ByteDance, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 29Bill Gurley 9Jensen Huang 1
Verbatim, from the transcripts: the passages where ByteDance comes up
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 12:14 Jensen Huang Just feeding the Metas, the Googles, the ByteDances, the Amazons, and take their classical, traditional way of doing hyperscaling and moving into AI, that's hundreds of billions of dollars.
- ▶ 1:14:29 Brad Gerstner And let's be clear, with the companies we're talking about here, ByteDance, Alibaba, etc., these are companies that are largely owned by American investors.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 12:02 Bill Gurley You, you know that the ByteDance founder is just remarkably unique.
- ▶ 50:04 Bill Gurley And then on the consumer side, you know, ByteDance, it seems to be the company to watch on anything consumer, and they already have an app. 2 times in the scene
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 18:14 Bill Gurley And so, you know, it may just be very well be that, that Alibaba just wants to make sure there's no ByteDance, you know, that equivalent in the I space, and that would be pretty rational.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:57 Brad Gerstner Uh, we have ByteDance.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:46 Brad Gerstner Uh, you know, we're big investors in ByteDance. 2 times in the scene
- ▶ 29:59 Brad Gerstner Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 1:04:53 Brad Gerstner I've been a shareholder in this company since 2015, one of the earliest venture capital rounds in ByteDance, the parent company, which, you know, which owns TikTok. 10 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:01:18 Brad Gerstner ByteDance has one, right?
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 34:04 Brad Gerstner In AI in China, and that's ByteDance. 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:03:53 Brad Gerstner And I think for TikTok shareholders, and as a reminder to folks, we're investors since 2016 in ByteDance, as TikTok shareholders, I just think they want resolution. 2 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:21 Brad Gerstner It's one of the most profitable AI companies in the world, as is ByteDance TikTok.
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:39 Brad Gerstner You know, think of, you know, the SpaceX's, the ByteDance, the Databricks, the Stripes of the world, all the companies people are waiting to see when they're going to come public.
- ▶ 28:23 Brad Gerstner The employees, so if you're an employee of SpaceX, or you're an employee of Stripe, or you're an employee of a ByteDance or these other companies, you could, you probably have quarterly or biannual liquidity events. 2 times in the scene
- ▶ 37:18 Brad Gerstner Venture and public, um, when I talked to technology investors, um, and, you know, then they would have everything in their venture bucket all the way from, you know, a series A all the way through Stripe or, or, or, or, or ByteDance, which…
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:04:03 Bill Gurley So, um, there's been a lot of conversation, um, in the past few weeks about TikTok and ByteDance, um, and obviously it very quickly moved, um, to the center of almost all, um, 5 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 25:30 Brad Gerstner And so, it would be surprising to me if we don't see Meta AI, and Microsoft, and ByteDance, and Perplexity, and all the others who are providing answer engines, ChatGPT, coming at them below margin, ok?
- ▶ 44:52 Brad Gerstner It was starting to happen, but the big difference, really, I think, between ByteDance and Meta was that Yaming at ByteDance adopted an approach around AI and GPUs before Meta did, and I think, I think Mark really made that transition about… 2 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 24:05 Brad Gerstner I mean, you have 40, 50, uh, in the case of ByteDance, a three hundred billion dollar