Elon Musk, every mention
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every year anyone Brad Gerstner 180Bill Gurley 30Gavin Baker 5Dylan Patel 4Jensen Huang 2Andrew Fox 2Satya Nadella 1Aaron Levie 1
Verbatim, from the transcripts: the passages where Elon Musk comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 3:52 Gavin Baker Uh, Elon brings data centers up faster than anyone, a 122 days.
- ▶ 7:47 Andrew Fox You know, Elon talks about it a lot, but, uh, getting these rockets to fly at a cadence that's comparable to an airline, right? 2 times in the scene
- ▶ 13:35 Brad Gerstner Is that Elon, you know, we talked about it on All In podcast, we called it EWS, Elon Web Services, right? 9 times in the scene
- ▶ 21:50 Brad Gerstner You know, I think it's more like six years, but Elon's gonna say three, because if, if he says six, then it will take even longer. 2 times in the scene
- ▶ 29:15 Brad Gerstner One to think that, based on these couple deals, that Elon's going to build a much bigger, Starlink's going to build, or SpaceX is going to build a much bigger business there. 3 times in the scene
- ▶ 38:44 Gavin Baker Elon, I don't think he needs liquidity, and I think he owns, what does he own, Foxy? 4 times in the scene
- ▶ 1:06:01 Brad Gerstner Elon's been taking the over.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 13:57 Brad Gerstner Elon could certainly raise it in other places.
- ▶ 59:53 Bill Gurley But, you know, the fact that Steve Pinker was out there, Elon, you know, our stuff, like, it eventually happened.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 7:24 Jensen Huang They want to do, they want to, they want to basically have a relationship with us the way that, that Elon and X has relationship. 2 times in the scene
- ▶ 25:12 Brad Gerstner Do you see some of the traditional hyperscalers that may have been moving a little slower than, let's call it a CoreWeave, or, or, uh, uh, Elon X, or maybe a little slower than Stargate.
- ▶ 57:02 Brad Gerstner And you said, you know, the most world-class builder maybe that we have in the country is Elon Musk. 6 times in the scene
- ▶ 1:34:14 Brad Gerstner Elon taking us to Mars, watching spaceships caught with, you know, uh, chopsticks out in the sky.
- ▶ 1:42:54 Brad Gerstner I think to have leaders like you, leaders like Sam and Elon, Satya, et cetera, it's such an extraordinary advantage for this country, right?
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 21:01 Brad Gerstner One of my observations is, and you hear this from Elon, you hear this from Jensen Huang, you hear this from Tim Cook, you hear it from Farley.
- ▶ 34:18 Bill Gurley In fact, most of those, um, most of those people look up to the U S founders that have done great things, the jobs and the Elons, and most of them aspire to compete globally the same way a founder in the U S would like.
- ▶ 43:38 Bill Gurley And then lastly, you know, Elon's published all the Tesla patents.
- ▶ 52:00 Brad Gerstner Now we have comments this week out of Elon.
- ▶ 1:05:37 Brad Gerstner What's Elon Musk think?
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 25:14 Brad Gerstner Now, of course, Elon says he's committed to open source as well. 2 times in the scene
- ▶ 26:53 Brad Gerstner I think now that's very clear, but just a couple of tweets out of Elon and Sam Altman the last couple of weeks on this compute demand has really caught my attention. 2 times in the scene
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 33:26 Brad Gerstner Elon's talking about forming a third party, the American party, really in response, what appears to be frustration over, ah, Doge and the budget deficit and the concerns by folks like Ray Dalio about, you know, a debt spiral in the United… 6 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 20:38 Brad Gerstner Elon launches Grok.
- ▶ 29:22 Brad Gerstner One of the things I thought was so interesting, we're at this moment in time where we, we've heard from Elon and the guys on the all in pod, David Friedberg and others who are saying, you know, we're in this debt spiral. 2 times in the scene
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:06 Brad Gerstner It's about the generation of students who are still in China or, or, or still in Southeast Asia or anywhere else in the world in South Africa, like Elon and Saks and, you know, and others.
