Wall Street, every mention
21 scenes · ← back to Wall Street
tap a year for its mentions
every year anyone Bill Gurley 15Brad Gerstner 11Aaron Levie 3Satya Nadella 1Dylan Patel 1
Verbatim, from the transcripts: the passages where Wall Street comes up
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 8:55 Brad Gerstner 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. 2 times in the scene
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 54:09 Bill Gurley And some of Wall Street had come to believe that.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 47:48 Bill Gurley Whether we were walking away from the notion of comparative advantage and, and I think the markets got spooked and, you know, I think you turn around and look at where the markets are today and, and we've really gone through an evolution…
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 57:30 Brad Gerstner And I will say, you know, this slide that I showed you here, Bill, Wall Street consensus expectations are basically the Nvidia tops out at two hundred and fifty billion dollars of revenue.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:07 Brad Gerstner And that, this is the thing where I think that in these early parts of a phase shift, in the first three to four years of a phase shift, right, it's really hard for the traditional Wall Street analysts to, to, to model this. 2 times in the scene
- ▶ 1:13:55 Bill Gurley But I've never, I don't recall, you know, at least I think about the Wintel, you know, world, which I was, I was on Wall Street covering.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:37 Dylan Patel Yeah, so I think when you look at the streets estimates for capex, they're all far too low.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:10:08 Satya Nadella What we have told the street is that's why we are optimistic about sort of, ah, the first half of 25, which is the rest of our fiscal year.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:10 Bill Gurley There's a lot of that's already here that's unprecedented, but obviously Wall Street is fully aware of the unbelievable performance of this company.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 42:19 Bill Gurley When I entered the venture business, one of the things I thought was an advantage I had coming from wall street is I knew what wall street wanted. 4 times in the scene
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 48:09 Bill Gurley A standard topic of discussion in Wall Street.
- ▶ 53:59 Bill Gurley Like Wall Street investors think of them as these stable things you buy that don't, don't move around a lot.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:14 Bill Gurley And it's a meta, it's a measure of, of how, uh, durable the wall street as a whole believes your business model is.
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:44 Bill Gurley Their Wall Street businesses to cater to these larger companies,
- ▶ 51:21 Bill Gurley So there's, there's the Wall Street speculating that the IP has value.
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 51:25 Bill Gurley Like I didn't know it was an AI play, but, but, but, but once again, I'm happy that the nuclear, uh, thing has shifted, but certainly wall street is focused on this and this, this energy issue that you've brought up.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 49:58 Bill Gurley Like, I do think Wall Street figures it out.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 1:30 Brad Gerstner I mean, you and I both know every sell side model on wall street has linear deceleration and growth rates. 3 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 7:59 Brad Gerstner The thing I try to teach the students in that class is why did all the analysts on Wall Street miss Booking.com, right? 3 times in the scene
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- ▶ 11:48 Aaron Levie You know, sort of, I, I just would, you know, mostly blame Wall Street. 2 times in the scene
- ▶ 27:25 Aaron Levie And, and they don't have to deal with the, the sort of daily, you know, changes of Wall Street of, okay, we're valuing growth at this percent more or whatnot.