YouTube, every mention
20 scenes, the whole family · ← back to YouTube
tap a year for its mentions
every year anyone Bill Gurley 12Brad Gerstner 6Dylan Patel 3Sunny Madra 1Philippe Laffont 1Jensen Huang 1
Verbatim, from the transcripts: the passages where YouTube comes up
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 51:19 Bill Gurley They ended up putting that on YouTube, and many people have come to me and said that it's changed their lives, encouraged them to do different things.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 20:47 Jensen Huang You can't do YouTube short without AI.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 18:32 Bill Gurley It's on YouTube.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 42:10 Sunny Madra Like transcribing YouTube videos and, you know, all you can Google meet, you can turn it on and all those searches.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 17:52 Philippe Laffont Google could still be an amazing company by just saying, listen, maybe search is under threat, but YouTube is with all this new AI content going to explode and potentially threaten Netflix and maybe Waymo is going to also do incredibly…
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 27:45 Bill Gurley YouTube, uh, Android, uh, came through an acquisition. 2 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 13:40 Bill Gurley I mean, you got the YouTube data set and, and all the search queries over all the years, um, their understanding of, of structure, of structured data around a lot of the consumer verticals.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:25 Dylan Patel They buy some for, you know, some YouTube video related workloads, internal workload, right?
- ▶ 1:14:20 Dylan Patel So it's not that like, you know, you know, that you're not using every YouTube video you upload is going through a TPU, right? 2 times in the scene
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 1:28 Brad Gerstner Kick us your ideas, DM us, put them on YouTube.
- ▶ 4:42 Bill Gurley To stand up and there's videos all over YouTube.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 53:54 Bill Gurley and I'd watch it on YouTube just so you can see his facial expressions, although it's dubbed cause they, they actually did the interview in Spanish, but he's a very unique individual.
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 55:37 Brad Gerstner They grew YouTube revenues by 12%.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 20:45 Brad Gerstner Um, you know, and you could see this chart just, you know, it, it, it, it took ChatGPT a fraction of the time that it took, you know, YouTube or Instagram or Facebook to get to the same place.
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:58 Bill Gurley Go on, if you haven't, go on YouTube and look at China's new subway station.
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 49:58 Brad Gerstner But Bill, the piece, the thing I wanted to talk about, and I'll post this, there's a documentary on YouTube I would encourage people to watch called The Widowmaker.
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:59 Bill Gurley They had, you know, they were touching YouTube, they were touching Gmail, they were touching docs and sheets.
- ▶ 46:20 Bill Gurley And if any, you know, one thing I did when I saw this that I would encourage everyone who's interested in this topic to do, just go on YouTube and look at videos that were made at the recent China Auto Show.
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 20:55 Brad Gerstner So everybody, you know, has texted and emailed me, yeah, but they've got YouTube, and they've got Gmail, and they've got Gemini 1.5, and they've got all this stuff. 2 times in the scene
- ▶ 48:47 Bill Gurley Like, cause YouTube benefits from those same dynamics that you talked about. 2 times in the scene