Washington

4 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Apr 4, 2024 by Brad Gerstner · across every show →

Everything said about Washington, oldest first

Apr 4, 2024

Insight

Gerstner: US Cannot Resolve AI Leadership Without Addressing Energy Needs

“And so, if Washington wants to get serious, it needs to be an integrated, right, national policy. You can't fix AI without also taking on our future energy needs.”

Brad Gerstner Apr 4, 2024 ▶ 50:11 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod

Apr 4, 2024 negative

Opinion

Gerstner: Cheap Calcium CT Scans Are Blocked by Washington Lobbying

“Calcium CT scans cost a hundred bucks and save lives can bend the healthcare curve around the three million sudden cardiac events we have on an annual basis in this country, but the reason it doesn't happen is they lost the lobbying game in Washington.”

Brad Gerstner Apr 4, 2024 ▶ 45:19 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod

Jan 23, 2025 neutral

Opinion

Gurley: DOGE achieving radical federal efficiency is high impact but low probability

“I put it at high, high impact, still low probability in my brain, just because it's such a bureaucratic place, Washington”

Bill Gurley Jan 23, 2025 ▶ 59:23 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Mar 2, 2025 bearish

Opinion

Gurley: Excessive Washington regulation is the number one risk for Nvidia

“And if I owned Nvidia, my number one concern. Would be excessive regulation coming out of Washington. My number one concern.”

Bill Gurley Mar 2, 2025 ▶ 37:40 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

Washington

Everything said about Washington, oldest first

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