Morgan Stanley, every mention
14 scenes · ← back to Morgan Stanley
tap a year for its mentions
every year anyone Brad Gerstner 16Bill Gurley 2
Verbatim, from the transcripts: the passages where Morgan Stanley comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 1:03:48 Brad Gerstner Um, and Morgan Stanley, you've got this chart in front of you, up to their twenty-twenty-seven CapEx forecast from nine hundred and fifty billion to 1.1 trillion.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 56:37 Brad Gerstner Well, you know, and somebody else I should mention is Morgan Stanley. 2 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 38:41 Brad Gerstner So when Goldman or Morgan Stanley want to sell one of these things, our phone rings.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:46 Brad Gerstner And if you look at the Morgan Stanley consensus forecast for this year, they expect it to finish the year at 2.2.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 5:47 Brad Gerstner Uh, Morgan Stanley estimates that about two billion was spent on the carbon offset market.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:34 Brad Gerstner We have Mike Wilson, you know, of Morgan Stanley fame, who called the 22, you know, crash, come out and say recently he thinks we're going to have a 10% pullback ahead of the election. 4 times in the scene
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:04 Bill Gurley I get the sense that the three, um, big guys, JP Morgan, Morgan, and, and Goldman just aren't that interested, you know?
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:37 Brad Gerstner So Goldman Sachs, JP Morgan, Morgan Stanley, those platforms are now aggregating and put big dollars into this space.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 17:54 Brad Gerstner Um, you know, if you look at the sell side notes out of banks this morning, Morgan Stanley and others, they're defending that this will be good for Google, that they've figured out how to monetize AI search.
- ▶ 54:40 Brad Gerstner The forecast we have in here is simply, uh, the consensus Morgan Stanley and Goldman Sachs forecast
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 51:19 Bill Gurley I saw a Morgan Stanley chart that listed everything about AI
- ▶ 53:39 Brad Gerstner One is a Morgan Stanley chart.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 36:05 Brad Gerstner I think anthropic was up at the Morgan Stanley conference this morning
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 1:07:14 Brad Gerstner Maybe we can pull up from Morgan Stanley.