| 2M | “two million” | Gerstner: Deploying two million GPUs requires about 2.7 gigawatts of power | Brad Gerstner | Jan 23, 2025 | Supported |
| 100B | “a hundred billion” | Gerstner: Trump expanded Stargate project scale from $100B to $200B at Mar-a-Lago | Brad Gerstner | Jan 23, 2025 | — |
| 200B | “two hundred billion” | Gerstner: Trump expanded Stargate project scale from $100B to $200B at Mar-a-Lago | Brad Gerstner | Jan 23, 2025 | — |
| 500B | “five hundred billion” | Gerstner: Trump expanded Stargate project scale from $100B to $200B at Mar-a-Lago | Brad Gerstner | Jan 23, 2025 | — |
| $500B | “five hundred billion dollars” | Gerstner: No entity has $100B or $500B upfront for Stargate | Brad Gerstner | Jan 23, 2025 | — |
| $100B | “a hundred billion dollars” | Gerstner: No entity has $100B or $500B upfront for Stargate | Brad Gerstner | Jan 23, 2025 | — |
| 100% | “100%” | Gerstner: No entity has $100B or $500B upfront for Stargate | Brad Gerstner | Jan 23, 2025 | — |
| 1B | “a billion” | Gerstner: Anthropic has under $1B revenue and lacks rival traction | Brad Gerstner | Jan 23, 2025 | — |
| 1M | “a million” | Gerstner Forecasts 250k GPUs in 2025 and 1-2M in 2026 for Stargate | Brad Gerstner | Jan 23, 2025 | Didn’t hold up |
| 2M | “two million” | Gerstner Forecasts 250k GPUs in 2025 and 1-2M in 2026 for Stargate | Brad Gerstner | Jan 23, 2025 | Didn’t hold up |
| 0.5% | “half percent” | Gerstner: Altimeter will reduce exposure if interest rates reach 5% to 5.5% | Brad Gerstner | Jan 23, 2025 | — |
| 44% | “44%” | Gerstner: Big Five Grew 2024 Earnings by 44% vs 2% for S&P 495 | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 2% | “two percent” | Gerstner: Big Five Grew 2024 Earnings by 44% vs 2% for S&P 495 | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 15% | “15%” | Gerstner: 2025 Market Returns Depend on Non-Tech Earnings and Sub-5% Rates | Brad Gerstner | Jan 11, 2025 | — |
| 5% | “five percent” | Gerstner: 2025 Market Returns Depend on Non-Tech Earnings and Sub-5% Rates | Brad Gerstner | Jan 11, 2025 | — |
| 20B | “twenty billion” | Gerstner: Microsoft is on an $80 billion annual CapEx run rate | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 80B | “eighty billion” | Gerstner: Microsoft is on an $80 billion annual CapEx run rate | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 1B | “a billion” | Jensen Huang: AI inference demand will scale up by one billion times | Jensen Huang | Jan 11, 2025 | — |
| 10B | “ten billion” | Gerstner: Microsoft generates $10 billion in AI inference revenue | Brad Gerstner | Jan 11, 2025 | Supported |
| 80% | “80%” | Gerstner: 2023 Wall Street consensus forecast for Nvidia missed by 80% | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 50% | “50%” | Gerstner: Nvidia inference revenue is upwards of 50% of total revenue | Brad Gerstner | Jan 11, 2025 | Contradicted |
| 10% | “10%” | Gerstner: Newsom has not signed Diablo Canyon extension past 2029 | Brad Gerstner | Jan 11, 2025 | Partly supported |
| 5T | “five trillion” | Gerstner: FY2024 federal spending exceeded baseline 2.5% growth by $1.7T | Brad Gerstner | Jan 11, 2025 | Supported |
