Middle East, every mention
26 scenes · ← back to Middle East
tap a year for its mentions
every year anyone Brad Gerstner 33Bill Gurley 9Dylan Patel 2Sunny Madra 1
Verbatim, from the transcripts: the passages where Middle East comes up
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:47 Sunny Madra You have a good, you have a good eye for the Middle East.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:05 Brad Gerstner I've been in Washington, DC, and then I spent 10 days in the Middle East. 3 times in the scene
- ▶ 2:03 Brad Gerstner Well, I, I have to say the whole orientation, if you just think about it, toward the Middle East over the last few years has been kind of about control. 4 times in the scene
- ▶ 8:02 Bill Gurley What do you think the competitive advantage is of these national data centers in the Middle East? 4 times in the scene
- ▶ 19:32 Brad Gerstner I think he has some thoughtful arguments on the issue, but you know, on some things we could just agree to disagree as it pertains to the Middle East. 3 times in the scene
- ▶ 20:10 Brad Gerstner We talk a little bit about the Middle East, maybe, you know, the other big news events. 5 times in the scene
- ▶ 30:16 Brad Gerstner I think, listen, I think that's a closer call than selling chips to the Middle East.
- ▶ 38:27 Bill Gurley If things calm down in the Middle East, if Ukraine, Russia can be taken care of, maybe that gets on the table, and that could be a big cut that would meet this agenda.
- ▶ 46:32 Brad Gerstner I have to say, I was actually surprised that by the time I landed in the Middle East, I heard it had been included.
- ▶ 1:14:49 Bill Gurley I mean, what you just, what you basically just outlined was, hey, we should be doing with China what would just happen in the Middle East, right?
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:24 Brad Gerstner We have dealing with the volatile situation in the Middle East.
- ▶ 40:49 Brad Gerstner You have the Middle East, you know, entering into, you know, deals with China.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 1:11:54 Brad Gerstner Um, we have two, it's too important, um, to the rest of the world, uh, that we can cooperate with China on things like ending the war in the Ukraine, things in the Middle East.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:24 Brad Gerstner On the other side, you got to look at, you know, around the world and you say, well, I, we got a situation in the Middle East.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 17:27 Brad Gerstner With Jensen when he was in, I think, the Middle East.
- ▶ 43:25 Dylan Patel Private market money, like in the Middle East, in these sovereign wealth funds,
- ▶ 1:24:55 Dylan Patel The Middle East, the sovereign wealth funds in Singapore, and, and Nordics, and, you know, Canadian Pension Fund, and all these folks, they can throw, they can write really big checks.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 26:44 Brad Gerstner I'm equally hopeful that we use the same type of negotiating tactics, frankly, to end some of this global conflict in Ukraine and the Middle East.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:31 Bill Gurley In my mind, I'm thinking that's because, hey, if there's another company that's going to develop these big ones, I'm going to let them to the front of the line, and that speaks to what's happening in Malaysia and the Middle East, and any…
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:08:05 Brad Gerstner You mentioned the tragedy going on in the Middle East.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:23 Bill Gurley I think the Middle East is involved in this announcement as well. 2 times in the scene
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:07 Brad Gerstner And then the last one was just this expanding saber rattling in the Middle East potential of an expansion of the, the, the conflict with Iran.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 39:37 Brad Gerstner So it seems to me that the power source that we're going to need to scale up is Nat gas, and part of the reason I think you're seeing a lot of this go down in the Middle East
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 57:51 Brad Gerstner Um, and I tweeted this week, you know, uh, I think Jensen was over in the Middle East meeting with, with several of the GCC countries over there. 3 times in the scene
- ▶ 1:09:40 Brad Gerstner You're probably going to see some attempts in the Middle East. 3 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 1:08:29 Brad Gerstner In the Middle East, we see the same thing occurring, and he's like, I just want to make sure that we continue to underscore in this country that it is the thing that caused us to be at the top of the heap.