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Qwen

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 22, 2025 by Bill Gurley · said 6 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Brad Gerstner (3), Bill Gurley (2), Sunny Madra (1)

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0011.5232025episodesmentions per episode
2025 6 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Qwen, oldest first

May 22, 2025 bullish
Assertion Supported
Gurley: China has four deep-pocketed open-source AI models
“Deep Seek, Led to Quinn. Led to Xiaomi has a, has their own model as well. They've all gone open source. And so this will be the fourth deep pocket funded model in China that are all open source.”
Bill Gurley May 22, 2025 ▶ 1:07:21 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 31, 2025 bullish
Assertion Supported
Gerstner: Alibaba's Qwen open-source model surpassed 400M downloads
“So when the open source model out of Alibaba has passed, I think, four hundred million downloads.”
Brad Gerstner Jul 31, 2025 ▶ 5:10 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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