| 6.7T | “6.7 trillion” | Gerstner: FY2024 federal spending exceeded baseline 2.5% growth by $1.7T | Brad Gerstner | Jan 11, 2025 | Supported |
| 2.7T | “a 1.7 trillion” | Gerstner: FY2024 federal spending exceeded baseline 2.5% growth by $1.7T | Brad Gerstner | Jan 11, 2025 | Supported |
| 0.5% | “half percent” | Gerstner: FY2024 federal spending exceeded baseline 2.5% growth by $1.7T | Brad Gerstner | Jan 11, 2025 | Supported |
| $400B | “four hundred billion dollars” | Gerstner: Tax cuts and AI productivity will accelerate US growth | Brad Gerstner | Jan 11, 2025 | — |
| 99% | “99%” | Gerstner: Google faces the biggest innovator's dilemma in Silicon Valley history | Brad Gerstner | Jan 11, 2025 | — |
| 100% | “hundred percent” | Gerstner: xAI will serve as the hyperscaler powering Musk's companies | Brad Gerstner | Jan 11, 2025 | — |
| 98% | “98%” | Patel: NVIDIA holds 98% of AI workloads outside Google, 70% overall | Dylan Patel | Dec 23, 2024 | — |
| 15× | “15 times” | Patel: NVIDIA is cutting Blackwell margins to compete with custom ASICs | Dylan Patel | Dec 23, 2024 | Partly supported |
| $1T | “a trillion dollars” | Gerstner: Jensen projected $1T in new AI and CPU replacement workloads | Brad Gerstner | Dec 23, 2024 | Supported |
| 70% | “70%” | Gerstner: NVIDIA trades around 30 P/E compared to Cisco's 2000 peak | Brad Gerstner | Dec 23, 2024 | Supported |
| 10× | “10 X” | Patel: Reasoning models like OpenAI o1 increase compute costs by 50x | Dylan Patel | Dec 23, 2024 | — |
| 5× | “five X” | Patel: Reasoning models like OpenAI o1 increase compute costs by 50x | Dylan Patel | Dec 23, 2024 | — |
| 50× | “50 X” | Patel: Reasoning models like OpenAI o1 increase compute costs by 50x | Dylan Patel | Dec 23, 2024 | — |
| 70% | “70%” | Patel: Microsoft earns 50% to 70% gross margins on OpenAI models | Dylan Patel | Dec 23, 2024 | — |
| 70% | “70%” | Patel: Anthropic showed ~70% gross margins in its most recent round | Dylan Patel | Dec 23, 2024 | — |
| 5% | “five percent” | Patel: Initial NVIDIA GPU cloud deployments suffer a 5% failure rate | Dylan Patel | Dec 23, 2024 | — |
| 70% | “70%” | Patel: Apple accounts for over 70% of Google's TPU rental revenue | Dylan Patel | Dec 23, 2024 | — |
| 60% | “60%” | Patel: Hyperscalers represent 50% to 60% of AI chip revenue | Dylan Patel | Dec 23, 2024 | — |
| 2× | “two X” | Patel: Nvidia Blackwell costs over twice as much to manufacture as Hopper | Dylan Patel | Dec 23, 2024 | Supported |
| 30% | “30%” | Gerstner: AI infrastructure capex growth requires matching 30% inference revenue growth | Brad Gerstner | Dec 23, 2024 | — |
| $4B | “four billion dollars” | Nadella: Microsoft spends ~$4B on customer support across Xbox and Azure | Satya Nadella | Dec 12, 2024 | — |
| 35% | “35%” | Gurley: 35% of Chinese university grads study STEM versus under 10% in US | Bill Gurley | Nov 27, 2024 | Partly supported |
| 5.8% | “5.8%” | Gerstner: US federal revenues grew at 5.8% CAGR since 2017 tax cuts | Brad Gerstner | Nov 27, 2024 | Supported |
| 0.5% | “half percent” | Gerstner: 3% annual spending cuts would balance US budget by 2029 | Brad Gerstner | Nov 27, 2024 | — |
