Mark Zuckerberg, every mention
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every year anyone Brad Gerstner 86Bill Gurley 13Sundeep Madra 5Satya Nadella 5Thomas Laffont 3Jensen Huang 2Dylan Patel 2Aaron Levie 1
Verbatim, from the transcripts: the passages where Mark Zuckerberg comes up
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 8:12 Jensen Huang Um, uh, Meta, just as what Zuck and Meta has with us, uh, it's exactly a direct.
- ▶ 19:00 Brad Gerstner Zuckerberg said last week on a podcast, you know, he said, listen, I think it's quite possible at some point that we will have an air pocket, and Meta may in fact overspend by ten billion dollars or whatever, but he said it doesn't matter. 3 times in the scene
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 36:11 Brad Gerstner Um, and it, it was kicked off by, by Zuckerberg and Meta. 10 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 39:16 Thomas Laffont To pay a hundred percent of a company to only get a hundred percent of the price, 49% of the company by the team, urgency is now, I need you tomorrow, uh, Alex, to help me fix my business, right? 3 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 47:23 Brad Gerstner And so if we listen to Mark Zuckerberg or Elon Musk or Sam Altman, they're all saying the same thing that coding agents are going to come.
- ▶ 1:08:50 Brad Gerstner I'm, I'm, I'm, you know, I'd love to talk with, with Zuckerberg about that.
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:14 Brad Gerstner As incredible as I think Zuckerberg and Meta are and the advancements they made, I have not particularly been impressed by the productization of Meta AI, right?
- ▶ 15:54 Bill Gurley And Zuck, as he has many times got 4 times in the scene
- ▶ 17:16 Brad Gerstner So, I mean, you know, again, Meta, if you, if you had to handicap the big guys, three billion users of their product, I think they have products that are tailor-made, um, for chat-oriented AI, whether it's Instagram and having shopping… 2 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 19:30 Brad Gerstner And, and, and, and Zuck really took the leadership on, kind of, open source in the US, and, you know, here we are evangelizing, you're evangelizing about open source, but it's not about Llama, right? 2 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:56 Brad Gerstner I, you know, I take Mark at his words last year in one of his podcasts. 2 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:01 Dylan Patel Then why is Mark Zuckerberg building a two gigawatt data center in Louisiana?
- ▶ 37:39 Dylan Patel Then why is Mark Zuckerberg building a two gigawatt data center in Louisiana?
- ▶ 1:27:03 Brad Gerstner I think Zuckerberg's doing the same thing.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 45:30 Brad Gerstner I think Zuckerberg would argue Meta.ai certainly, you know, has more, et cetera. 2 times in the scene
- ▶ 1:20:58 Satya Nadella I mean, that's why I think what Meta and Mark are doing is very smart, right? 5 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 19:04 Brad Gerstner You look at the ownership today that Zuckerberg has or Bezos had because they raised so little capital.
- ▶ 49:20 Brad Gerstner There's, there's always a cost to letting people go, but in this case, you know, you hear Zuckerberg talk about take out 20,000 people.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:08:29 Brad Gerstner You know, I think Mark Zuckerberg has said, the way we beat the bad AIs is we make the good AIs better.
- ▶ 1:14:42 Jensen Huang Our open source models, so first of all, uh, Lama downloads, right, obviously, yeah, Mark and the work that they, they've done, incredible, off the charts.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:38 Brad Gerstner In a couple days, I'll be there, and Mark Zuckerberg is expected to announce several new models there, smaller models and larger models.
- ▶ 48:14 Bill Gurley You know, and Zuck later said, shit, that actually kicked me into gear.
- ▶ 52:54 Brad Gerstner I, I pounded the table on this topic, you know, the time to get fit, um, and I, I applaud Mark Zuckerberg.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 39:57 Bill Gurley Zuckerberg, like, you know, with the open source stuff, he's just being very aggressive.
