Sundar Pichai, every mention

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every year anyone Brad Gerstner 8Jensen Huang 1Bill Gurley 1

Verbatim, from the transcripts: the passages where Sundar Pichai comes up

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The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod Jun 11, 2026 · 1 mention

NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 2 mentions

  • ▶ 8:18 Jensen Huang Um, our relationship with, uh, between us and Sundar and Google, direct.
  • ▶ 10:06 Brad Gerstner And what it shows me is still, even though we're two and a half years into the age of AI, a massive divergence of belief between what we hear Sam Altman saying, you saying, Sundar saying, Satya saying, and what Wall Street still believes.

Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 2 mentions

  • ▶ 18:54 Brad Gerstner Um, I will tell you though, I have a lot of respect for, for Elon, for Satya, for Sundar, for the people who are making these, you know, investment decisions, and the numbers are there.
  • ▶ 1:05:24 Brad Gerstner Goes to Sundar.

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 1 mention

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 12, 2024 · 1 mention

  • ▶ 1:23:59 Brad Gerstner I think both Bill and I get excited when we see the leadership, uh, you, Elon, Mark, Sundar, et cetera, you know, really forging ahead for Team America around AI.

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Aug 9, 2024 · 1 mention

  • ▶ 32:13 Brad Gerstner And if you look at their statements on these calls, right, Sundar said it's more dangerous to underspend than to overspend, right?

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod Mar 21, 2024 · 1 mention

  • ▶ 58:02 Bill Gurley Um, one of them that's kind of interesting, and I think, I think I saw a photo on the internet of, uh, Sundar and Tim Cook at a restaurant that may have kicked this off, but there's a rumor that Apple's talking to Google about leveraging…

Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod Mar 7, 2024 · 1 mention

  • ▶ 1:00:30 Brad Gerstner Well, and now you're, you're seeing the drum beats starting, you know, you and I are getting the text, the emails, the drum beats around whether Sundar is going to, you know, you know, make it past this moment in time.
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