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Character.AI

3 statements across 1 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Aug 9, 2024 by Bill Gurley · said 16 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (9), Bill Gurley (7)

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2025 1 mention in 1 episode
2024 15 mentions in 4 episodes 4 per episode

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Everything said about Character.AI, oldest first

Aug 9, 2024 negative
Opinion
Gurley: AI startup 'take-unders' are structured primarily to evade antitrust regulators
“One, it is almost certainly the case that this, the primary reason that these funky transactions are happening are, let's just call them non-standard is precisely to avoid federal Regulatory scrutiny.”
Bill Gurley Aug 9, 2024 ▶ 1:20:10 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Aug 9, 2024 bearish
Assertion Supported
Gerstner: Generative AI apps show around 40% weekly engagement
“If you look at these generative AI apps, character tops out at about 64%, but if you look at Claude, Gemini, ChatGPT, they're about 40%. So much lower engagement you know, than you know, internet consumer apps.”
Brad Gerstner Aug 9, 2024 ▶ 1:07:48 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Aug 9, 2024 bearish
Disclosure
Gerstner: Altimeter passed on Character.ai due to unsustainable CapEx requirements
“I would say that we looked at both inflection and character. We really liked what we saw at character. We wanted to be involved in it, but it was really hard to underwrite it for exactly this reason. We said the most likely outcome is that they're going to be …”
Brad Gerstner Aug 9, 2024 ▶ 1:18:43 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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