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Elon Musk

also referred to as: elon

20 statements across 14 episodes · 12 bullish · 4 bearish · 5 people on the record · first statement Jan 25, 2024 by Brad Gerstner · said 225 times in 34 episodes since 2024 · across every show →

On the record as a speaker too: Elon Musk's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Brad Gerstner (180), Bill Gurley (30), Gavin Baker (5), Dylan Patel (4), Jensen Huang (2), Andrew Fox (2), Satya Nadella (1), Aaron Levie (1)

tap a year for its mentions
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01020202420252026episodes it came up in
0013102520202420252026episodesmentions per episode
2026 22 mentions in 1 episode
2025 91 mentions in 13 episodes 7 per episode
2024 112 mentions in 20 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about Elon Musk, oldest first

Jan 25, 2024 positive
Opinion
Gerstner: Twitter Platform and Product Pace Are as Vibrant as Ever
“What he did at Twitter, laying off 75% of the people that, you know, I saw somebody tweet the other day, Bill they said, I guess Twitter isn't going to fall over. Right? I mean, the platform is as vibrant and the product development cycle is vibrant as it's ev…”
Brad Gerstner Jan 25, 2024 ▶ 54:11 BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
Mar 7, 2024 positive
Opinion
Gurley: Musk's 2018 Tesla compensation package was among most shareholder-aligned ever
“It may be like one of the most, you know, shareholder aligned incentive packages ever, which is, is exactly what you would think Delaware courts would be looking after.”
Bill Gurley Mar 7, 2024 ▶ 55:01 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Mar 7, 2024 bearish
Prediction Not checkable as stated
Gerstner: Companies will flee Delaware if Musk pay ruling is upheld
“So if it gets upheld, I expect you're going to see significant flight from the state of Delaware by people reincorporated in these other states that, you know, frankly are pretty friendly as well.”
Brad Gerstner Mar 7, 2024 ▶ 57:27 Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
Mar 21, 2024 positive
Opinion
Gurley: No tech CEO I work with would accept Elon Musk's pay package
“I would offer any CEO I work with the Elon package, and I'm certain none of them would take it.”
Bill Gurley Mar 21, 2024 ▶ 42:41 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Apr 29, 2024 bearish
Prediction Not checkable as stated
Gerstner: Very few companies will be able to build frontier AI models
“I think that the cost structures that are going to be associated with frontier level models, there are going to be very few companies on the planet that are going to be able to build those models. Because I think the latest discussions, whether it's you know, …”
Brad Gerstner Apr 29, 2024 ▶ 13:35 Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 22, 2024 positive
Opinion
Gurley: Elon Musk's Pay Package Is the Most Shareholder-Aligned Ever
“The Elon package is the most shareholder aligned CEO compensation package I've ever seen. I would be thrilled if all of my hired CEOs had a very similar package.”
Bill Gurley Jun 22, 2024 ▶ 50:05 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 22, 2024 negative
Opinion
Gerstner: The 'stay private forever' strategy fails for most unicorns
“I really don't like the stay private forever idea. It works for some companies where you have an Elon Musk running SpaceX, and you know, the intrinsic motivation and experience will lead to a good outcome. It doesn't work well for 3050, bless you, of the other…”
Brad Gerstner Jun 22, 2024 ▶ 23:27 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 13, 2024 positive
Opinion
Huang: Elon Musk Is Singular in Engineering and Large-Scale Construction
“Elon is singular in this understanding of, Engineering, and construction, and large systems, and marshaling resources.”
Jensen Huang Oct 13, 2024 ▶ 48:33 Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 13, 2024 positive
Assertion Partly supported
Gerstner: xAI built and energized its supercomputer cluster in 19 days
“What would take somebody else years to get permitted, to get energized, to get liquid cool, to get stood up that x.ai did in 19 days”
Brad Gerstner Oct 13, 2024 ▶ 28:19 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Nov 21, 2024 neutral
Disclosure
Gerstner: Musk and Ramaswamy Called a 4-Year Balanced Budget Plan Unambitious
“And I shared that with Vivek and Elon, and they both had separate and independent reactions, which is not nearly ambitious enough, right?”
Brad Gerstner Nov 21, 2024 ▶ 53:04 Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 12, 2024 neutral
Assertion Supported
Nadella: OpenAI Briefly Used GCP Before Returning to Microsoft for Transformers
“The first time yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and we gave them some credits, and that time, they were more into RL, and Dota II, and what have you, and that was interesting and then we stopped …”
Satya Nadella Dec 12, 2024 ▶ 16:56 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 11, 2025 bullish
Prediction Not checkable as stated
Gerstner: xAI will serve as the hyperscaler powering Musk's companies
“A hundred percent. I think there's no doubt about it. It already is, and it will continue to be. Like, he has a Koretsu, as they say in Japan, of companies that can leverage each other's insights, and I fully expect that they will.”
Brad Gerstner Jan 11, 2025 ▶ 1:10:04 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 23, 2025 bullish
Prediction Held up
Gerstner: xAI will launch Grok 3 trained on world's biggest cluster
“We're going to see he's going to launch Grok three here. I think they're going to have the output the first training run on the biggest cluster in the world. And we're excited to see what that yields from my own perspective.”
Brad Gerstner Jan 23, 2025 ▶ 20:51 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 23, 2025 neutral
Assertion Not checkable as stated
Gerstner: No entity has $100B or $500B upfront for Stargate
“Elon is 100% right. Nobody has five hundred billion dollars. In fact, nobody has a hundred billion dollars to contribute to this on day one.”
Brad Gerstner Jan 23, 2025 ▶ 17:02 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 2, 2025 negative
Opinion
Gerstner: Frontier AI race is closed to everyone except Musk and Altman
“And so if you said, is this still an open sport? I'd say no way, right? I don't know anybody else other than the Elon and Sam at this point.”
Brad Gerstner Mar 2, 2025 ▶ 45:03 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 26, 2025 bullish
Prediction Held up
Huang: Elon Musk will likely build a gigawatt AI cluster first
“I would not be surprised if he gets to a gigawatt before anybody else does.”
Jensen Huang Sep 26, 2025 ▶ 57:27 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Jun 11, 2026 neutral
Assertion Supported
Gerstner: Elon Musk is locked up for 365 days post-SpaceX IPO
“And by the way, he's locked up for 365 days. Yes, exactly. So we know he's not selling, right?”
Brad Gerstner Jun 11, 2026 ▶ 38:53 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Jun 11, 2026 bullish
Prediction Not checkable as stated
Gerstner: Musk May Emerge as Largest Player in AI Compute
“So I think there might be a real consolidation in the AI compute market where you have the hyperscalers on the one hand, and on the other hand, you know, he may emerge as the largest, strongest player in the AI compute market.”
Brad Gerstner Jun 11, 2026 ▶ 18:14 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Jun 11, 2026 positive
Assertion Supported
Huang: xAI Brought a 100k GPU Cluster Online in 19 Days
“Just to put in perspective, a 100,000 GPUs, that's You know, easily the fastest supercomputer on the planet as one cluster. A supercomputer, ah, that you would build would take normally three years to plan. And then they deliver the equipment, and it takes one…”
Jensen Huang Jun 11, 2026 ▶ 14:24 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Jun 11, 2026 positive
Assertion Not checkable as stated
Baker: Musk builds data centers faster than anyone at 122 days
“We do know from Jensen that Elon brings data centers up faster than anyone, a 122 days.”
Gavin Baker Jun 11, 2026 ▶ 3:50 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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