- ▶ 46:30 Bill Gurley And then the debt issue, which now, you know, is, is there's a whole bunch of, of noise, you know, being stirred up by Elon, you know, now saying he doesn't support the big, beautiful bills. 2 times in the scene
- ▶ 54:17 Brad Gerstner You got two and a half million views on this Delaware clip after you got a little promo from, from Saks and Elon.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:11 Brad Gerstner We all got excited about Elon and Doge being able to cut a lot of costs out of government.
- ▶ 49:08 Brad Gerstner Um, one is our good friend Kathleen McCormick, you know, that chancellor in, in the state of Delaware, Bill, who overturned the, the Elon pay package. 2 times in the scene
- ▶ 1:09:23 Brad Gerstner Elon has also said that they're going to open source a model.
- ▶ 1:14:13 Brad Gerstner I don't see people attacking Elon for having Tesla in China or Tim Cook for having Apple in China, right?
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 3:41 Brad Gerstner And so JP Morgan had this great event in Montana last week, a hundred tech CEOs, but you know, they had Howard Lutnick, Elon Sachs, Doug Bergram, all talking about
- ▶ 39:04 Bill Gurley And, you know, they probably didn't anticipate all the moves that Elon's made with X and Twitter. 2 times in the scene
- ▶ 1:05:02 Brad Gerstner You know, and for the last two years, I've agreed largely with Elon and Saks and others that we should engage with China.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 47:23 Brad Gerstner And so if we listen to Mark Zuckerberg or Elon Musk or Sam Altman, they're all saying the same thing that coding agents are going to come.
- ▶ 1:18:57 Brad Gerstner You're not going to have a clearing event here where it's winner take most because these guys will continue to throw money at it for a long time, and I would say among the other independent players, Elon and Grok have a great product, have…
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:45 Brad Gerstner So we're now like 10 days out since Elon and his team, you know, unveiled in, in pretty record time.
- ▶ 20:40 Brad Gerstner And people said that Elon couldn't, you know, couldn't do this. 4 times in the scene
- ▶ 44:46 Brad Gerstner Obviously, Elon is, is the wealthiest person on the planet. 4 times in the scene
- ▶ 51:58 Brad Gerstner They're not only making big cuts, and the president has now, uh, just last week said he wants Elon to be more aggressive, right?
- ▶ 54:41 Bill Gurley When, when Elon went into Twitter, one of the stories that came out was that they found there were software licenses for a whole bunch
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:21 Brad Gerstner I remember when Elon first talked about it on stage at launch was to defend against singular control by Google of a closed tyrannical AI.
- ▶ 30:38 Brad Gerstner Uh, you know, Elon in that, in that camp and others who seem to think that it's a losing battle just to focus on slowing China down.
- ▶ 50:50 Brad Gerstner It's super important to understand that there is nobody like Elon. 14 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:00 Brad Gerstner Elon is 100% right.
- ▶ 1:22 Brad Gerstner I have to say, even for those of us who are fascinated by the back and forth in Silicon Valley, Bill, the back and forth this morning among perhaps the most seminal figures in Silicon Valley, you know, Elon, Larry Ellison, Satya Nadella,…
- ▶ 7:02 Brad Gerstner Everybody's talking about five hundred billion, and now this morning we have debates between Elon, who says funding not secured, like they don't have the money, and on the other side we have folks saying, of course, we're already doing…
- ▶ 16:57 Brad Gerstner If you're trying to square the circle, how can both Elon and Sam be right? 2 times in the scene
- ▶ 18:44 Bill Gurley One is Elon and X.ai. 4 times in the scene
- ▶ 24:19 Brad Gerstner X.ai because of the genius of Elon and, and, and the momentum they have and the operating businesses that stand up behind them are 100% going to be in that game and maybe eventually leading that game. 3 times in the scene
- ▶ 44:56 Brad Gerstner Um, and as I said to Bill, you know, we have certainly intramural battles between Meta and Google and x.ai and Elon and OpenAI, but we're all on Team America and unequivocally this advances us on AI at a rate and a pace that I think is,…
- ▶ 49:21 Bill Gurley I mean, we gave a lot of credit to Elon for being,
- ▶ 58:23 Brad Gerstner We now see that Vivek's going to run for governor of Ohio, it sounds like, and so Elon is singularly at the head of Doge.
