Warren Buffett, every mention
13 scenes · ← back to Warren Buffett
tap a year for its mentions
every year anyone Brad Gerstner 23Bill Gurley 5
Verbatim, from the transcripts: the passages where Warren Buffett comes up
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 1:17:23 Brad Gerstner And the fact of the matter is, Warren Buffett has said, Warren Buffett has said, the smartest thing he did was just bet on America. 3 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 58:35 Brad Gerstner Warren Buffett, you know, just put out his annual letter, is going to have his annual meeting coming up here, has a four hundred billion dollar cash stockpile, has been liquidating stocks, right?
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 33:40 Brad Gerstner Warren Buffett has told us the most important thing, Charlie Munger, the most important thing in investing is the price of entry. 2 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 30:40 Brad Gerstner So number four, here's my number four reason for giving thanks, and it's for Warren Buffett's letter updating his giving plans. 10 times in the scene
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 58:09 Brad Gerstner We're closer to trumpets in the air than blood in the streets, as Buffett would say, and he says, sell when there are trumpets in the air.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 2:20 Bill Gurley And then everyone's talking about Buffett jumping out of his Apple position.
- ▶ 48:29 Brad Gerstner So remember, just I think earlier this year, maybe it was late last year, Buffett borrowed two hundred billion dollars, uh, of, of, of yen-denominated, uh, currency.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 54:23 Brad Gerstner I will tell you, you know, like, in technology, you probably have better opportunities listening to the wise words of Warren Buffett, which is,
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 55:04 Brad Gerstner Because if people can earn, you know, just listen to the Berkshire Hathaway annual meeting, you know, Warren Buffett says, listen, I'm collecting my
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 2:11 Brad Gerstner Um, it's such a special part of what makes this place great, but it also has been, uh, a source of a lot of consternation from Warren Buffett down the line.
- ▶ 18:42 Brad Gerstner And then, because that was all now in the P&L, you had to expense that like cash, which Warren Buffett and many others had been pushing for since 97, 98.
- ▶ 41:21 Bill Gurley Warren Buffett said, I'd rather stick a Viper down my shirt than hire a comp consultant. 4 times in the scene
- ▶ 46:49 Brad Gerstner Now, I disagree with Buffett on the idea of whether or not we should use options.