Benchmark, every mention

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every year anyone Brad Gerstner 14Satya Nadella 1Philippe Laffont 1Bill Gurley 1

Verbatim, from the transcripts: the passages where Benchmark comes up

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China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Aug 28, 2025 · 3 mentions

  • ▶ 5:01 Brad Gerstner You know, and frankly, especially given all the, you know, blowback you've gotten personally benchmarks gotten, uh, with respect to China, maybe for having too soft of you on China, give me your inspiration for wanting to go and spend as…
  • ▶ 55:20 Brad Gerstner Benchmark has taken a lot of, you know, heat for doing an investment. 2 times in the scene

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod Jun 20, 2025 · 1 mention

  • ▶ 1:00:37 Brad Gerstner Um, what I love about this ecosystem, most people think that we compete like dogs, and, uh, but the truth of the matter is, uh, you're one of the first people I call, or Philippe, when we're having, when we're trying to figure something…

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 5 mentions

  • ▶ 1:10:07 Brad Gerstner So would you share with us a little bit, you know, your perspectives on, on Manus and maybe Benchmark's decisions too? 5 times in the scene

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

  • ▶ 50:56 Bill Gurley On, on Rubin, you know, and I'm biased because Benchmark's an investor in Cerebris, but, um, and, and I would expect this in a more inference-focused world.

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

  • ▶ 4:09 Brad Gerstner Based on a little space now reflecting on our one, you know, and, and we know that you and Benchmark have been like the staunchest proponents of open source over the course of the last few decades.

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 12, 2024 · 1 mention

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 1 mention

  • ▶ 43:16 Brad Gerstner You're, uh, you know, Fireworks, another benchmark investment, I think, uh, you know, is inference optimized on top of, of, of NVIDIA, right?

Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 22, 2024 · 1 mention

Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod Apr 4, 2024 · 2 mentions

  • ▶ 3:55 Brad Gerstner I mean, I think benchmark is investors in Langchain.
  • ▶ 1:03:39 Brad Gerstner And so you can afford to miss that those early rounds, perhaps in some of those companies, not if your benchmark, perhaps in

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

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