Wall Street
4 statements across 3 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Mar 7, 2024 by Brad Gerstner · said 31 times in 17 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (15), Brad Gerstner (11), Aaron Levie (3), Satya Nadella (1), Dylan Patel (1)
tap a year for its mentions
2025 8 mentions in 5 episodes 2 per episode
- Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 23 mentions in 12 episodes 2 per episode
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- 4 more episodes that year, every mention in 2024 →
Everything said about Wall Street, oldest first
Mar 7, 2024 bullish
Gerstner: Nvidia 2023 data center revenue beat initial consensus by over 4x
“At the start of last year, the consensus estimate of the smartest people covering Nvidia day to day was that the data center revenue was going to be twenty two billion for the year. Right. Guess what it ended up being? Ninety six billion.”
Jan 11, 2025 negative
Sep 26, 2025 bullish
Gerstner: Massive divergence remains between tech CEOs and Wall Street on AI
“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.”
Sep 26, 2025 bearish
Gerstner: Wall Street consensus projects NVIDIA growth dropping to 8% in 2027
“But of the 25 sell-side analysts on Wall Street who cover your stock, if I look at the consensus estimate, it basically has your growth flatlining starting in twenty-twenty-seven. Eight percent growth twenty-twenty-seven through twenty-thirty, ok?”