Silicon Valley, every mention
89 scenes · ← back to Silicon Valley
tap a year for its mentions
every year anyone Brad Gerstner 93Bill Gurley 33Aaron Levie 3Sundeep Madra 1Satya Nadella 1Sam Altman 1Clark Tang 1
Verbatim, from the transcripts: the passages where Silicon Valley comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 0:43 Brad Gerstner Early morning, Silicon Valley.
- ▶ 9:50 Brad Gerstner Obviously, you know, I'm here in Silicon Valley.
- ▶ 18:57 Brad Gerstner Being funded in Silicon Valley right now as we speak because of the shortage in compute.
- ▶ 31:41 Brad Gerstner People outside Silicon Valley may not know, you know, Michael and the team at Cursor as well.
- ▶ 54:16 Clark Tang Like the West, Silicon Valley, and also spending time in Asia.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 1:32 Sam Altman Not, not like, not like most Silicon Valley startups.
- ▶ 35:35 Brad Gerstner And I think not many people know that your CTO, Kevin Scott, you know, an ex-Googler, lives down here in Silicon Valley.
- ▶ 1:13:42 Brad Gerstner But I, for one, see a level of coordination going on between Washington and Silicon Valley, between big tech and the re-industrialization of America that gives me cause for incredible hope.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 49:12 Brad Gerstner They're attacking this the way I would attack, I would expect a Silicon Valley startup to attack the problem.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:43:46 Brad Gerstner And raise the floor for everybody and make sure that this is a win, not just for some elite plutocrats at the top hanging out in Silicon Valley.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 1:20 Brad Gerstner Uh, you know, I just, I just got back to Silicon Valley, um, after, you know, being away for a few weeks, these, you know, the OpenAI deal, the Anthropic deal, I was just looking at these
- ▶ 3:39 Brad Gerstner It's one of the hottest, in many ways, most consequential, and also most controversial debates, I think, in Silicon Valley and in Washington.
- ▶ 31:52 Bill Gurley And, and by the way, that's the thing that I just really don't understand, um, that you see in Washington, you see it on that select committee of the CCP, and you see it from some of the, the, the people in Silicon Valley.
- ▶ 1:03:52 Brad Gerstner And I think there's a lot of that going on in Silicon Valley and other places that, um, you know, we're going to be a lot better off if we're very pragmatic about, uh, there's no slowing down in China.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 18:03 Brad Gerstner What we know in Silicon Valley, if you build an open platform, a million applications can bloom.
- ▶ 1:17:50 Brad Gerstner And, uh, finding that balance between, between government and Silicon Valley has always been
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:15 Brad Gerstner In Silicon Valley, we have this dynamic ecosystem of risk capital.
- ▶ 29:33 Bill Gurley We've all seen the list of all the immigrants that have been so successful and critical to the, to Silicon Valley's own success. 2 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:40 Brad Gerstner And so I think that, you know, we, it felt like a massive one-eighty shift from what I would call the Washington approach of control and preventing diffusion of American technologies to much more of a Silicon Valley approach to partnership…
- ▶ 10:40 Brad Gerstner And I would, I would tell you, listening to Shake Tech Noon, uh, you know, in the UAE, um, and their commitment, it, they are, they are as technology forward as anything here in Silicon Valley.
- ▶ 15:21 Brad Gerstner You know, effective altruist types who are these decelerationists in Silicon Valley who don't want to see the diffusion of any of this AI.
- ▶ 42:29 Bill Gurley Hot topic always on, on, in Silicon Valley.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 53:52 Brad Gerstner And listen, I'm here in Silicon Valley.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 30:48 Brad Gerstner One of the largest outcomes in the history of Silicon Valley, you know, and those guys are both repeat offenders at home run power law outcomes.
- ▶ 42:00 Brad Gerstner With BYD, it could very well turn the tables, and we could be dependent upon Huawei for next generation AI chips instead of the United States, and so protecting that level of innovation here in Silicon Valley is important, but let's talk…
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 56:23 Brad Gerstner But I don't think the public markets or investors generally, and certainly not Silicon Valley, has kind of gotten their head around what this means. 2 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:04 Brad Gerstner But I would say this is probably the biggest divide in Silicon Valley among technologists regarding 2 times in the scene
- ▶ 47:20 Brad Gerstner So I, I think, you know, one, one area I'm, I'm, I'm really focused on for Silicon Valley.
- ▶ 53:01 Brad Gerstner Well, Silicon Valley's gotten fit.
