Grok, every mention

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every year anyone Brad Gerstner 18Bill Gurley 8Sunny Madra 5Jensen Huang 2Gavin Baker 2

Verbatim, from the transcripts: the passages where Grok comes up

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 2 mentions

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 2 mentions

China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 7 mentions

  • ▶ 21:10 Brad Gerstner Like these companies that are using Quen on Grok, do you think they would prefer to use OpenAI so long as it was equally capable and equally priced performance?
  • ▶ 25:18 Brad Gerstner Grok four is a great model, is impressive what they, uh, what they put out there.
  • ▶ 25:30 Sunny Madra Yeah, so I think, like, Elon's been, you know, pretty, said it on Twitter that they'll always open source one generation back, and so while they were on three, you know, they should have gotten to two, and now they're on four, so I think… 2 times in the scene
  • ▶ 25:30 Sunny Madra Yeah, so I think, like, Elon's been, you know, pretty, said it on Twitter that they'll always open source one generation back, and so while they were on three, you know, they should have gotten to two, and now they're on four, so I think… 2 times in the scene
  • ▶ 26:23 Sunny Madra And it, you know, when it's on Grok, when it's all over the world, I think it's going to be a real big one for everyone.

Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod Jun 20, 2025 · 1 mention

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention

  • ▶ 44:44 Brad Gerstner You know, Grok has been a great model, you know, launched by Elon, but I think they really do have a big moat.

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 4 mentions

  • ▶ 1:04:59 Brad Gerstner One, just thinking about, you know, we had the launch of Grok, um, you know, Big Bang, the launch of Deep Seek. 3 times in the scene
  • ▶ 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 Mar 2, 2025 · 8 mentions

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 23, 2025 · 2 mentions

  • ▶ 20:51 Brad Gerstner We're going to see he's going to launch Grok three here.
  • ▶ 28:36 Brad Gerstner You know, whether that enthusiasm is at Google, or whether it's at x.ai, and what we're going to see out of Grok three, or what they're seeing out of the O series at OpenAI.

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 7 mentions

  • ▶ 28:47 Bill Gurley But one with a price point on it, and when Elon was talking about their release of GROC-II and potentially GROC-III, they said GROC-II is always going to be free. 2 times in the scene
  • ▶ 28:47 Bill Gurley But one with a price point on it, and when Elon was talking about their release of GROC-II and potentially GROC-III, they said GROC-II is always going to be free. 2 times in the scene
  • ▶ 1:07:53 Bill Gurley Grok three has been 3 times in the scene

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 1 mention

  • ▶ 35:39 Bill Gurley And, and there's no one today that is, uh, listening to Mark's podcast, playing with the new models, by the way, on Grok, they're like nutty fast, um, and saying, oh, like, that guy's stupid.
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