- ▶ 1:05:17 Brad Gerstner Uh, people have, he asked, somebody asked the president, would it be okay if Elon bought part of this? 3 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:14 Dylan Patel Um, which is why you think, see things like what Elon's doing.
- ▶ 1:07:52 Dylan Patel Like, NVIDIA, you know, the top 500 supercomputer list is not relevant because most of the super, biggest supercomputers like Elon's and Microsoft's and so on and so forth are not on there, but NVIDIA has multiple supercomputers on the top…
- ▶ 1:25:25 Dylan Patel Like, they have to raise more money to spend significantly more, and that, that keeps the engine rolling, because once one of them spends, Elon is forcing everyone to spend more, actually, right? 2 times in the scene
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:56 Satya Nadella And so, ever since I've been obsessed with language, and along with Kevin, in fact, the first time, um, uh, yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and, uh, we gave them some…
- ▶ 19:49 Bill Gurley Um, I'm curious if you agree with that and how you think about the key players in the race, you know, Google, Amazon, Meta with Llama, Elon has entered the game.
- ▶ 1:05:20 Brad Gerstner You know, so Elon has said that he's going to build a million GPU cluster. 4 times in the scene
- ▶ 1:16:17 Bill Gurley I guess Elon's launched a missive in there as well.
- ▶ 1:23:59 Brad Gerstner I think both Bill and I get excited when we see the leadership, uh, you, Elon, Mark, Sundar, et cetera, you know, really forging ahead for Team America around AI.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 3:20 Bill Gurley You know, and there, there's a great quote, Steve, Steve Sue, um, pulled up a Lex interview with Elon from, from about a year ago. 2 times in the scene
- ▶ 15:39 Brad Gerstner It might not be apparent with the, with, with the topic headline, but you know, Governor Newsom is rebooting his attack on Elon Musk and capitalism. 3 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:06 Brad Gerstner Elon had said they were going from making 10% improvements a year, uh, to 10 X improvements in, in a much shorter period of time. 4 times in the scene
- ▶ 39:36 Brad Gerstner Um, speaking of speaking of speaking of Elon.
- ▶ 41:24 Brad Gerstner Department, which is run by Vivek and Elon and is overseeing trying to reform government spending, government regulations, frankly, reducing the size of the federal government with the overall objective of getting control of our national… 4 times in the scene
- ▶ 53:04 Brad Gerstner These are tiny changes in cost, and I shared that with, with Vivek and Elon, and they both had separate and independent reactions, which is not nearly ambitious enough, right?
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 3:16 Bill Gurley Yeah, yeah, and, and I'd been trying to do it for a while, because he's 88, and all of his, you know, former colleagues that are still alive are kind of in awe of what Elon's doing, and super appreciative, because for them, you know, the… 2 times in the scene
- ▶ 38:57 Brad Gerstner Elon said, we're now going to go from a 100,000 GPUs to 200 thousand GPUs in that, uh, facility. 2 times in the scene
- ▶ 1:04:10 Brad Gerstner Across the board is, you know, in the same reason perhaps that Elon says you use a humanoid versus a non-humanoid robotic form, because a humanoid works in a world that was designed for humans, right?
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:30 Brad Gerstner But how many direct reports does Elon have?