- ▶ 1:06:55 Brad Gerstner But what I would say to our friends in Silicon Valley is expect way more volatility.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:22 Brad Gerstner I have to say, even for those of us who are fascinated by the back and forth in Silicon Valley, Bill, the back and forth this morning among perhaps the most seminal figures in Silicon Valley, you know, Elon, Larry Ellison, Satya Nadella,… 2 times in the scene
- ▶ 57:33 Brad Gerstner So to me, when I think through the most important executive orders impacting Silicon Valley, one is on this diffusion, uh, bill, we gotta kill this.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:53 Brad Gerstner For every conversation I have with people in Silicon Valley who say they're gonna invest more in compute, this is the year of agentic AI that we may see AGI in the next 18 months, I have another call, um, maybe with a big fund in New York…
- ▶ 23:44 Brad Gerstner And so I, I think there, we're still in that moment, and that's why I think it's an advantage to be in Silicon Valley, because you're really spending all your time with the people who are actually doing these things.
- ▶ 58:34 Brad Gerstner And just so people, you know, I've heard this boogeyman out there that people are like, oh, everybody in Silicon Valley, they don't want any regulation.
- ▶ 1:05:33 Brad Gerstner They are facing the largest innovators dilemma in the history, or certainly from my perspective, the history of Silicon Valley.
- ▶ 1:16:26 Brad Gerstner Like we hearken back to the age of bell labs in Silicon Valley, you know, and where you had national government spending.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 12:00 Satya Nadella Because I always, as I always say, from sort of ancient sort of Greece to modern Silicon Valley, there's only one thing that brings civilizations, countries, and companies down, which is hubris.
- ▶ 1:15:47 Bill Gurley Satya, the, the, I would say the, um, kind of curious part of the Silicon Valley community, and even writ larger, I would say the entire business community is,
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:05 Brad Gerstner And I think there's a growing consensus in Silicon Valley that the whole model layer is commoditizing.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 45:56 Brad Gerstner I think the big structural change that this data leads me to conclude is that because of the regulatory burdens of going public, because of the change in Silicon Valley around sentiment,
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:07 Brad Gerstner A huge portion of the incremental bid for power is coming out of Silicon Valley.
- ▶ 53:06 Brad Gerstner The question I have, Bill, is should we be looking to build more of the Gen-III fission reactors, or should we leapfrog and be, you know, there seems to be a lot of energy, at least in Silicon Valley,
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:33 Bill Gurley And I think a lot of the, the people in Silicon Valley didn't really feel that because they may still be anchoring on some of these multiples from, from two years ago.
- ▶ 1:20:10 Bill Gurley But here, I did talk to a few attorneys that have been around the valley for a long time, and I would state this. 2 times in the scene
- ▶ 1:23:55 Brad Gerstner Um, you know, I, I, I would say finally, um, Silicon Valley has been battling it out. 3 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:21 Brad Gerstner But, you know, we also look at kind of, ah, this debate going on about Silicon Valley. 4 times in the scene
- ▶ 4:50 Brad Gerstner No, I think, I, I think to be fair, they believe like both you and I believe, and I think most people in Silicon Valley believe that, in fact, they talk about this triangle, which is, um, technology 2 times in the scene
- ▶ 11:21 Brad Gerstner And I think the one thing that does pull people together in Silicon Valley is an attack or an assault on innovation or on technology or on entrepreneurship. 5 times in the scene
- ▶ 20:02 Brad Gerstner It also means, I think, that engagement by Silicon Valley to fight back against the incumbents who are trying to do the capture, right? 3 times in the scene
- ▶ 25:54 Brad Gerstner Um, we, you know, you have this libertarian streak in Silicon Valley, which I would agree is already slightly distrustful of government. 3 times in the scene
- ▶ 29:08 Bill Gurley Uh, 15 years where some of the smartest companies in Silicon Valley have developed a new strategic play where they use open source as a defensive weapon rather than as an offensive weapon.
- ▶ 59:55 Brad Gerstner Um, you know, we've been in this period in Silicon Valley for four years where, uh, companies just stopped, like, they may have sent their M&A teams to the beach for all I know. 3 times in the scene
- ▶ 1:09:03 Bill Gurley Uh, I'm gonna put one more podcast in the, in the, in the list that I was, that I found super interesting, which was, um, Misha Laskin, um, who is an entrepreneur, um, that runs an AI company here in Silicon Valley.
- ▶ 1:14:34 Brad Gerstner You know, the nature of the relationship between DC and Silicon Valley is changing, is forever changing, is also as simple as this. 3 times in the scene
- ▶ 1:15:34 Brad Gerstner Like I don't think anybody, any party can take Silicon Valley.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:15 Bill Gurley And at the time, um, it was really about bringing together entrepreneurs from Silicon Valley in the West with entrepreneurs from China.
- ▶ 2:36 Brad Gerstner And I think one of the things that's underappreciated outside of Silicon Valley is there's this view that, that, that this is all zero sum, right?
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:01 Brad Gerstner To be out here in Silicon Valley doing what we do.
