Goldman Sachs, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 15Bill Gurley 4
Verbatim, from the transcripts: the passages where Goldman Sachs comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 1:50 Brad Gerstner The Wall Street Journal's reporting, um, you know, the Goldman Sachs are both saying a hundred and sixty billion in revenue in twenty-twenty-eight.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:15:21 Brad Gerstner I, I wanted to say, you know, Michael and myself, Dara Khashrashahi, David Solomon from Goldman, Renee Haas from Arm, uh, you know, uh, Bill McDermott from, uh, uh, ServiceNow, and a group of us were at the White House, uh, a few weeks ago…
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 38:41 Brad Gerstner So when Goldman or Morgan Stanley want to sell one of these things, our phone rings.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:12:20 Bill Gurley Goldman Sachs, GM, even United.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:04:41 Brad Gerstner He, in, in the press conference yesterday on Stargate, he was asked a question on TikTok, and he starts laying out his case, like, what he wants, right, and he, it could have been like he was running the investment bank at Goldman Sachs…
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:58 Brad Gerstner Jensen said at the Goldman Sachs conference,
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:06 Bill Gurley And so you and I had the discussion, you know, we've been having it all summer, but then the Goldman thing came out and, and the Sequoia thing came out and, and, and then the stocks retreated.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:05 Brad Gerstner Um, and so, you know, I, I think we have a good chart here, courtesy of Goldman Sachs, which shows the earnings growth over the course of the last
- ▶ 23:54 Brad Gerstner Um, you know, you've got Goldman Sachs with a piece, Modest Proposal had a piece. 5 times in the scene
- ▶ 39:21 Bill Gurley Another big question that's hinted at in the McKinsey piece and a little bit in the Goldman piece is how much of this is going to be cost reduction versus revenue creation?
- ▶ 45:03 Brad Gerstner Well, I think that, um, I think it's well said, and perhaps that if, if we had to tease out a red thread, um, that I think is actionable from all of these pieces, the Goldman piece, Sequoia, you know, McKinsey, et cetera, you know, it is…
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:04 Bill Gurley I get the sense that the three, um, big guys, JP Morgan, Morgan, and, and Goldman just aren't that interested, you know?
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:37 Brad Gerstner So Goldman Sachs, JP Morgan, Morgan Stanley, those platforms are now aggregating and put big dollars into this space.
- ▶ 38:50 Brad Gerstner Goldman Sachs.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 54:40 Brad Gerstner The forecast we have in here is simply, uh, the consensus Morgan Stanley and Goldman Sachs forecast