CNBC, every mention
30 scenes · ← back to CNBC
tap a year for its mentions
every year anyone Brad Gerstner 32Bill Gurley 2
Verbatim, from the transcripts: the passages where CNBC comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 14:44 Brad Gerstner I heard Greg Brockman say on CNBC a couple of weeks ago, right?
- ▶ 50:34 Brad Gerstner I don't want to be overly fixated on concern, but I do want to address head on what is being talked about every day on CNBC and Bloomberg, and there are a lot of these overlapping deals that are going on out there.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 21:14 Bill Gurley Yeah, so it's funny, they had Howard Marks on CNBC this morning, I'm a huge Howard Marks fan, and they asked him this question, and he, he said, look, multiples are too low for this to be, you can't be on bubble watch if the multiples…
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 9:32 Brad Gerstner I hear it every day on CNBC and Bloomberg, and I think it goes to, you know, some of these questions around, you know, shortages leading to a glut that they don't believe.
- ▶ 27:37 Brad Gerstner So one of the pushbacks, you know, I turned on CNBC yesterday, they were like, oh, glut, bubble.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 29:43 Brad Gerstner So Bill, you see these fundraising announcements that are being discussed, just CNBC's reporting tonight.
- ▶ 48:21 Brad Gerstner I mean, not only comfortable, we're at all time highs, you know, and, and April second, I was, uh, going, you know, on CNBC saying the nuclear Navarro was going to be a disaster and I'm out.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 57:29 Brad Gerstner And, uh, you know, and, and, and yet when I look at the trajectory that we're on, right, I saw Mike Intratore on, you know, CNBC today, and he said, listen, we're still underestimating the amount of demand that's out there in the world.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 52:48 Brad Gerstner Um, I put as pretty high D a high probability and, and, and, you know, remember I was asked about this on CNBC in the, in the heat of the crisis.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 27:14 Brad Gerstner These two things together are still, somebody asked me on CNBC, uh, I think in March, I was saying there are these two doors that we could, two paths we could follow.
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:07 Brad Gerstner In fact, one of the analysts on CNBC this week said, to be honest, we basically just handed the China AR market to Huawei anyway, right? 2 times in the scene
- ▶ 42:20 Brad Gerstner Well, the first thing it dawns on me is I ultimately don't think, you know, somebody asked me on CNBC, you know, they, I, I said, your decision as to whether be in the market comes down to whether you think the president is more, you know,…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 56:48 Brad Gerstner CNBC was roundly critical of, you know, of the company, you know, and of Morgan Stanley and the stocks at 60 bucks or whatever it ended today at. 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 5:09 Brad Gerstner Then we hear on CNBC from Delta Airlines at first, and then from United Airlines, and then from Frontier Airlines that consumer demand is really, ah, you know, taking a hit.
- ▶ 10:09 Brad Gerstner Moynihan from Bank of America was on CNBC this morning and said that consumer credit growth and, and bank expenditures from Bank of America were, were actually up six percent year over year, had not slowed down despite the fact that… 2 times in the scene
- ▶ 26:36 Brad Gerstner You know, I tweeted, uh, this week and said on CNBC last week, the M&A market is back.
- ▶ 55:36 Brad Gerstner You know, he said this morning that he doesn't think, he said on CNBC, I don't think tariffs will have a near-term impact on our business.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 9:35 Brad Gerstner And as I said on CNBC, this compares to about 10 or fifteen million for O-one out of OpenAI.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:05:53 Brad Gerstner The first thing I saw, Bill, is, I think it was on the, the actual day of the inauguration, you know, one of our heroes, Stan Druckenmiller, was on CNBC, and he talked about his observation on this administration, and he's saying, we're…
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 40:57 Brad Gerstner I mean, the, the, you know, the thing that I, I think so interesting, you know, I hear Kramer on CNBC this morning, you know, and they're talking about is this Cisco from 2000.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 30:08 Brad Gerstner Um, Bill, this just made me think about, um, I was watching CNBC this week, and I hear David Faber say, um, you know, they have a chart of NVIDIA up.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 54:54 Brad Gerstner In fact, I'm doing CNBC tomorrow, Bill.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:02 Brad Gerstner He goes on CNBC and he says, the demand is insane.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 18:30 Brad Gerstner Jamie Dimon was just on CNBC on, on the flip side.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:16 Brad Gerstner And I was, uh, watching CNBC this morning.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 40:57 Bill Gurley And, and I, I say this without judging it as positive or negative, the pressure to be completely focused on AI at the CEO level and the CIO level is so high right now from every, from everywhere, picking up the Wall Street Journal and…
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 53:37 Brad Gerstner CNBC said, you know, the CPI print came in quite dovish, 20 basis points, sequential cooling, uh, in the rate of change was the largest in several months. 2 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 46:06 Brad Gerstner You know, I go back to this Buffett interview he did on CNBC, and because this gets pretty esoteric, and, and, you know, you sit in these comp committee meetings, I see the eyes glaze over,
- ▶ 54:18 Brad Gerstner As public shareholders, and the good news is, like I said, there's a lot of evidence that this is starting to, you know, uh, you know, be a real matter of conversation on Twitter, on CNBC, in annual letters, you know, folks like Bob…
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 7:10 Brad Gerstner Um, in fact, you know, CNBC is screaming every day, whichever way Nvidia goes, so goes the market.