JPMorgan Chase, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 5Bill Gurley 5
Verbatim, from the transcripts: the passages where JPMorgan Chase comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 52:35 Brad Gerstner Think of it in the context of JP Morgan.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 49:37 Brad Gerstner They'll be able to roll them over into their favorite, you know, uh, bank, whether it's Schwab or Fidelity or JP Morgan or what have you.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 3:20 Bill Gurley I think it was at the JP Morgan tech conference. 3 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 49:21 Brad Gerstner And you had 20 trillion of these trades at play, according to JP Morgan.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:45 Bill Gurley Like where the, the stewards of our industries would be Exxon or Delta or the, you know, JP Morgan or whatever.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:04 Bill Gurley I get the sense that the three, um, big guys, JP Morgan, Morgan, and, and Goldman just aren't that interested, you know?
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:37 Brad Gerstner So Goldman Sachs, JP Morgan, Morgan Stanley, those platforms are now aggregating and put big dollars into this space.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 37:15 Brad Gerstner If I'm a CIO of JP Morgan or some other, uh, you know, large institution, do I really want to pay a lot for that model?