Claude, every mention

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every year anyone Brad Gerstner 11Apoorv Agrawal 3Clark Tang 2Satya Nadella 1Apoorv Mehta 1

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

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 2 mentions

  • ▶ 48:27 Clark Tang Um, but also just, you know, at, you know, we've, we've just been locked at our desks for the last, last day just, you know, hammering Claude because, you know, it's just fascinating the things that now we can do with Fable V that we just… 2 times in the scene

ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod Mar 15, 2026 · 1 mention

  • ▶ 10:20 Apoorv Mehta There's a lot of, it seems like at least from the outside fog of war, if I was a consumer today in the market to pick my super assistant, um, you would have a couple of great options, you know, uh, Claude out there.

AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod Dec 23, 2025 · 3 mentions

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod Oct 31, 2025 · 1 mention

  • ▶ 55:14 Satya Nadella The more code that gets generated, whether it is Codex or Cloud or wherever, where is it going?

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Aug 28, 2025 · 1 mention

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

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 1 mention

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Nov 21, 2024 · 1 mention

  • ▶ 19:06 Brad Gerstner Because I've heard that Claude and other models are doing perplexity are doing well as well.

Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Sep 25, 2024 · 1 mention

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Aug 9, 2024 · 2 mentions

  • ▶ 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%. 2 times in the scene

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 1 mention

  • ▶ 37:45 Brad Gerstner And Zuck did say in his announcement, kind of as a shot across the bow at, at, at Claude and at ChatGPT, that they had the most cap, the, the most capable, free,

Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod Mar 7, 2024 · 3 mentions

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