Mark Zuckerberg
6 statements across 5 episodes · 4 bullish · 2 bearish · 4 people on the record · first statement Mar 7, 2024 by Brad Gerstner · said 117 times in 23 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (86), Bill Gurley (13), Sundeep Madra (5), Satya Nadella (5), Thomas Laffont (3), Jensen Huang (2), Dylan Patel (2), Aaron Levie (1)
tap a year for its mentions
2025 30 mentions in 7 episodes 4 per episode
- Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | 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
- every mention in 2025, scene by scene →
2024 87 mentions in 16 episodes 5 per episode
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ 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
- 8 more episodes that year, every mention in 2024 →
Everything said about Mark Zuckerberg, oldest first
Mar 7, 2024 bearish
Apr 29, 2024 positive
Apr 29, 2024 bearish
Gerstner: Very few companies will be able to build frontier AI models
“I think that the cost structures that are going to be associated with frontier level models, there are going to be very few companies on the planet that are going to be able to build those models. Because I think the latest discussions, whether it's you know, …”
Jun 22, 2024 positive
Gerstner: Public market pressure forces companies to cut costs faster than staying private
“When the public markets gives you a sign, right, like it did Meta or Facebook in the fall of twenty-twenty-two when the stock goes to 90 dollars a share, right, there's nowhere to hide. You confront the brutal truth. You confront the reality. Public market inv…”
Dec 12, 2024 positive
Nadella: Meta's open-source Llama strategy smartly commoditizes complements
“I think what Meta and Mark are doing is very smart, right? Which is in some sense, he's trying to commoditize even his complement, right? It makes a ton of sense to me. If I were in his shoes, I would do that, right? Which is get the entire world converged. I …”
Dec 23, 2024 positive
Patel: Multi-gigawatt buildouts disprove claims that AI scaling is over
“Why is Mark Zuckerberg building a two gigawatt data center in Louisiana? Why is Amazon building these multi gigawatt data centers? Why is Google, why is Microsoft building multiple gigawatt data centers? Plus buying billions and billions of dollars of fiber to…”