2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 8, 2024 by Brad Gerstner · said 17 times in 7 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (12), Bill Gurley (5)
tap a year for its mentions
2025 4 mentions in 2 episodes 2 per episode
2024 13 mentions in 5 episodes 3 per episode
- BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about WhatsApp, oldest first
Feb 8, 2024 neutral
Gerstner: Buying Perplexity Would Cannibalize Google Unlike Meta's M&A
“With Instagram and WhatsApp, it was not, they were not facing innovators dilemma. They, those deals did not cannibalize their core business in the way that perplexity would cannibalize, at least in part, the core business at Google.”
Mar 2, 2025 bearish
Gerstner: Meta AI productization is just an unimpressive search box
“As incredible as I think Zuckerberg and Meta are and the advancements they made, I have not particularly been impressed by the productization of Meta AI, right? It's basically just a search box stuck at the top of Instagram or stuck in my WhatsApp thread.”