Morgan Stanley, every mention
35 scenes · ← back to Morgan Stanley
tap a year for its mentions
every year anyone Chamath Palihapitiya 17Brad Gerstner 8David Sacks 6Jason Calacanis 4David Friedberg 4Adam Goldstein 2Thomas Laffont 1Nikesh Arora 1Gavin Baker 1Changpeng Zhao (CZ) 1
Verbatim, from the transcripts: the passages where Morgan Stanley comes up
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 1:05:05 Gavin Baker And Morgan Stanley wrote a great note, I think two days ago,
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 7:15 Brad Gerstner Satya is out this week saying, you know, citing Morgan Stanley's report and saying they're seeing over a 30% return on invested capital in tokens as a service, right?
- ▶ 22:26 Brad Gerstner Now to just put that in perspective, Morgan Stanley's 2030 revenue estimate is three hundred and twenty five billion, which is also extraordinary. 2 times in the scene
- ▶ 33:34 Brad Gerstner 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…
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- ▶ 26:32 Nikesh Arora So if you look at every of your largest financial services companies, whether it's Goldman or JP Morgan, Morgan Stanley, or these guys, they're doing hardware.
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
- ▶ 21:03 Changpeng Zhao (CZ) and then we were dealing with a Morgan Stanley, Deutsche Bank, Credit Suisse.
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- ▶ 1:25:14 Adam Goldstein Yeah, and then 2018, Morgan Stanley had a hundred page initiation report saying it's the next nine trillion dollar market. 2 times in the scene
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 1:04:23 Brad Gerstner I want to read you something from Morgan Stanley this week on this question of are the job losses caused by AI or are they caused by something else?
Thomas Laffont | All-In Summit 2024
- ▶ 11:53 Thomas Laffont I mean, I remember in 2008, you know, sitting at my desk and we would get reports that Morgan Stanley and Goldman Sachs were going out of business.
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- ▶ 1:18:58 David Friedberg Morgan Stanley and Goldman Sachs get hired to run a joint process to auction this thing off, right?
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
- ▶ 52:17 Chamath Palihapitiya Analyst conferences, research days, actually banks are allowed to organize formal company dinners, and you'll get all these people together, analysts across the entire spectrum from Fidelity to Goldman Sachs to Morgan Stanley, and the…
E150: Israel/Gaza escalating or not? EU censorship regime, Penn donors revolt, GLP-1 hype cycle
- ▶ 1:21:00 Chamath Palihapitiya This is a basket that Morgan Stanley created, which was essentially starting at the beginning of the year when the hype was really starting to get out of control. 4 times in the scene
All-In Summit: Bill Gurley presents 2,851 Miles
- ▶ 10:14 Bill Gurley Alright, this is a piece of Morgan Stanley research from 1999.
E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
- ▶ 44:19 David Friedberg I think we've all heard the commentary from Morgan Stanley that they don't think the windows opening until Q two, Q three of next year.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 55:48 Brad Gerstner Uh, so what I would say is I just returned from Deer Valley this week where Morgan Stanley's putting on a conference, talking to their big potential IPO buyers.
E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
- ▶ 15:34 Brad Gerstner At the start of the year, Mike Wilson from Morgan Stanley, who made, give him credit, made the call in twenty-twenty-two.
E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
- ▶ 38:05 David Sacks And their account showed that their money was in the safest money market funds, money market funds with a publicly traded ticker symbol that were managed by black rock or Morgan Stanley. 3 times in the scene
- ▶ 1:24:16 David Sacks When it says on their computer screen that my money is in a BlackRock or a Morgan Stanley mutual fund, or money market fund rather, the safest instrument there is, that that money is where it's supposed to be.
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 40:34 Brad Gerstner My suspicion, if you look at Morgan Stanley and Goldman Sachs, the consensus view is that we're still heading in the direction of four percent faster than I think people emotionally think.
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 31:39 David Sacks You go to an investment bank, say Morgan Stanley, and you over, you post collateral, you actually over collateralize. 2 times in the scene
E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more
- ▶ 49:19 Chamath Palihapitiya And Morgan Stanley, Morgan Stanley. 2 times in the scene
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
- ▶ 20:34 Chamath Palihapitiya Uh, auto analyst at Morgan Stanley calls this the mother of all CapEx cycles, I think, right?
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 17:49 Chamath Palihapitiya I saw something this morning from Morgan Stanley that said, if, however, you're a massive grower, 50% plus grower, there's 30 companies in the SaaS index that grow, but only 30 in the entire world that grow above 50%.
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 23:33 Chamath Palihapitiya So there was a article in Bloomberg that came out that said, instead of Elon taking margin loans to fund his acquisition of Twitter, there is an idea being floated by Morgan Stanley to use convertible debt.
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- ▶ 1:11:37 Jason Calacanis Morgan Stanley lost a billion UBS 774 million. 3 times in the scene
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 51:41 Chamath Palihapitiya Did it hurt Morgan Stanley or Goldman Sachs' IPO business? 2 times in the scene
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
- ▶ 1:06:24 Jason Calacanis Take some Dramamine before you open your Morgan Stanley account.
Balaji Srinivasan: role of decentralization, China/US breakdown & more
- ▶ 9:50 Balaji Srinivasan They're set up to go after a Goldman and a Morgan, you know, just like the FA is not set up to go after millions of drone developers except to go after Boeing and Airbus.
E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
- ▶ 7:24 David Friedberg We had, you know, Morgan Stanley, Koch Industries, Bailey Gifford, Allen & Company, Foxhaven, Aeromark, just a bunch of really high quality long term institutional investors.
- ▶ 1:18:47 Chamath Palihapitiya Morgan Stanley is a great example where, you know, in the absence and an inability to expand, you have to sell yourself because the cost of capital
E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
- ▶ 31:28 David Friedberg And these SROs are basically, they have a board and a, you know, a bunch of people that run them, but they're pooled and managed by all the participants, the private participants in the markets of Goldman Sachs and Morgan Stanley, JP…
E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more
- ▶ 1:12:56 Chamath Palihapitiya So yes, a billionaire can basically go to JP Morgan or Goldman Sachs or Morgan Stanley, you know, get a margin loan on their stock and live their life.
E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
- ▶ 23:56 Chamath Palihapitiya He's having Morgan Stanley, Goldman Sachs, Nomura, Deutsche Bank, Credit Suisse, buy the stock for him using these
E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg
- ▶ 42:53 Chamath Palihapitiya Every night, you kind of go and you clean up your balance sheet, you look at how much leverage you have, you look at your leverage ratio, you make sure that you have enough money, and you go and you refinance your short-term paper that…
E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
- ▶ 1:06:10 Chamath Palihapitiya I'm going to go to my prime broker, JP Morgan, Goldman Sachs, Morgan Stanley, and say, guys, I want you to lend me 10 times on my money.