Llama 4, every mention

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every year anyone Brad Gerstner 10

Verbatim, from the transcripts: the passages where Llama 4 comes up

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China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Jul 31, 2025 · 1 mention

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 1 mention

  • ▶ 40:31 Brad Gerstner He's got to, you know, Lama four was not where it needed to be to compete heads up, but he has one advantage.

AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod May 22, 2025 · 1 mention

  • ▶ 1:09:00 Brad Gerstner Are true, but there's, but there's definitely been some blowback about Llama four, uh, in terms of, you know, its capability.

Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod Apr 4, 2025 · 1 mention

  • ▶ 28:32 Brad Gerstner The, the launch of Llama four has been rumored for a long time, and in fact, I think there are just a lot of people who are surprised they haven't released it, but it seems to everybody they're gonna have to release it ahead of LlamaCon.

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jul 25, 2024 · 4 mentions

  • ▶ 36:00 Brad Gerstner That they've already laid out the compute cluster for Llama four. 4 times in the scene

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 2 mentions

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