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internet

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 1 times in 1 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (1)

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Everything said about internet, oldest first

Dec 23, 2024 neutral
Assertion Not checkable as stated
Patel: AI labs have tapped out human-written internet text data
“Humans post on the internet every day, and we've already tapped that out, right? Kind of more or less on a text.”
Dylan Patel Dec 23, 2024 ▶ 35:05 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 11, 2026 neutral
Assertion Partly supported
Gerstner: Software and Internet Lagged While AI Lifted SPY and NASDAQ
“Internet's down 16%. Software's down eight percent on the year. You know, SPY and NASDAQ are up, but really up because of their components that are related to AI and compute.”
Brad Gerstner Jun 11, 2026 ▶ 1:12:47 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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