Aaron Levie, every mention

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every year anyone Brad Gerstner 7Bill Gurley 1

Verbatim, from the transcripts: the passages where Aaron Levie comes up

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China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jun 6, 2025 · 1 mention

  • ▶ 32:04 Brad Gerstner And we were making the argument, uh, you know, when we had Aaron Levy on that we need to dramatically increase the number of H-one B visas and make it a lot easier for people to get them.

DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Feb 5, 2025 · 1 mention

  • ▶ 17:38 Bill Gurley So Aaron Levy and Mark Benioff were out there very boldly supporting this R one breakthrough.

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 10, 2024 · 3 mentions

  • ▶ 45:31 Brad Gerstner I think our good friend, Aaron Levy, um, you know, laid this out pretty well in, in, in this, in this tweet here, where he talks about these three major axes, the things that, um, you know, are most likely to be replaced. 2 times in the scene
  • ▶ 48:41 Brad Gerstner But, you know, when I evaluate them or Databricks across the three axes, you know, that Aaron laid out, they have a lot of things that they can expand and are upsides, I think, from AI.

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 3 mentions

  • ▶ 28:40 Brad Gerstner And I think it was consistent with the tweet that Aaron Levy sent out yesterday, which is people are not thinking ambitiously enough as to where these things are going. 3 times in the scene
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