StarZero All shows Try the podcast clipper →

technology

3 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jun 22, 2024 by Brad Gerstner · across every show →

Everything said about technology, oldest first

Jun 22, 2024 bullish
Assertion Supported
Gerstner: Technology Has Grown From 5% to 15% of Global GDP
“When you really telescope out over the last 20 years that you and I have been doing this, technology's gone from five percent to 15% of global GDP, right?”
Brad Gerstner Jun 22, 2024 ▶ 3:20 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Apr 24, 2025 negative
Insight
Gurley: Export bans incentivize foreign rivals to develop competing technology
“And so by denying your exports to a market, You increase the incentive they have to develop their own technology.”
Bill Gurley Apr 24, 2025 ▶ 28:02 Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
May 22, 2025 bullish
Prediction Not checkable as stated
Gerstner: Gulf sovereigns will out-invest all others in AI infrastructure
“All three of these countries are going to invest aggressively at a level that really no other sovereign on a global basis is investing at to ensure that this part of the world becomes a center for technology and AI.”
Brad Gerstner May 22, 2025 ▶ 10:55 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 40 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more