwarkesh Podcast

05 / prediction

Everybody's materially much better off very quickly. And then by the way, to the extent that you do have unemployment coming out the other side of that, it's now much cheaper to provide the social safety net to prevent people from being immiserated because the prices of all the goods and services that a welfare program has to pay from, they're all collapsing.

“Everybody's materially much better off very quickly. And then by the way, to the extent that you do have unemployment coming out the other side of that, it's now much cheaper to provide the social safety net to prevent people from being immiserated because the prices of all the goods and services that a welfare program has to pay from, they're all collapsing.”
Speaker
Marc Andreessen
Publisher
Lenny's Podcast

06 / prediction

For a token contract price of $1, which Candler never collects, the Coca-Cola company will sell syrup to Thomas and Whitehead at a volume discount price of $1 per gallon, so even less than they are selling to the individual soda fountains out there because (I think) this is going to be a higher volume business.

“For a token contract price of $1, which Candler never collects, the Coca-Cola company will sell syrup to Thomas and Whitehead at a volume discount price of $1 per gallon, so even less than they are selling to the individual soda fountains out there because (I think) this is going to be a higher volume business.”
Speaker
David Rosenthal
Episode
Coca-Cola
Publisher
Acquired

07 / preference

My favorite policy or my ideal about prices falling as unit costs of production of goods falls is a long-run ideal in that I don’t think you can just jump into that policy because people now have expectations about trends and prices and costs.

“My favorite policy or my ideal about prices falling as unit costs of production of goods falls is a long-run ideal in that I don’t think you can just jump into that policy because people now have expectations about trends and prices and costs.”
Speaker
George Selgin
Publisher
Conversations with Tyler

08 / prediction

I think any other non-Vance candidate is going to have a lot of trouble escaping the shadow of Trump, so I’d regard Democrats as a 55–45 favorite for 2028, pricing in some chance they’ll nominate what I would think of as a suboptimal — from an electoral standpoint — candidate.

“I think any other non-Vance candidate is going to have a lot of trouble escaping the shadow of Trump, so I’d regard Democrats as a 55–45 favorite for 2028, pricing in some chance they’ll nominate what I would think of as a suboptimal — from an electoral standpoint — candidate.”
Speaker
Nate Silver
Publisher
Conversations with Tyler

09 / recommendation

" What that would mean is, how do I build functionality in the products to actually show attribution, how do I build more agentic workforces to take the human out of the loop and be more autonomous, and being thoughtful about your vision and strategy so that you will orient yourself towards more outcome-based pricing models. So when you think about increasing attribution, that means, first of all, understanding what are the KPIs of your customers.

“" What that would mean is, how do I build functionality in the products to actually show attribution, how do I build more agentic workforces to take the human out of the loop and be more autonomous, and being thoughtful about your vision and strategy so that you will orient yourself towards more outcome-based pricing models. So when you think about increasing attribution, that means, first of all, understanding what are the KPIs of your customers.”
Publisher
Lenny's Podcast

10 / recommendation

You can even start unprofitable with your prices in the early days in a given node generation, because the goal is to crowd out the competition, become the industry dominant number one player, get all the customers.

“You can even start unprofitable with your prices in the early days in a given node generation, because the goal is to crowd out the competition, become the industry dominant number one player, get all the customers.”
Speaker
David Rosenthal
Publisher
Acquired

13 / prediction

Well, how can we either solve that problem at a much lower cost, so we can always be a sharper price point than them? So, if there are solutions, but they cost 50,000 a user because their costs are 30,000 a user, we can do this for $15 a user, and so we can charge $100 per seat, and absolutely annihilate the competitor by figuring out a less costly way to do it.

“Well, how can we either solve that problem at a much lower cost, so we can always be a sharper price point than them? So, if there are solutions, but they cost 50,000 a user because their costs are 30,000 a user, we can do this for $15 a user, and so we can charge $100 per seat, and absolutely annihilate the competitor by figuring out a less costly way to do it.”
Speaker
Roger Martin
Publisher
Lenny's Podcast

14 / evaluation

Or if your competitor lowers their price compared to your price, and you say to yourself, oh my God, if we lowered our price, we would make no money, but your competitor keeps on pricing there, you may think you have the low cost position, but they do, and you have to give them whatever share they desire at that lower price because you can't compete there.

