Character.AI, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 9Bill Gurley 7
Verbatim, from the transcripts: the passages where Character.AI comes up
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:15:13 Brad Gerstner Character gets subsumed by Google.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:46 Brad Gerstner We got so excited in November of 22 because we had folks like Mustafa from inflection and no one from character coming in our office talking about investing in their companies.
- ▶ 43:17 Brad Gerstner And so early on here, we had a lot of model companies, you know, character and inflection and,
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:03 Brad Gerstner And in fact, some of these take unders, you know, the characters, the inflections, et cetera, certainly suggest that competing against the bigs. 2 times in the scene
- ▶ 1:07:48 Brad Gerstner 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%.
- ▶ 1:17:00 Bill Gurley Um, and so we've had inflection, and, and the one that just happened is Character AI, which had pretty interesting engagement numbers, um, on your, on your slide here. 6 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 27:14 Brad Gerstner Character, which we heard a lot about, raised a lot of money. 3 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 1:13:41 Bill Gurley There are complaints, you know, in Reddit about character AI on this front.