| 3% | “three percent” | Gerstner: 3% annual spending cuts would balance US budget by 2029 | Brad Gerstner | Nov 27, 2024 | — |
| 60% | “60%” | Gurley: Argentina ETF ARGT is up 60% to 65% year-to-date | Bill Gurley | Nov 27, 2024 | Supported |
| 43% | “43%” | Gurley: Brazil's PIX Reached 43% of All Payments Since Mid-2020 Launch | Bill Gurley | Nov 27, 2024 | Supported |
| 60% | “60%” | Gurley: Visa and Mastercard Have the Highest Operating Margins in North America | Bill Gurley | Nov 27, 2024 | Partly supported |
| $10B | “ten billion dollars” | Gerstner: Microsoft said almost all $10B AI revenue is inference | Brad Gerstner | Nov 21, 2024 | Supported |
| 100× | “hundred X” | Gerstner: Tesla FSD 12.5 delivered 100x improvement in MPCI | Brad Gerstner | Nov 21, 2024 | Contradicted |
| 10× | “10 X” | Gerstner: Tesla FSD 13 will deliver another 10x MPCI improvement | Brad Gerstner | Nov 21, 2024 | Didn’t hold up |
| 25% | “25%” | Gerstner: Broad indices will not see a 25% gain in 2025 | Brad Gerstner | Nov 21, 2024 | Held up |
| 2% | “two percent” | Ball: Mega-funds incentivize VCs to prioritize deploying capital over founder success | Jamin Ball | Oct 31, 2024 | — |
| 20% | “20%” | Ball: Mega-funds incentivize VCs to prioritize deploying capital over founder success | Jamin Ball | Oct 31, 2024 | — |
| $100M | “a hundred million dollars” | Ball: Raising $100M too early eliminates moderate exit outcomes for founders | Jamin Ball | Oct 31, 2024 | — |
| 1K | “a thousand” | Gurley: Over 1,000 private tech unicorns cannot currently raise up-rounds | Bill Gurley | Oct 31, 2024 | — |
| 8B | “eight billion” | Gerstner: General Catalyst and Lightspeed raised roughly $13B each in ~2.5 years | Brad Gerstner | Oct 31, 2024 | Partly supported |
| 1.5B | “a half billion” | Gerstner: General Catalyst and Lightspeed raised roughly $13B each in ~2.5 years | Brad Gerstner | Oct 31, 2024 | Partly supported |
| 7B | “seven billion” | Gerstner: General Catalyst and Lightspeed raised roughly $13B each in ~2.5 years | Brad Gerstner | Oct 31, 2024 | Partly supported |
| 5% | “five percent” | Gerstner: Top 5% venture funds average ~4.5x cash-on-cash returns over 20 years | Brad Gerstner | Oct 31, 2024 | Supported |
| 40% | “40%” | Gerstner: Venture funding volume dropped 30% to 40% over two years | Brad Gerstner | Oct 31, 2024 | Supported |
| $1.5B | “a half billion dollars” | Gerstner: OpenAI Reached $4.5B in Revenue Much Faster Than Google and Meta | Brad Gerstner | Oct 31, 2024 | Partly supported |
| $10B | “ten billion dollars” | Gerstner: $5B–$10B Mega-Funds Cannot Generate 4x–5x Returns by Diversifying Across 100 Companies | Brad Gerstner | Oct 31, 2024 | — |
| 5× | “five X” | Gerstner: $5B–$10B Mega-Funds Cannot Generate 4x–5x Returns by Diversifying Across 100 Companies | Brad Gerstner | Oct 31, 2024 | — |
| 10× | “10 X” | Ball: Services markets are usually 10x larger than software markets | Jamin Ball | Oct 31, 2024 | — |
| 20% | “20%” | Gurley: TSMC is implementing an across-the-board 20% price increase | Bill Gurley | Oct 31, 2024 | Contradicted |
| 3% | “three percent” | Gerstner: AMD guidance implies 3% GPU data center share vs Nvidia's 90% | Brad Gerstner | Oct 31, 2024 | Supported |