“Or if your competitor lowers their price compared to your price, and you say to yourself, oh my God, if we lowered our price, we would make no money, but your competitor keeps on pricing there, you may think you have the low cost position, but they do, and you have to give them whatever share they desire at that lower price because you can't compete there.”
Speaker
Roger Martin
Publisher
Lenny's Podcast

15 / evaluation

To a certain extent, I would say, look, the difference between a corporate and a startup is that a corporate knows this is our value proposition, this is the product that we are selling, this is the pricing of this product that we are selling, this is the target audience, this is how we are going to sell them, this is how we going to the market, and all we have to do is keep on executing and hopefully nothing will change over the period of time.

“To a certain extent, I would say, look, the difference between a corporate and a startup is that a corporate knows this is our value proposition, this is the product that we are selling, this is the pricing of this product that we are selling, this is the target audience, this is how we are going to sell them, this is how we going to the market, and all we have to do is keep on executing and hopefully nothing will change over the period of time.”
Speaker
Uri Levine
Publisher
Lenny's Podcast

16 / evaluation

Strategy is I think another area in product management which gets very confusing because there is obviously corporate strategy, there is business strategy, there's pricing strategy, there's strategy everywhere.

“Strategy is I think another area in product management which gets very confusing because there is obviously corporate strategy, there is business strategy, there's pricing strategy, there's strategy everywhere.”
Speaker
Vikrama Dhiman
Publisher
Lenny's Podcast

17 / prediction

The incumbents aren't going to lean in on your marketplace, they're already fat and happy, but you want to have these hungry suppliers who lean in. But if there's already concentration in your marketplace, in the ecosystem, the market that you're playing in, then you're not going to have sellers lean in, and you're not going to be able to create a flywheel that spins where the more sellers you bring on, the better the pricing or experiences on the demand side because the sellers are happy and there's nobody that's hungry or fighting.

“The incumbents aren't going to lean in on your marketplace, they're already fat and happy, but you want to have these hungry suppliers who lean in. But if there's already concentration in your marketplace, in the ecosystem, the market that you're playing in, then you're not going to have sellers lean in, and you're not going to be able to create a flywheel that spins where the more sellers you bring on, the better the pricing or experiences on the demand side because the sellers are happy and there's nobody that's hungry or fighting.”
Speaker
Sarah Tavel
Publisher
Lenny's Podcast

18 / evaluation

The Federal Reserve Bank of Boston determined that on average each year, a household that uses cash to pay for things pays $149 inflated prices, because all prices no matter how you pay have to go up in order to make it so that paying in cash and cards is equivalent, because in most states, it's actually illegal to charge a meaningful premium to people who are using credit cards.

“The Federal Reserve Bank of Boston determined that on average each year, a household that uses cash to pay for things pays $149 inflated prices, because all prices no matter how you pay have to go up in order to make it so that paying in cash and cards is equivalent, because in most states, it's actually illegal to charge a meaningful premium to people who are using credit cards.”
Speaker
Ben Gilbert
Episode
Visa
Publisher
Acquired

19 / evaluation

It sounds weird, but if you look at where the money’s spent at auction, it’s almost all fashionable contemporary crap because if you think about how prices in very high-end art are set, they’re auction prices.

“It sounds weird, but if you look at where the money’s spent at auction, it’s almost all fashionable contemporary crap because if you think about how prices in very high-end art are set, they’re auction prices.”
Speaker
Paul Graham
Publisher
Conversations with Tyler

21 / evaluation

If I'm hearing you, right, it's because it's just difficult to accrue enough power over the ecosystem to have flexibility in your business, to have pricing power, to be able to negotiate effectively with everyone else you need to to reach your customers.

“If I'm hearing you, right, it's because it's just difficult to accrue enough power over the ecosystem to have flexibility in your business, to have pricing power, to be able to negotiate effectively with everyone else you need to to reach your customers.”
Speaker
Ben Gilbert
Publisher
Acquired

22 / recommendation

The consumers shouldn't be confused about complicated pricing, where to find all of that, so that's a place always worth investing, testing more, because that's revenue so close to be added into your book. And then the PQL/PQA part, the other more-complicated path, I would say that's something you want to figure out activation and self-checkout a little bit, and you want to have some reasonable user number and then invest there, otherwise it can be a little bit jumping too fast and jumping too ahead.

