includes Instagram Reels
4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 8, 2024 by Brad Gerstner · said 22 times in 12 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Brad Gerstner (14), Bill Gurley (4), Aaron Levie (2), Nick Turley (1), Kevin Weil (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 7 mentions in 4 episodes 2 per episode
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 14 mentions in 7 episodes 2 per episode
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Instagram, oldest first
Feb 8, 2024 neutral
Gerstner: Buying Perplexity Would Cannibalize Google Unlike Meta's M&A
“With Instagram and WhatsApp, it was not, they were not facing innovators dilemma. They, those deals did not cannibalize their core business in the way that perplexity would cannibalize, at least in part, the core business at Google.”
Mar 2, 2025 bearish
Gerstner: Meta AI productization is just an unimpressive search box
“As incredible as I think Zuckerberg and Meta are and the advancements they made, I have not particularly been impressed by the productization of Meta AI, right? It's basically just a search box stuck at the top of Instagram or stuck in my WhatsApp thread.”
Jun 20, 2025 neutral