Llama
also referred to as: llamas
includes Llama 3, Llama 4, Llama 7B, Llama 2, Llama 70B, Llama 3.1, Llama Four, Llama Three
4 statements across 4 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 4, 2024 by Brad Gerstner · said 76 times in 21 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Brad Gerstner (46), Bill Gurley (18), Dylan Patel (7), Sundeep Madra (3), Jensen Huang (2)
tap a year for its mentions
2025 26 mentions in 10 episodes 3 per episode
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- 2 more episodes that year, every mention in 2025 →
2024 50 mentions in 11 episodes 5 per episode
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | 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
- Ep17. Welcome Jensen Huang | 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
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 3 more episodes that year, every mention in 2024 →
Everything said about Llama, oldest first
Apr 4, 2024 bearish
Gerstner: Open Source Will Rapidly Commoditize Non-Frontier AI Models
“Apart from the people who are on the very frontier, if you're on the frontier and you have something totally different, it seems to me that that's a place where that is defensible. But if you're not on the frontier, man, it seems that these are going to be rea…”
Jan 11, 2025 neutral
Gerstner: Meta charges hyperscalers licensing fees for Llama models
“Where he said they already charge license fees to the large hyperscalers to use Lama and to provide it to them in certain ways, etc. I think it's de minimis revenue in the scheme of Meta, but, you know, he's smart enough in that. Bill Gurley: I don't know. Bra…”
Mar 2, 2025 bullish
Apr 4, 2025 neutral
Gurley: Meta restricts free Llama usage for apps over 700M users
“Some of the players, most notably meta with Lama, have a usage restriction against the free use of the model at seven hundred million, and that's what you were referring to, and so at least in a tweet Sam suggested they won't have that in theirs.”