“The consumers shouldn't be confused about complicated pricing, where to find all of that, so that's a place always worth investing, testing more, because that's revenue so close to be added into your book. And then the PQL/PQA part, the other more-complicated path, I would say that's something you want to figure out activation and self-checkout a little bit, and you want to have some reasonable user number and then invest there, otherwise it can be a little bit jumping too fast and jumping too ahead.”
Speaker
Hila Qu
Publisher
Lenny's Podcast

23 / evaluation

The other thing that I think he learned from this first transaction is he really discovers the power of what he calls star brands, where if a brand is truly luxury, you are able to generate much higher margins from it, not a little bit, but the whole step change different of margins because you're serving a customer that has very little sensitivity to higher prices.

“The other thing that I think he learned from this first transaction is he really discovers the power of what he calls star brands, where if a brand is truly luxury, you are able to generate much higher margins from it, not a little bit, but the whole step change different of margins because you're serving a customer that has very little sensitivity to higher prices.”
Speaker
Ben Gilbert
Episode
LVMH
Publisher
Acquired

24 / recommendation

In the case of Airtable, which is a product that has seat-based pricing and generally horizontal adoption, it totally makes sense to have a workspace activation measure because you want to understand in an account, in an organization how many folks are actually using a product and finding value.

“In the case of Airtable, which is a product that has seat-based pricing and generally horizontal adoption, it totally makes sense to have a workspace activation measure because you want to understand in an account, in an organization how many folks are actually using a product and finding value.”
Speaker
Lauryn Isford
Publisher
Lenny's Podcast

25 / recommendation

Because too often in a startup you can spend a lot of time in paralysis around analyzing market research or going through all of the different things you could do strategically, thinking about all the different potential variants that you could build, all the different pricing strategies, whereas instead, a startup just makes sense to kind of get to a point where you have conviction, execute on that, and then move on to whether or not that felt like the right thing, in which case you can double down, or that was the wrong thing, in which case you can shift direction and do that pretty quickly.

“Because too often in a startup you can spend a lot of time in paralysis around analyzing market research or going through all of the different things you could do strategically, thinking about all the different potential variants that you could build, all the different pricing strategies, whereas instead, a startup just makes sense to kind of get to a point where you have conviction, execute on that, and then move on to whether or not that felt like the right thing, in which case you can double down, or that was the wrong thing, in which case you can shift direction and do that pretty quickly.”
Speaker
Ravi Mehta
Publisher
Lenny's Podcast

26 / observation

This prospect was really leaning in and excited about using Envoy, and the conversation shifted to pricing. So in that moment, because Larry was feeling some good vibes, he decided to 10X the price that he was typically charging people.

“This prospect was really leaning in and excited about using Envoy, and the conversation shifted to pricing. So in that moment, because Larry was feeling some good vibes, he decided to 10X the price that he was typically charging people.”
Speaker
Naomi Ionita
Publisher
Lenny's Podcast

27 / preference

There's also more room to handle the full monetization infra-layer. So for example, I like how Orb marries the billing component with the data infrastructure to actually inform what your pricing and packaging iteration should be and help you forecast and optimize revenue.

“There's also more room to handle the full monetization infra-layer. So for example, I like how Orb marries the billing component with the data infrastructure to actually inform what your pricing and packaging iteration should be and help you forecast and optimize revenue.”
Speaker
Naomi Ionita
Publisher
Lenny's Podcast

28 / evaluation

Everybody who believed that AI was going to be this complete step change in the way that we use computers, and decided that buying NVIDIA at a very high price was the way to endorse that belief.

“Everybody who believed that AI was going to be this complete step change in the way that we use computers, and decided that buying NVIDIA at a very high price was the way to endorse that belief.”
Speaker
Ben Gilbert
Publisher
Acquired

29 / preference

Back in the day, probably a decade ago, I used to say pricing needs to sit in finance, because my view was finance would be the counterbalance to sales, especially if you have sales coming up with pricing in a B2B situation, you can set all the pricing you want, it's human having a human conversation.

“Back in the day, probably a decade ago, I used to say pricing needs to sit in finance, because my view was finance would be the counterbalance to sales, especially if you have sales coming up with pricing in a B2B situation, you can set all the pricing you want, it's human having a human conversation.”
Publisher
Lenny's Podcast

30 / evaluation

Let's assume the conversation in Apple was something like this, "Hey, we need to just build one product, one iPhone, because we need to maximize our market share and we will throw it out and slap on a price and hope to get the market.

