WhatsApp, every mention

9 scenes · ← back to WhatsApp

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every year anyone Brad Gerstner 12Bill Gurley 5

Verbatim, from the transcripts: the passages where WhatsApp comes up

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AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Oct 14, 2025 · 1 mention

  • ▶ 39:35 Bill Gurley I'm just, I wonder what the team at Meta, like, they might just be kicking themselves, like, with all the money they spent on that coin, everything they wanted to do on WhatsApp, like, they should be running back at it.

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

  • ▶ 6:24 Brad Gerstner It's basically just a search box stuck at the top of Instagram or stuck in my WhatsApp thread.
  • ▶ 17:16 Brad Gerstner So, I mean, you know, again, Meta, if you, if you had to handicap the big guys, three billion users of their product, I think they have products that are tailor-made, um, for chat-oriented AI, whether it's Instagram and having shopping… 2 times in the scene

Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Aug 9, 2024 · 3 mentions

  • ▶ 1:07:32 Brad Gerstner So this first chart here is just weekly average users, monthly average users, and as you see, if you go to the far right on the chart, if you're like Spotify, Instagram, WhatsApp, you know, they have engagement metrics well over 80%. 3 times in the scene

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Apr 29, 2024 · 2 mentions

Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod Mar 21, 2024 · 1 mention

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod Feb 22, 2024 · 5 mentions

BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod Feb 8, 2024 · 2 mentions

  • ▶ 53:56 Bill Gurley That's like Instagram and WhatsApp, what he's saying and what meta did. 2 times in the scene
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