Blackstone, every mention
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tap a year for its mentions
every year anyone David Haber 9Tony James 3Dylan Patel 1Deb Liu 1
Verbatim, from the transcripts: the passages where Blackstone comes up
Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
- ▶ 19:20 Tony James And then as you're, if you're an investor, as I was for many years at Blackstone, the window on the world that you get from the second largest retailer world, 2 times in the scene
- ▶ 41:31 David Haber Correct me if I'm wrong, but like, I think Blackstone, by and large, was more kind of consensus-oriented, uh, or at least the stories that I heard was that if, if there was a, you know, a tie, you would always back the deal team. 3 times in the scene
- ▶ 53:43 David Haber I want to talk about the IPO because it was, you know, uh, obviously a huge deal in the kind of history of the firm. 5 times in the scene
- ▶ 1:09:52 Tony James Hand the reins to someone who could, who could take Blackstone for, on up.
- ▶ 1:21:39 David Haber You know, again, I just want to say, like, I guess on the record that one of the things that was most remarkable to me about kind of preparing for this conversation was just, you know, everybody that I spoke with, these are some of the,…
Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
- ▶ 20:17 Dylan Patel In addition, companies like CoreWeave and Oracle, uh, because they're tapping capital markets, can raise way more than 20 to 30% capex, and then you go down the list further, and it's like, oh, the largest infrastructure funds in the…