| 90% | “90%” | Gerstner: AMD guidance implies 3% GPU data center share vs Nvidia's 90% | Brad Gerstner | Oct 31, 2024 | Supported |
| 100% | “hundred percent” | Gurley: Direct AI transaction completion will reduce revenue per visit | Bill Gurley | Oct 31, 2024 | — |
| 5% | “five percent” | Gurley: Direct AI transaction completion will reduce revenue per visit | Bill Gurley | Oct 31, 2024 | — |
| 5% | “five percent” | Gurley: AI automation will struggle in programming due to high error costs | Bill Gurley | Oct 31, 2024 | — |
| 10% | “10%” | Gurley: AI automation will struggle in programming due to high error costs | Bill Gurley | Oct 31, 2024 | — |
| 25% | “25%” | Gerstner: Huang believes NVIDIA can triple revenue with 25% headcount growth | Brad Gerstner | Oct 13, 2024 | — |
| 3× | “three X” | Gerstner: Huang believes NVIDIA can triple revenue with 25% headcount growth | Brad Gerstner | Oct 13, 2024 | — |
| 4.3T | “a 3.3 trillion” | Gurley: NVIDIA has 65% operating margins while growing over 100% | Bill Gurley | Oct 13, 2024 | Open |
| 100% | “hundred percent” | Gurley: NVIDIA has 65% operating margins while growing over 100% | Bill Gurley | Oct 13, 2024 | Open |
| 65% | “65%” | Gurley: NVIDIA has 65% operating margins while growing over 100% | Bill Gurley | Oct 13, 2024 | Open |
| 40% | “40%” | Gerstner: 40% of NVIDIA's revenue already comes from inference | Brad Gerstner | Oct 13, 2024 | Partly supported |
| 4B | “four billion” | Gerstner: OpenAI achieved escape velocity with $4B revenue and $10.5B capital | Brad Gerstner | Oct 13, 2024 | Supported |
| 10B | “ten billion” | Gerstner: OpenAI achieved escape velocity with $4B revenue and $10.5B capital | Brad Gerstner | Oct 13, 2024 | Supported |
| 1.5B | “a half billion” | Gerstner: OpenAI achieved escape velocity with $4B revenue and $10.5B capital | Brad Gerstner | Oct 13, 2024 | Supported |
| 5B | “a four billion” | Gerstner: OpenAI achieved escape velocity with $4B revenue and $10.5B capital | Brad Gerstner | Oct 13, 2024 | Supported |
| 20× | “20 x” | Gurley: OpenAI o1 model costs 20 to 30 times more per query | Bill Gurley | Oct 13, 2024 | — |
| 30× | “30 x” | Gurley: OpenAI o1 model costs 20 to 30 times more per query | Bill Gurley | Oct 13, 2024 | — |
| 90% | “90%” | Gerstner: AI inference costs dropped 90% over the past year | Brad Gerstner | Oct 13, 2024 | Supported |
| 1K | “a thousand” | Madra predicts multi-agent systems will enable transactional AI within one year | Sunny Madra | Oct 13, 2024 | Held up |
| 60% | “60%” | Gurley: AI productivity gains will be competed away across most industries | Bill Gurley | Oct 13, 2024 | — |
| 100% | “hundred percent” | Gurley: Hypergrowth delays microeconomics and temporarily masks margin durability | Bill Gurley | Oct 13, 2024 | — |
| 30% | “30%” | Madra: NVIDIA's internal AI productivity gains for chip design exceed 100% | Sunny Madra | Oct 13, 2024 | — |
| 100× | “hundred X” | Huang: Moore's Law Alone Would Have Delivered Only 100x Improvement | Jensen Huang | Oct 13, 2024 | — |
| 20% | “20%” | Huang: Parallel processing favors transistor volume over individual transistor speed | Jensen Huang | Oct 13, 2024 | — |