“Let's assume the conversation in Apple was something like this, "Hey, we need to just build one product, one iPhone, because we need to maximize our market share and we will throw it out and slap on a price and hope to get the market.”
Publisher
Lenny's Podcast

31 / evaluation

I say, well, if I take the most aggressive possible circumstance for what the price of that could be over time, and the amount of volume that that could produce over time, and I take the most aggressive possible stance on the amount of interesting financial instruments that I could make out of that, I think you and I can agree that this deal that we're signing is a ludicrously valuable deal for me, Enron.

“I say, well, if I take the most aggressive possible circumstance for what the price of that could be over time, and the amount of volume that that could produce over time, and I take the most aggressive possible stance on the amount of interesting financial instruments that I could make out of that, I think you and I can agree that this deal that we're signing is a ludicrously valuable deal for me, Enron.”
Speaker
Ben Gilbert
Episode
Enron
Publisher
Acquired

32 / prediction

Those contracts have Transco buying the assets at an ever increasing price, because the prices of oil and gas have only been going up for the last decade, but market prices have just fallen.

“Those contracts have Transco buying the assets at an ever increasing price, because the prices of oil and gas have only been going up for the last decade, but market prices have just fallen.”
Speaker
David Rosenthal
Episode
Enron
Publisher
Acquired

35 / evaluation

This is like when Buffett bought Berkshire-Hathaway where he wanted to sell and it was the Chase family. They came in at, I think, an eighth of a dollar below the price that they had agreed, shook hands on a tender offer.

“This is like when Buffett bought Berkshire-Hathaway where he wanted to sell and it was the Chase family. They came in at, I think, an eighth of a dollar below the price that they had agreed, shook hands on a tender offer.”
Speaker
David Rosenthal
Publisher
Acquired

36 / evaluation

When we launched Ualá in Argentina, people used to sell Netflix subscriptions on our eBay, which is Mercado Libre. That’s outrageous because Netflix prices their services to be freely available to anyone in these geographies for $4 or $5 a month, and yet they couldn’t access it because they didn’t have a payment mechanism.

“When we launched Ualá in Argentina, people used to sell Netflix subscriptions on our eBay, which is Mercado Libre. That’s outrageous because Netflix prices their services to be freely available to anyone in these geographies for $4 or $5 a month, and yet they couldn’t access it because they didn’t have a payment mechanism.”
Publisher
Conversations with Tyler

38 / evaluation

I’m happy to say that I think the case against price regulation, especially micro-level regulation of prices, is generally a strong one, the case against price regulation.

“I’m happy to say that I think the case against price regulation, especially micro-level regulation of prices, is generally a strong one, the case against price regulation.”
Publisher
Conversations with Tyler

39 / evaluation

There are folks who say, “Well, let’s try to construct a unified theory” that puts the EPA installing smokestack scrubbers, mergers and acquisitions regulation, zoning regulations — because it’s called a regulation — and, say, some set of price constraints, and puts them into a unified theory.

“There are folks who say, “Well, let’s try to construct a unified theory” that puts the EPA installing smokestack scrubbers, mergers and acquisitions regulation, zoning regulations — because it’s called a regulation — and, say, some set of price constraints, and puts them into a unified theory.”
Publisher
Conversations with Tyler

41 / prediction

Because if you look at it this way, there’s an arbitrage opportunity available for the network to go and buy the rights to broadcast something at some price because they feel that they can get more advertising dollars out of those rights than anybody else because of some way that they’re uniquely positioned.

“Because if you look at it this way, there’s an arbitrage opportunity available for the network to go and buy the rights to broadcast something at some price because they feel that they can get more advertising dollars out of those rights than anybody else because of some way that they’re uniquely positioned.”
Speaker
Ben Gilbert
Episode
The NBA
Publisher
Acquired

42 / prediction

If that happened, you’d end up with an awful lot of people moving to Idaho without having to tell them to move to Idaho because prices in New York and San Francisco would go up even more than they have already.

“If that happened, you’d end up with an awful lot of people moving to Idaho without having to tell them to move to Idaho because prices in New York and San Francisco would go up even more than they have already.”
Speaker
Jason Furman
Publisher
Conversations with Tyler

43 / evaluation

The economics of sales has really found its home on the internet because you look at users: Some people search for the lowest price, and they have all these tools to find it.

