Saudi Arabia, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 17
Verbatim, from the transcripts: the passages where Saudi Arabia comes up
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:36 Brad Gerstner We have our good friend, Sonny Madra, the CEO of Grok joining from, I don't know, Sonny, it looks like some fancy hotel in Saudi Arabia in the middle of the night. 2 times in the scene
- ▶ 15:58 Brad Gerstner And the result, I assume, Sonny, is that you're seeing huge demand at Grok and in Saudi Arabia where you are right now for these Chinese open source models.
- ▶ 28:16 Brad Gerstner Um, is this a lot of hyperbole and chest pounding, or do you actually see, uh, the dollars going into the ground in places like Saudi Arabia and around the US?
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:59 Brad Gerstner And if you would have told me that in the first five months of this year, we would have gotten a trillion dollar deal signed with Saudi in terms of their investment in the United States, another trillion dollars with Qatar. 4 times in the scene
- ▶ 11:47 Brad Gerstner Oh, maybe Trump went over there, worked his art of the deal, and got a deal done with the Saudis or the Qataris.
- ▶ 16:29 Brad Gerstner But I would say I expect that the president's lifting of the sanctions on Syria probably gives way to the Saudis signing the Abraham Accords and other positive developments in this part of the world.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 45:41 Brad Gerstner And he said that the amount of compute, he was in Saudi Arabia at the time.
- ▶ 1:01:39 Brad Gerstner This diffusion rule will make it hard for us to get chips to Saudi Arabia, to the UAE, to India, to, you know, our friends in, in Southeast Asia, and it makes it hard through this regulatory capture that some of the US CSPs put in place,…
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 36:21 Brad Gerstner I think they're doing incredible stuff, you know, in the GCC and Saudi in particular, but they said, we're going to deploy more of PIFS dollars on investments inside of Saudi Arabia than outside of Saudi Arabia, right? 3 times in the scene
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:27 Brad Gerstner The Saudis, uh, the Kuwaitis, and then don't forget, we've also seen, um, the private wealth, the high net worth
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 28:09 Brad Gerstner The Saudis are doing the same.