- ▶ 49:17 Brad Gerstner So I think just the stickiness of enterprise relationships outside of Silicon Valley, it's deep
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 42:31 Bill Gurley That is something I think everyone in Silicon Valley has been rooting for. 2 times in the scene
- ▶ 49:24 Brad Gerstner Uh, what scares me is that seems to have supporters not only on the Democratic side of the aisle, but it seems to have a bunch of supporters on the Republican side of the aisle, including, uh, you know, President Trump and including a lot…
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 32:59 Sundeep Madra Um, you know, we get spoiled in Silicon Valley cause we can get the best engineers to build like the most difficult things.
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:46 Brad Gerstner It, it's interesting to me, because I think there is, in the boardroom in Silicon Valley today, among founders,
- ▶ 20:19 Bill Gurley We, we often talk in, in Silicon Valley about the Googles and the Facebooks of the world, but most people don't make it there, and so it's a hard, steep climb, and you need to have realism about what's available to you. 2 times in the scene
- ▶ 36:53 Bill Gurley Ironically, not in Silicon Valley, because I think this, the, these memes and rules and this kind of negativity about how big you have to be, I think those things echo much louder in Silicon Valley than they do externally. 2 times in the scene
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 49:21 Brad Gerstner You know, you gave this talk that one of America's greatest strengths was, uh, you know, the fact that Silicon Valley is 3000 miles away from Washington, DC, right? 2 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 2:06 Brad Gerstner And it's so important to Silicon Valley because it's all about incentives and alignment.
- ▶ 3:51 Bill Gurley Yeah, and, and I think everyone in Silicon Valley knows that equity participation is part of the model. 2 times in the scene
- ▶ 23:33 Brad Gerstner As incentive and alignment for all the value creation that's occurred in Silicon Valley over the course of the last 20 years. 2 times in the scene
- ▶ 47:57 Brad Gerstner So, Bill, on this, the thing I wanted to ask you is, you know, what has been the rule of thumb in Silicon Valley? 6 times in the scene
- ▶ 1:13:23 Bill Gurley LLM companies in Silicon Valley that have raised over a billion dollars, although some of that was with credits, but there were three, Anthropic, OpenAI, and this one. 2 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 13:07 Bill Gurley Silicon Valley startup thing where you need all the pieces to line up.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 12:48 Brad Gerstner Oftentimes, because we have a lot of high growth stocks in Silicon Valley, and so they get assigned big multiples.
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 1:04 Bill Gurley Um, so I'm not calling you old, but I do think people look up to you, respect you, think of you as a mentor in the Valley.
- ▶ 1:44 Brad Gerstner Um, you're, you're one of the thought leaders in the space, and certainly we know you well, and most people in Silicon Valley know you well.
- ▶ 4:13 Bill Gurley You know, I've always said that Silicon Valley has the crudest kind of least intelligent view of valuation. 2 times in the scene
- ▶ 8:59 Brad Gerstner It sounds like you just kind of, you know, ignored Zerp a bit, didn't get caught up in this, but when you looked around, right, Frank Slootman said to me, probably in 20, 21, most software companies in Silicon Valley are walking dead and…
- ▶ 13:31 Bill Gurley Obviously, there are a lot of software companies in the Valley.
- ▶ 15:49 Bill Gurley I I've just found very few companies in the Valley pay attention to this. 3 times in the scene
- ▶ 27:40 Aaron Levie And I think that, you know, I think it'd be great if, if the Valley also got
- ▶ 28:56 Bill Gurley Own 2023, and everybody's talking about cost reduction in the valley is something you're very familiar with from, from your back and forth with Meta.
- ▶ 1:20:11 Aaron Levie Well, the only thing like, like there, you know, there's also, you know, the argument of, okay, well, this is just a Silicon Valley thing. 2 times in the scene
- ▶ 1:24:35 Brad Gerstner The big thinkers in Silicon Valley, you know, kicking around, uh, with them on occasion.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 3:16 Brad Gerstner We may as well start with the hardest topic of the day in Silicon Valley, which is AI. 2 times in the scene
- ▶ 32:08 Brad Gerstner Is all this just a bunch of crazy people in Silicon Valley that are running up prices and multiples, or is there a reason that tech is, is, has grown faster?
- ▶ 39:12 Brad Gerstner I mean, it's not so quiet in Silicon Valley. 3 times in the scene
- ▶ 45:13 Brad Gerstner But how many people in Silicon Valley even build a model on the company?
- ▶ 1:02:24 Bill Gurley Let's say three or four years that by, um, stopping, you know, commerce, or at least restricting it a bit, and stopping trade has led to at least the shakiness within the Chinese economy, which may have led to what happened in, or I guess… 3 times in the scene