Mary Meeker

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 31, 2025 by Sunny Madra · said 3 times in 2 episodes since 2024 · across every show →

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brought up most by Brad Gerstner (2), Sunny Madra (1)

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Everything said about Mary Meeker, oldest first

Jul 31, 2025 bullish
Assertion Partly supported
Madra: Google's monthly AI token volume exploded 200x to 1 quadrillion
“In the Mary Meeker bond deck, you know, they have a slide there that shows Google went from five trillion tokens a month to 480 trillion tokens a month, and they had just put some press out that they crossed, like, you know, 800 trillion, and I saw something t…”
Sunny Madra Jul 31, 2025 ▶ 28:31 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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