Jensen

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Apr 24, 2025 by Brad Gerstner · across every show →

Everything said about Jensen, oldest first

Apr 24, 2025 positive
Opinion
Gerstner: Nvidia and Jensen Huang are American national heroes
“I think NVIDIA and Jensen are national heroes for the work that they've done and the leadership they've given us in global AI. American success stories.”
Brad Gerstner Apr 24, 2025 ▶ 29:33 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Oct 31, 2025 bullish
Prediction Held up
Nadella: Hyperscalers will run heterogeneous hardware fleets across multiple chipmakers
“And it's not, and by the way, it's going to be heterogeneous. Obviously, Jensen's super competitive. Lisa is going to come. You know, Hawk's going to produce things from Broadcom. We will all do our own. So, there's going to be a combination. So, you want to r…”
Satya Nadella Oct 31, 2025 ▶ 58:26 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
Jun 11, 2026 bullish
Prediction Not checkable as stated
Baker: NVIDIA is highly likely to dominate open-source AI
“I do think NVIDIA is highly likely to be the world's dominant provider of open source AI, and I do think Jensen will bring open source, you know, right now it's, whatever, six months behind the frontier. We might see it creep closer and closer and closer”
Gavin Baker Jun 11, 2026 ▶ 57:20 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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