Europe, every mention
33 scenes · ← back to Europe
tap a year for its mentions
every year anyone Bill Gurley 22Brad Gerstner 21Satya Nadella 4Thomas Laffont 2Philippe Laffont 1Jensen Huang 1
Verbatim, from the transcripts: the passages where Europe comes up
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 26:47 Satya Nadella Quite frankly, for any European startup. 3 times in the scene
- ▶ 1:12:57 Satya Nadella But not only are we attracting foreign capital to invest in our country so that we can re-industrialize, we are helping, whether it's in Europe or in Asia or elsewhere, in Latin America and in Africa,
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 47:42 Brad Gerstner So I think the answer to socialism, which has not worked for Europe, right? 2 times in the scene
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:24:29 Jensen Huang Um, many of them thinking about Europe.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 14:25 Bill Gurley Um, she runs all their Europe initiatives. 2 times in the scene
- ▶ 22:28 Brad Gerstner I don't want to understate, like, you know, we're still very significant, but China has found a market in Europe.
- ▶ 34:41 Bill Gurley They'd like the opportunity to compete in Europe and South America.
- ▶ 35:49 Bill Gurley I mean, I think it'd be very easy to say, you know, using your framing to say the US took advantage of Europe post World War II. 3 times in the scene
- ▶ 1:02:48 Bill Gurley I don't know if Europeans will go there.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 0:01 Brad Gerstner 15% on all goods coming from Europe. 3 times in the scene
- ▶ 52:19 Brad Gerstner 15% on all goods coming from Europe. 2 times in the scene
- ▶ 58:20 Brad Gerstner Yeah, you know, listen, so we landed Europe. 2 times in the scene
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 16:27 Brad Gerstner Think about this in Europe, right?
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 14:56 Thomas Laffont You know, I, I'm not going to go, do I want to go into Europe?
- ▶ 26:18 Philippe Laffont Uh, you're gonna have some telecom operators, more traditional operators in Europe, this, that.
- ▶ 41:50 Thomas Laffont So he's probably seeing how quickly ChatGPT is growing, social users, how quickly, um, Anthropic is growing, business users through their API, and thinking, I don't have two years to wait in European regulatory, uh, purgatory.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:23 Bill Gurley On China's products, selling into Europe, selling into South America.
- ▶ 48:17 Brad Gerstner Um, there's some binary outcomes, I think, as it relates to us in China, it looks like Europe is making good progress now on the reconciliation bill.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:07 Brad Gerstner So whether it's for Africa, whether it's for Europe, whether it's for, uh, the Middle East itself, whether it's for India.
- ▶ 12:59 Bill Gurley How far behind Europe is, and broadly speaking, in terms of business culture and tech. 2 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:32 Bill Gurley So, so we all believe that there's a imminent deep seek ban, the level of which I don't think we fully know right now, but you know, my immediate reaction is, oh, I guess Europe and South America will run on deep seek.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 15:18 Brad Gerstner I heard from one of the CEOs last week that four contracts with him had actually been canceled, right? 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
- ▶ 23:33 Bill Gurley She said the attitude amongst the European leaders is so kind of angry and chafed that there's a likelihood they may come to trust China more than the US. 2 times in the scene
- ▶ 39:52 Brad Gerstner And these companies now have significant presence in Europe.
- ▶ 58:44 Bill Gurley Stop a startup from any country from traveling to Europe or Malaysia and running a model. 2 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:59 Bill Gurley And so if you look at when America, you know, was mostly successful scaling out as post-World War II where Europe's been decimated and, and Japan's been decimated. 3 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 53:59 Brad Gerstner And by the way, relative to Europe, which is a basket case and a disaster, like the US is in such an incredible position. 2 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 17:53 Bill Gurley In 2009, uh, uh, big SUV sales went in the tank and there's a reason there's little bitty cars all over Europe, you know?
- ▶ 32:48 Brad Gerstner I mean, it was Europe that invented the generation skipping trust, this whole idea of working around the system in order to preserve dynastic wealth.
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 35:09 Bill Gurley The things that have played out in the European market, they're now a net importer of fossil fuel energy.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:37 Bill Gurley And what you realize is that, you know, and not to, not to maybe pick on Europe too much, but it'd be a little bit like that, right?
- ▶ 1:05:32 Brad Gerstner In order to bet, you know, Elon said, because the 12.5 and 12.6 are so good, they're going to look for approvals in China and Europe, um, around, you know, around autonomy. 2 times in the scene
- ▶ 1:16:54 Bill Gurley Um, especially about Europe, where he came from, and, and the company, and I, anyway, I wanted to recall.