- ▶ 27:35 Brad Gerstner And, and part of that demand was a conversation about Elon and x.ai and what they did. 17 times in the scene
- ▶ 36:32 Brad Gerstner What I think is so interesting about X is, you know, when I was pushing him on this model consolidation, pushing Jensen on it, he was like, listen, with Elon, you have somebody with the ambition, with the capability, with the know-how,…
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:36 Brad Gerstner When we look at the rate of change, I think Elon has said the only thing that really matters is rate of change.
- ▶ 46:54 Brad Gerstner Well, there are reports out there that, that you and Larry and Elon had dinner. 6 times in the scene
- ▶ 51:17 Brad Gerstner Elon is an N of one.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:07 Bill Gurley There were plenty of, you know, pro nuclear advocates that were sticking their neck out and then Elon gets in the game.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:51 Brad Gerstner Traditionally Democratic supporters, Ben Horowitz, Marc Andreessen, Elon, who supported a lot of Democrats in the past, have come out in support of Trump.
- ▶ 9:55 Brad Gerstner Now stepping down, and Kamala taking the position, right, I, I think the straw that broke the camel's back, frankly, for a lot of people, Elon, uh, you know, came out and endorsed after this, was just the recognition that Biden was not in…
- ▶ 20:30 Bill Gurley Let's, let's go a little bit down the, the E-line case, because I do think, I don't know who to blame it on. 3 times in the scene
- ▶ 27:56 Brad Gerstner Elon then responded to your tweet and said it was an impressive model.
- ▶ 1:03:47 Brad Gerstner But interestingly enough, uh, Elon said on the call, if you don't believe that Tesla's gonna solve autonomy, sell our stock. 2 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:02 Brad Gerstner Today from open AI to anthropic to, you know, Elon, et cetera, who have all said they were surprised to the upside, um, by larger models leading to, you know, really breakthrough outcomes. 2 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:34 Brad Gerstner 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.
- ▶ 46:07 Brad Gerstner So we know now that Elon has won the vote for a second time.
- ▶ 50:05 Bill Gurley And as I said to you back then, and I believe even more today, and I've seen more copycats of it, the Elon package is the most shareholder aligned CEO compensation package I've ever seen.
- ▶ 54:20 Brad Gerstner And now we're talking about, despite two shareholder votes that both voted in favor of giving Elon this package, both before and contemporaneous and now,
- ▶ 1:01:34 Brad Gerstner Larry and Sergey, you know, so, um, great to be with you.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:04 Brad Gerstner And I think that may be Elon's frankly greatest legacy is just the motivation, the inspiration he's giving to all the generations that are coming up, right?
- ▶ 10:23 Bill Gurley I look at someone posted the, just the investment Sequoia has made in Elon's companies, and they were rounds that were in the, you know, 506 hundred million dollar range, and there were three or four of them. 2 times in the scene
- ▶ 27:24 Brad Gerstner No, I mean, I'm, I'm just saying, you know, Elon set out a vision for rockets that could land themselves, and 3 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:39 Bill Gurley Excessive inflection was a bit cringy as Elon Musk.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:00 Brad Gerstner Elon is building a much, much bigger cluster to train a much, much bigger model, as is OpenAI, as is Zuckerberg, I mean.
- ▶ 13:53 Brad Gerstner Elon's talking about a 100,000 GPU cluster.
- ▶ 44:07 Brad Gerstner Elon is building a much, much bigger cluster to train a much, much bigger model as is open AI, as is Zuckerberg.
- ▶ 50:49 Brad Gerstner And Elon, I thought, elegantly put this, you know, we're going to be both Uber and Airbnb. 3 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:43 Bill Gurley Going back to the Elon compensation thing, someone with nine shares who made money can bring that kind of legal case against the company where the stock went up.
- ▶ 43:56 Brad Gerstner Oh, you know, Elon's throwing the long ball on robo taxi and all this. 2 times in the scene
- ▶ 48:58 Brad Gerstner Now, of course, that's not the way it, you know, I would think that Elon might approach it, right? 3 times in the scene
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