Claude

includes Claude 3, Claude Code

4 statements across 4 episodes · 3 bullish · 1 bearish · 2 people on the record · first statement Aug 9, 2024 by Brad Gerstner · said 18 times in 12 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Brad Gerstner (11), Apoorv Agrawal (3), Clark Tang (2), Satya Nadella (1), Apoorv Mehta (1)

mentionsepisodesper episode tap a year for its mentions

2026 3 mentions in 2 episodes 2 per episode

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 2 mentions · from 48:27
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod Mar 15, 2026 · 1 mention · from 10:20
every mention in 2026, scene by scene →

2025 6 mentions in 4 episodes 2 per episode

AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod Dec 23, 2025 · 3 mentions · from 1:37
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 1 mention · from 55:14
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Aug 28, 2025 · 1 mention · from 51:09
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod Jun 20, 2025 · 1 mention · from 20:39
every mention in 2025, scene by scene →

2024 9 mentions in 6 episodes 2 per episode

Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod Mar 7, 2024 · 3 mentions · from 29:04
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Aug 9, 2024 · 2 mentions · from 1:07:48
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 1 mention · from 1:27:22
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Nov 21, 2024 · 1 mention · from 19:06
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 25, 2024 · 1 mention · from 21:19
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 1 mention · from 37:45
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Claude, oldest first

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

Sep 25, 2024 bullish

Opinion

Gerstner: ChatGPT is pulling away; Gemini, Meta AI, and Claude are lagging

“ChatGPT beginning to run away with it. Gemini, Meta AI, Claude really are not even you know, keeping up.”

Brad Gerstner Sep 25, 2024 ▶ 21:12 Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Jun 20, 2025 bullish

Opinion

Gerstner: ChatGPT engagement is radically more resilient than expected despite competition

“ChatGPT has been radically more resilient, and the engagement has increased much faster than I think any of us would have thought with that level of competition coming out.”

Brad Gerstner Jun 20, 2025 ▶ 20:47 Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod

Dec 23, 2025 bullish

Opinion

Jain: Most enterprise employees use ChatGPT and Claude daily

“Everybody in your company is probably using ChatGBD and Claude and other tools on a daily basis.”

Arvind Jain Dec 23, 2025 ▶ 2:20 AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod

Claude

Mentions by year, the whole family

Everything said about Claude, oldest first

Turn any episode into a week of clips.