The Transcript
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https://thetranscript.substack.com/ 26-10-2017 23:07:23
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$PYPL CEO Alex Chriss: "We've seen 30% monthly active user increase in Q2 with Venmo. We've also been starting to integrate the debit card...And with that, we saw a 30% increase in monthly active users of debit in Q2 as well"
$ORCL CTO Larry Ellison on the AI model race: "...the entry price for a real frontier model, from someone who wants to compete in that area, is about $100 billion. Let me repeat, around $100 billion...That's a lot of money, and it doesn't get easier"