Middle East

2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 22, 2024 by Brad Gerstner · said 45 times in 14 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (33), Bill Gurley (9), Dylan Patel (2), Sunny Madra (1)

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2025 28 mentions in 5 episodes 6 per episode
2024 17 mentions in 9 episodes 2 per episode

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Everything said about Middle East, oldest first

Feb 22, 2024 positive
Prediction Held up
Gerstner: Chip plants will be built in Vietnam, Japan, India, and Middle East
“I think you are going to see plants that get built in places like Vietnam and Japan. I think you are going to see them get built in India. You're probably going to see some attempts in the Middle East.”
Brad Gerstner Feb 22, 2024 ▶ 1:09:33 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
May 22, 2025 bearish
What-if
Gerstner: Middle East Would Have Adopted Chinese AI Without Policy Shift
“If we had continued down the path that we were on one year from now, this would have been largely, they would have made commitments to build on Chinese AI stacks because they couldn't afford to do nothing.”
Brad Gerstner May 22, 2025 ▶ 7:30 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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