Mistral AI
also referred to as: mistral
2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement May 16, 2024 by Brad Gerstner · said 16 times in 11 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (9), Bill Gurley (4), Dylan Patel (3)
tap a year for its mentions
2025 5 mentions in 5 episodes 1 per episode
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | 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 11 mentions in 6 episodes 2 per episode
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Mistral AI, oldest first
May 16, 2024 bearish
Gerstner: Frontier AI Labs Must Win Consumers to Justify Billions Invested
“So if you're going to be Anthropic or OpenAI or Mistral or anybody else, it's hard to see how you build a business, you know, with payback on the tens of billions that you're going to be required to invest unless you're in the consumer game.”