AltaVista

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 10, 2024 by Brad Gerstner · said 5 times in 5 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (4), Bill Gurley (1)

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2025 2 mentions in 2 episodes 1 per episode

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 1 mention · from 31:13
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Mar 2, 2025 · 1 mention · from 8:30
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2024 3 mentions in 3 episodes 1 per episode

Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 10, 2024 · 1 mention · from 31:40
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod Apr 4, 2024 · 1 mention · from 1:02:02
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 1 mention · from 26:21
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Everything said about AltaVista, oldest first

Jun 10, 2024 bearish

Prediction Not checkable as stated

Gerstner: Many early AI companies will go to zero like early search engines

“A lot of people ran out and invested in Ash Cheeves and Alta Vista and Lycos and excite and name all the companies that a few years later would go to zero. And it's almost certain that that will also happen in AI.”

Brad Gerstner Jun 10, 2024 ▶ 31:40 Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

AltaVista

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