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U.S.

3 statements across 3 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Apr 18, 2024 by Brad Gerstner · across every show →

Everything said about U.S., oldest first

Apr 18, 2024 bearish
Assertion Partly supported
Gerstner: US public company listings dropped from 6,500 to 4,000 over 20 years
“The number of public companies has gone in the U.S. Has gone from 6500 or so down to about 4000 over the last 20 years.”
Brad Gerstner Apr 18, 2024 ▶ 4:34 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 10, 2024 negative
Prediction Not checkable as stated
Gurley: Restricting skilled immigration will harm the US as tech enables remote talent
“And there will be ramifications because the technology allows those people to stay in other places if they so choose. So you got to make it easy for them.”
Bill Gurley Jun 10, 2024 ▶ 7:31 Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Jul 31, 2025 bearish
Opinion
Gerstner: U.S. AI and energy regulations handed momentum to China
“You know, it seems like excess regulation on everything from energy production to model development to semiconductor chip distribution. It's really been a bit of an unforced error by the U.S. Over the course of last 24 months and handed a lot of momentum to Ch…”
Brad Gerstner Jul 31, 2025 ▶ 3:56 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
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