U.S. Government

also referred to as: us government

4 statements across 4 episodes · 1 bullish · 3 bearish · 2 people on the record · first statement May 16, 2024 by Brad Gerstner · across every show →

Everything said about U.S. Government, oldest first

May 16, 2024 bearish

Prediction Not checkable as stated

Gerstner: US will not pass heavy AI regulation or major funding

“I don't think we're going to get a lot of regulation. I would be surprised if we see a lot of incremental dollars go into this.”

Brad Gerstner May 16, 2024 ▶ 43:33 Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

Feb 5, 2025 negative

Opinion

Gurley: A US sovereign wealth fund has a 99% chance of being raided

“It would be a 99% certainty that this asset would be raided. From transition to transition in the government.”

Bill Gurley Feb 5, 2025 ▶ 1:12:44 DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Mar 21, 2025 bearish

Opinion

Gurley: Government action from DC is the number one risk to Nvidia stock

“I think the number one risk on the stock is government action from DC.”

Bill Gurley Mar 21, 2025 ▶ 58:18 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod

Jul 10, 2025 positive

Prediction Open · timeframe Jul 2055

Gerstner: Invest America will generate net tax revenue in 20 to 30 years

“According to the studies that were done on this will actually be revenue contributing 20 to 30 years out because the taxes you have to pay when you exit the accounts on the capital gains will be more Than what the government is contributing on an annual basis …”

Brad Gerstner Jul 10, 2025 ▶ 26:43 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod

U.S. Government

Everything said about U.S. Government, oldest first

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