Magnificent Seven
4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Jul 11, 2024 by Brad Gerstner · said 11 times in 7 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (7), Brad Gerstner (4)
tap a year for its mentions
2026 1 mention in 1 episode
2025 4 mentions in 2 episodes 2 per episode
2024 6 mentions in 4 episodes 2 per episode
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | 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
- Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Magnificent Seven, oldest first
Jul 11, 2024 bullish
Gerstner: Big Tech Stocks Are Not in a Valuation Bubble
“We certainly are nowhere near the trough. But these don't, this doesn't feel to me like the stuff that bubbles are made of, right? I can make an argument that you could, these things could all be down 10% in the next three months, and none of them would be scr…”
Aug 9, 2024 negative
Gurley: AI pseudo-acquisition licensing deals carry severe double taxation risk
“Two, as I understand it, there is a substantial double taxation risk, and if this is not the case, it's the thing I'd love for someone to educate me on, but the way the money makes it from the Mag-Seven to the investors, I think is two-step. One, the money is …”
Jan 23, 2025 neutral
Gerstner: S&P excluding Mag 7 faces high hurdle from baked-in earnings acceleration
“If you look at the S and P, we think that S and P is baking in a big earnings acceleration this year. And that's on top of already high multiples. So the S and P X mag seven has a big hurdle this year. If you look at what's expected out of mag seven, it's a pr…”
Jun 20, 2025 neutral
Laffont: Mag 7 was flat year-over-year while top AI companies gained value
“So it was interesting seeing that we think that on average, the max seven of us was basically flat year over year and yet tremendous value accretion to the top AI companies, right? Whether it's open AI or Anthropic or all kind of the following companies.”