All-In Podcast, every mention
24 scenes, the whole family · ← back to All-In Podcast
tap a year for its mentions
every year anyone Brad Gerstner 17Bill Gurley 12
Verbatim, from the transcripts: the passages where All-In Podcast comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 13:35 Brad Gerstner Is that Elon, you know, we talked about it on All In podcast, we called it EWS, Elon Web Services, right?
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 12:51 Brad Gerstner You know, one of the things that, you know, again, I've, I've talked about a little bit on All In and other places. 2 times in the scene
- ▶ 31:10 Bill Gurley Speech it all in on regulatory capture, and you can end up with the exact opposite outcome of what you intended because you just don't know enough about the way you write the leg, regulation.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:12:53 Bill Gurley And we go back to what Trump said on All In, that he wanted to staple a visa to every diploma.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 29:22 Brad Gerstner One of the things I thought was so interesting, we're at this moment in time where we, we've heard from Elon and the guys on the all in pod, David Friedberg and others who are saying, you know, we're in this debt spiral.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:39 Brad Gerstner I remember how excited we were after we saw the president on the all in pod. 3 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 39:15 Brad Gerstner And so I do think that, and you know, Friedberg had a good rant on this on the all in pod. 2 times in the scene
- ▶ 43:16 Brad Gerstner And, you know, I heard somebody come out and say, you know, maybe it was Philippe on the all-in pod.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:22 Brad Gerstner Right, you know, so, if our friend, uh, David Sachs were here, and I think he brought you up on the All In Pod last week, if he were here, he would say, okay, free trade is all well and good.
- ▶ 15:38 Brad Gerstner I mean, I might also argue, you know, in response to Mearsheimer, it was an incredible debate last year at the All In Summit between Mearsheimer and Jeffrey Sachs, you know, that he comes out of the realist school of political, of, of, of,…
- ▶ 18:22 Bill Gurley I don't think our current, um, democracy is set up in a way that's really good for, um, the country to deploy dollars to help industry, and I gave this speech at the original All In Summit about regulatory capture, and I just, I can't…
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 42:25 Bill Gurley American tech companies, um, are either, either first-generation immigrants or second, and so I do hope, I, I, I, I harken back to when President Trump told the all-in crowd that he wanted to staple a visa to every diploma.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 47:47 Brad Gerstner 28 52,851 miles from Washington by Bill Gurley at the all in summit, our good friends from the all in pod.
- ▶ 47:47 Brad Gerstner 28 52,851 miles from Washington by Bill Gurley at the all in summit, our good friends from the all in pod.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:03:51 Bill Gurley I was, you know, surprised to hear, um, Jason on All In get super excited about Google in this way,
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 35:24 Bill Gurley Our friends at All In, um, talked about this a little bit on their pod last Friday, and then at their conference, Thomas Lafon of Code Two had a long presentation that I think is where everyone worth looking at that kind of sets this up. 2 times in the scene
- ▶ 59:00 Brad Gerstner Yeah, I mean, you know, you and I talked a bunch about this, uh, along with our, our friends at All In.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:08 Bill Gurley And I might even say, like, if I go back to when I joined, and I mentioned this a bit in the, the talk I gave at All In on, on regulatory capture, I think
- ▶ 17:00 Bill Gurley Like, that's, that's amazing.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:57 Brad Gerstner We're trying to figure out the future, and what I deeply appreciate, you know, with you, with the guys at All In, when you come to an event like this, it's a lot of conversation about this future, about the consequence on the economy.
- ▶ 32:15 Bill Gurley Well, there's one other thing that I could look at in the, in the credit card data, um, at least for the cohorts that are old enough, the churn's about 65% annually, so they're only 35% retaining, which Sachs had hinted at on All In, and…
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:03 Brad Gerstner On the regulation side, um, I heard a good discussion with, with, with our friends over at All In and, and Sam on, you know, this idea we should regulate outputs instead of regulate inputs, right?
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:09:25 Bill Gurley First of all, I thought our friends over at All In did a really great job of, of tearing this apart.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 40:33 Bill Gurley And, and, you know, I happened to, to mention this when I did my, um, regulatory capture speech at the all in conference, I, I, I mentioned very briefly when I showed a picture of Sam Altman that I was worried that they were attempting to…