Inflection AI, every mention
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tap a year for its mentions
every year anyone Bill Gurley 12Brad Gerstner 11
Verbatim, from the transcripts: the passages where Inflection AI comes up
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:15:11 Brad Gerstner Inflection just gets subsumed by Microsoft.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:46 Brad Gerstner We got so excited in November of 22 because we had folks like Mustafa from inflection and no one from character coming in our office talking about investing in their companies.
- ▶ 43:17 Brad Gerstner And so early on here, we had a lot of model companies, you know, character and inflection and,
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:03 Brad Gerstner And in fact, some of these take unders, you know, the characters, the inflections, et cetera, certainly suggest that competing against the bigs. 2 times in the scene
- ▶ 1:17:00 Bill Gurley Um, and so we've had inflection, and, and the one that just happened is Character AI, which had pretty interesting engagement numbers, um, on your, on your slide here. 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
- ▶ 41:44 Bill Gurley Um, look, the adept thing is, um, which was positioned by the press is similar to the inflection outcome. 2 times in the scene
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 26:26 Brad Gerstner We've talked on this pod and, and others about how Inflection, who was building, right, remember Pi, which stood for personal intelligence, um, was trying to build a consumer app, built one of the largest H 100 clusters in, in the world,… 4 times in the scene
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 8:50 Bill Gurley 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.
- ▶ 10:55 Brad Gerstner Well, I w I would say it's, you know, and again, I think inflection did some important work. 2 times in the scene
- ▶ 57:56 Bill Gurley You, you, you might, maybe the inflect inflection team will get their money back, but that's not what venture is about, right?
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:12:35 Bill Gurley Um, and then this morning, just this morning, we rarely have news that broke just this morning, a very unusual, um, thing has played out with Microsoft and inflection. 6 times in the scene