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Inflection AI

also referred to as: inflection

6 statements across 4 episodes · 1 bullish · 5 bearish · 2 people on the record · first statement Mar 21, 2024 by Bill Gurley · said 23 times in 7 episodes since 2024 · across every show →

Mentions by year

brought up most by Bill Gurley (12), Brad Gerstner (11)

every mention, scene by scene, with the transcript →

Everything said about Inflection AI, oldest first

Mar 21, 2024 bearish
Opinion
Gurley: Microsoft's Inflection deal is a warning against overpaying in AI
“This is a warning sign that you can't just pay any price For any deal in the AI sector and get paid. And cause I don't, you know, this, I don't see this now. I don't see the current status as a company that's going to have a venture-like return from here.”
Bill Gurley Mar 21, 2024 ▶ 1:17:27 Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
Apr 4, 2024 negative
Opinion
Gurley: Inflection AI and Stability AI Suffer Early Falls From Grace
“So one thing we've seen since you and I talked is a couple of, we'll just call them, you know, early falls from grace, you know, with inflection and stability AI.”
Bill Gurley Apr 4, 2024 ▶ 8:50 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Apr 4, 2024 positive
Opinion
Gerstner: Inflection's Microsoft Deal Was Not a Terrible Stakeholder Outcome
“I don't think it was a terrible outcome for the investors, for Mustafa or for Microsoft”
Brad Gerstner Apr 4, 2024 ▶ 11:01 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
Jul 11, 2024 negative
Opinion
Gurley: Big Tech Licensing Acquihires Like Adept Are Not VC Wins
“The adept thing is which was positioned by the press is similar to the inflection outcome. There's no way that's a win for venture capitalists. Like, I'm sure venture capitalists try and spin it, and we heard some spin around inflection, but it, you know, I, i…”
Bill Gurley Jul 11, 2024 ▶ 41:44 Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Aug 9, 2024 negative
Opinion
Gurley: AI startup 'take-unders' are structured primarily to evade antitrust regulators
“One, it is almost certainly the case that this, the primary reason that these funky transactions are happening are, let's just call them non-standard is precisely to avoid federal Regulatory scrutiny.”
Bill Gurley Aug 9, 2024 ▶ 1:20:10 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Aug 9, 2024 bearish
Disclosure
Gerstner: Altimeter passed on Character.ai due to unsustainable CapEx requirements
“I would say that we looked at both inflection and character. We really liked what we saw at character. We wanted to be involved in it, but it was really hard to underwrite it for exactly this reason. We said the most likely outcome is that they're going to be …”
Brad Gerstner Aug 9, 2024 ▶ 1:18:43 Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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