“The economics of sales has really found its home on the internet because you look at users: Some people search for the lowest price, and they have all these tools to find it.”
Speaker
Hal Varian
Publisher
Conversations with Tyler

45 / evaluation

It’s the closest thing we have to a captive audience. And then there are commutes which, because we don’t price the roads at rush hour, ’cause we don’t listen to economists, many of those are about an hour long, so you get your podcast listened to in your commute.

“It’s the closest thing we have to a captive audience. And then there are commutes which, because we don’t price the roads at rush hour, ’cause we don’t listen to economists, many of those are about an hour long, so you get your podcast listened to in your commute.”
Speaker
Tyler Cowen
Publisher
Conversations with Tyler

46 / prediction

Companies recognize that, when the tax is added at the end, it’s in their favor because consumers don’t cut back on demand as much as if the tax was included in the price, and that would force companies to basically cut prices and bear some of the costs of the tax.

“Companies recognize that, when the tax is added at the end, it’s in their favor because consumers don’t cut back on demand as much as if the tax was included in the price, and that would force companies to basically cut prices and bear some of the costs of the tax.”
Speaker
Raj Chetty
Publisher
Conversations with Tyler

47 / evaluation

” I’m getting better price, more selection, more convenience. And as a seller on the marketplace, I think you also feel like you’re probably getting a pretty good deal in terms of the volume you’re going to be able to sell versus anywhere else.

“” I’m getting better price, more selection, more convenience. And as a seller on the marketplace, I think you also feel like you’re probably getting a pretty good deal in terms of the volume you’re going to be able to sell versus anywhere else.”
Speaker
David Rosenthal
Publisher
Acquired

48 / prediction

– of figuring out what to do with your time or we don’t work. But I think there’s an immediate pressing problem which is companies will get extremely wealthy by having really fat profit margins on being able to achieve great value for tons and tons of people through Aggregation Theory and those people will be completely served, but it will be the same price that we’ve been paying for things except that lots of people don’t have jobs.

“– of figuring out what to do with your time or we don’t work. But I think there’s an immediate pressing problem which is companies will get extremely wealthy by having really fat profit margins on being able to achieve great value for tons and tons of people through Aggregation Theory and those people will be completely served, but it will be the same price that we’ve been paying for things except that lots of people don’t have jobs.”
Speaker
Ben Gilbert
Publisher
Acquired

49 / prediction

2 billion price tag for Marvel, like think how many more characters. It’s like 800+ characters or I think 500+ at the time of acquisition in the Marvel universe, and maybe 50 of which are recognizable by the American public and you look at Star Wars, and I don’t think Lucasfilm was sort of valuing themselves based on all those deep characters and what we’re seeing with the Disney powerhouses, they’re sort of trying to make the Star Wars universe more serializable and more kind of disparate with all these different stories that they’re trying to tell that aren’t with our favorite characters and I’ll be really interested to see not how Rogue One does because I think that there’s going to be– There’s so much pent-up demand for Star Wars that, like, I want to see how the third or the fourth non-core Star Wars story does.

“2 billion price tag for Marvel, like think how many more characters. It’s like 800+ characters or I think 500+ at the time of acquisition in the Marvel universe, and maybe 50 of which are recognizable by the American public and you look at Star Wars, and I don’t think Lucasfilm was sort of valuing themselves based on all those deep characters and what we’re seeing with the Disney powerhouses, they’re sort of trying to make the Star Wars universe more serializable and more kind of disparate with all these different stories that they’re trying to tell that aren’t with our favorite characters and I’ll be really interested to see not how Rogue One does because I think that there’s going to be– There’s so much pent-up demand for Star Wars that, like, I want to see how the third or the fourth non-core Star Wars story does.”
Speaker
Ben Gilbert
Episode
Marvel
Publisher
Acquired

50 / evaluation

A bubble to me is something still subjective, because your answer may not be the same as mine, but is something I’ve tried my best to come up with future assumptions of growth, be it for a stock, inflation if it’s a bond, and current price, and I can’t come up with assumptions that would lead any rational investor, subjective again, to want to own this.

“A bubble to me is something still subjective, because your answer may not be the same as mine, but is something I’ve tried my best to come up with future assumptions of growth, be it for a stock, inflation if it’s a bond, and current price, and I can’t come up with assumptions that would lead any rational investor, subjective again, to want to own this.”
Speaker
Cliff Asness
Publisher
Conversations with Tyler
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