Starlink, every mention
8 scenes · ← back to Starlink
tap a year for its mentions
every year anyone Brad Gerstner 14Bill Gurley 8Gavin Baker 1
Verbatim, from the transcripts: the passages where Starlink comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 6:25 Brad Gerstner We didn't talk about Starlink or communications.
- ▶ 6:50 Brad Gerstner We've got the, the, the communication Starlink launch business. 9 times in the scene
- ▶ 13:51 Brad Gerstner We, if you looked at the models as of a few months ago, it was connectivity, so Starlink, and then it was x.ai, the model.
- ▶ 22:48 Gavin Baker So I think if you think about that variable, if you think about Starlink Direct to Cell, enabled by Starlink VIII, and you think about how quickly they can or cannot bring on terrestrial compute, I don't think orbital compute is, is…
- ▶ 28:58 Brad Gerstner When you, when you look at this, ok, so we went through Starlink, and we said, ok, like, it just stands to reason we're gonna have direct to sell on Starlink, like the assumptions there are, you know, again, seem like you can get your head… 2 times in the scene
- ▶ 35:34 Brad Gerstner When you look at Starlink, it looks totally doable.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:38 Bill Gurley Starlink's insane.
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 22:16 Bill Gurley So anyway, they decided they were gonna spend forty two billion on rural broadband, and between 10 years ago and now, Starlink's been built, and there's just, I don't know a way, a better way to say this, but 7 times in the scene