- ▶ 1:15:28 Brad Gerstner You know, I would say when it comes to agents, the person who I think has talked most eloquently about it is doing a ton of work is Zuckerberg at Meta.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:45 Brad Gerstner To see some things 10 years ago in the 2010 that started to cause some concerns, and he pointed out, you know, this idea that Zuckerberg pledged to give 99% of his wealth away, and he was attacked for it, and like starting to see some…
- ▶ 27:50 Brad Gerstner You know, Zuck wrote a letter in defense of open source. 13 times in the scene
- ▶ 39:51 Brad Gerstner In the face of all this, they're consuming, you know, Zuckerberg said, I want to have the number one consumer application in AI by the fall. 5 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:57 Brad Gerstner You know, it's the collective wisdom of that crowd, and I think it motivates the company to do the things they should do, and they do them faster than they would otherwise do, and Zuckerberg led the charge on this, and his stock has… 2 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:50 Brad Gerstner Everybody knows that Zuck's in beast mode around AI, and yet when he reduced the headcount from 86,000 to 69,000 a couple years ago, I think at the end of the most recent quarter, he still only had 69,400.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 21:52 Bill Gurley Mark says it was because he went public, it woke him up, and they got their mobile game together, and, and, and then they had to fight that war again.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:00 Brad Gerstner Elon is building a much, much bigger cluster to train a much, much bigger model, as is OpenAI, as is Zuckerberg, I mean.
- ▶ 1:24 Brad Gerstner You know, the category five earthquake, um, Microsoft, Snowflake, everybody seems to be out with a new model, but let's start with Zuck. 4 times in the scene
- ▶ 6:31 Bill Gurley You know, first, um, he made meta AI free, and he didn't, he didn't proclaim that this was temporary, or that he might pull it up later, and so, you know, that combined with, I think, perplexity claiming they're going to have an ad… 4 times in the scene
- ▶ 9:24 Sundeep Madra And there's another thing that, you know, Zuck said in that, which was, I think a big throw down, which is we're going to spend a hundred billion dollars on this. 5 times in the scene
- ▶ 13:56 Brad Gerstner Mark is talking about that. 4 times in the scene
- ▶ 26:34 Bill Gurley Um, one, you know, Zuck said something that kind of makes sense to me.
- ▶ 37:45 Brad Gerstner And Zuck did say in his announcement, kind of as a shot across the bow at, at, at Claude and at ChatGPT, that they had the most cap, the, the most capable, free, 6 times in the scene
- ▶ 53:26 Brad Gerstner Um, you know, Meta was down 15, or I think it ended up down 10 or 11%, um, and one of the major reasons it was down is Zuckerberg said, I'm gonna put the, you know, the accelerator to the floor. 3 times in the scene
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:52 Bill Gurley Although I will remind you that Zuckerberg said he should have gone public two years sooner than he did.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 37:02 Brad Gerstner Zuckerberg is going to drive the price, right? 2 times in the scene
- ▶ 48:36 Brad Gerstner And, you know, I just find it ironic in this moment in time that, the, the, you know, the person putting the most dollars up against the, the open source is somebody we're critical of, you know, that Washington was pretty critical of a…
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 44:52 Brad Gerstner It was starting to happen, but the big difference, really, I think, between ByteDance and Meta was that Yaming at ByteDance adopted an approach around AI and GPUs before Meta did, and I think, I think Mark really made that transition about… 5 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 26:16 Aaron Levie Um, I wouldn't love to be in, you know, Congress like Zuck is, but, but other than that, um, and then there's, and then, but then there's like actually like, like
- ▶ 31:22 Brad Gerstner It's just a little bit more CYA, you know, and I think that, you know, what you see with Mark is a real commitment to transform that business, uh, and it's showing up in, you know, in the results. 4 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 22:21 Brad Gerstner You saw that tweet or thread out of Zuckerberg this week, um, where he said by the end of the year, they're going to have the equivalent or this year, 600,000 H 100 GPUs, uh, running in super compute and that he was, and there's been a lot… 2 times in the scene
- ▶ 29:07 Brad Gerstner Well, because if you want to train the, you know, on 600,000 H 100, like we just talked Zuckerberg doing with the Lama three model, you have to have a business that is generating the massive cash piles that he's generating in order to do…