Shopify, every mention
3 scenes · ← back to Shopify
tap a year for its mentions
every year anyone Satya Nadella 1Brad Gerstner 1Bill Gurley 1
Verbatim, from the transcripts: the passages where Shopify comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 36:55 Brad Gerstner You know, we had this chart last week, right, that came out, everybody was sending around Twitter, conveniently timed, and, you know, it's like, shows the average max drawdown post IPO for, like, 20 companies from Facebook, Twitter,…
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 42:14 Satya Nadella OpenAI was able to really build out this escape velocity with ChatGPT, but on the API side, the biggest thing that we were able to gain was, you know, take, you know, Shopify or Stripe or Spotify.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 31:48 Bill Gurley Yeah, and I think there are better people, like, to talk about this than me, but when I look across the number of people whose intellect I respect, and I, I, this came to my thinking, you know, maybe five years ago, and that's everyone…