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Visa

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Oct 31, 2024 by Brad Gerstner · said 6 times in 1 episodes since 2025 · across every show →

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brought up most by Brad Gerstner (6)

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2025 6 mentions in 1 episode

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Everything said about Visa, oldest first

Oct 31, 2024 bearish
Prediction Not checkable as stated
Gerstner: AI-driven corporate headcount reductions will continue for a decade
“I just think this is the beginning of a drumbeat that we're going to hear for a decade.”
Brad Gerstner Oct 31, 2024 ▶ 5:53 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
Nov 27, 2024 negative
Assertion Partly supported
Gurley: Visa and Mastercard Have the Highest Operating Margins in North America
“There's another fact that you should know in North America, which is Visa and MasterCard have the two highest operating margin percentages in our markets total. Like they're over 60%.”
Bill Gurley Nov 27, 2024 ▶ 19:59 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
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