Clark Tang

Everything Clark Tang said on any show that made the record, most notable first. Each card names its show and opens the statement there.

BG2 Assertion Not checkable as stated

Tang: AI monetization per gigawatt rose from $20B to $30B–$40B

“When the monetization per gigawatt is actually increasing from, you know, call it, like, 20, twenty billion in the best, best of cases for, at the beginning of the year, To now, like, 30 to even pushing 40.”

Clark Tang Jun 11, 2026 ▶ 1:09:01 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

BG2 Prediction Not checkable as stated

Tang: AI compute supply will fall far short within three years

“If we continue this curve within like three years, you know, we're just gonna be so short on all the compute.”

Clark Tang Jun 11, 2026 ▶ 1:09:49 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

The other half of the tape: Clark Tang's own voice is left out of every number here. Other people bring the name up 2 times in 2 episodes across the shows. every mention, with the transcript →

Who brings them up most Brad Gerstner 2

Every mention by year

One line per show, most statements first. The link opens Clark's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
BG2LEDGER	Partner, Altimeter	3	2	—	full record on BG2 Pod →