Morgan Stanley
4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Sep 16, 2023 by Bill Gurley · said 47 times in 31 episodes since 2020 · across every show →
Mentions by year
brought up most by Chamath Palihapitiya (17), Brad Gerstner (8), David Sacks (6), Jason Calacanis (4), David Friedberg (4), Adam Goldstein (2), Thomas Laffont (1), Nikesh Arora (1)
tap a year for its mentions
2026 9 mentions in 5 episodes 2 per episode
- Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- every mention in 2026, scene by scene →
2025 1 mention in 1 episode
2024 2 mentions in 2 episodes 1 per episode
2023 14 mentions in 8 episodes 2 per episode
- E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
- E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
- E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- All-In Summit: Bill Gurley presents 2,851 Miles
- E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- every mention in 2023, scene by scene →
2022 13 mentions in 8 episodes 2 per episode
- E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
- E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
- every mention in 2022, scene by scene →
2021 6 mentions in 5 episodes 1 per episode
- E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- Balaji Srinivasan: role of decentralization, China/US breakdown & more
- E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
- E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
- E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- every mention in 2021, scene by scene →
Everything said about Morgan Stanley, oldest first
Sep 16, 2023 negative
Oct 20, 2023 neutral
Chamath: Morgan Stanley custom stock baskets are limited to top clients
“Morgan Stanley is particularly good at these basket creations, and they tend to make it for their biggest hedge fund clients and their richest families. So it tends to be pretty isolated. They give an edge to a few folks. So these things are not broadly publis…”
Aug 7, 2026 bullish
Gerstner: SpaceX investors can triple their money over 3 to 4 years
“And now you have a company at 1.4 trillion that I think if you take a three or four year view, you can see yourself tripling your money in this business at a very reasonable valuation on the Morgan Stanley numbers or on the Elon numbers or whatever.”