| 10× | “10 times” | Huang: Parallel processing favors transistor volume over individual transistor speed | Jensen Huang | Oct 13, 2024 | — |
| 4× | “four times” | Huang: Software updates make Hopper GPUs 2x to 4x better over time | Jensen Huang | Oct 13, 2024 | Supported |
| 3× | “three times” | Huang: NVIDIA delivers 2x-3x performance and cost improvements every single year | Jensen Huang | Oct 13, 2024 | — |
| $1T | “a trillion dollars” | Huang: $1T in legacy data center infrastructure must be modernized in 4-5 years | Jensen Huang | Oct 13, 2024 | Open |
| $1.5B | “a half billion dollars” | Gerstner: Altimeter and NVIDIA invested in OpenAI's $6.5B round | Brad Gerstner | Oct 13, 2024 | — |
| 50B | “fifty billion” | Gerstner: Altimeter and NVIDIA invested in OpenAI's $6.5B round | Brad Gerstner | Oct 13, 2024 | — |
| 50M | “fifty million” | Gerstner: OpenAI has 250M weekly users, double Google at IPO | Brad Gerstner | Oct 13, 2024 | Supported |
| 4× | “four X” | Huang: The AI industry will with certainty require millions of GPUs | Jensen Huang | Oct 13, 2024 | Held up |
| 1B | “a billion” | Huang: AI inference compute is about to increase by a billion times | Jensen Huang | Oct 13, 2024 | — |
| 4M | “four million” | Gerstner: NVIDIA generates roughly $4M revenue and $2M FCF per employee | Brad Gerstner | Oct 13, 2024 | Supported |
| 2M | “two million” | Gerstner: NVIDIA generates roughly $4M revenue and $2M FCF per employee | Brad Gerstner | Oct 13, 2024 | Supported |
| 100M | “a hundred million” | Huang: NVIDIA aims for 50,000 employees and 100M AI assistants | Jensen Huang | Oct 13, 2024 | — |
| 10× | “10 X” | Gurley: Hyperscaler buyers are 10x better for nuclear startups than utilities | Bill Gurley | Sep 25, 2024 | — |
| 90% | “90%” | Gerstner: AI inference costs have fallen over 90% in 18 months | Brad Gerstner | Sep 25, 2024 | Supported |
| 1K | “a thousand” | Gerstner: 80% of current unicorn startups will never regain peak valuations | Brad Gerstner | Sep 25, 2024 | — |
| 80% | “80%” | Gerstner: 80% of current unicorn startups will never regain peak valuations | Brad Gerstner | Sep 25, 2024 | — |
| 80% | “80%” | Gurley: Large endowments are holding zombiecorn startups at unrealistically high valuations | Bill Gurley | Sep 25, 2024 | — |
| 500M | “five hundred million” | Gerstner: Unnecessary $500M mega-rounds trigger secondary demands and erode employee retention | Brad Gerstner | Sep 25, 2024 | — |
| $20M | “twenty million dollars” | Gerstner: Unnecessary $500M mega-rounds trigger secondary demands and erode employee retention | Brad Gerstner | Sep 25, 2024 | — |
| 300M | “three hundred million” | Gurley: Requiring $500M revenue for IPOs will create excessive zombiecorns | Bill Gurley | Sep 25, 2024 | — |
| 500M | “five hundred million” | Gurley: Requiring $500M revenue for IPOs will create excessive zombiecorns | Bill Gurley | Sep 25, 2024 | — |
| 6M | “six million” | Gerstner: Nvidia's 2025 stock hinges on shipping 6M versus 4.5M GPUs | Brad Gerstner | Sep 25, 2024 | — |
| 1.5M | “a half million” | Gerstner: Nvidia's 2025 stock hinges on shipping 6M versus 4.5M GPUs | Brad Gerstner | Sep 25, 2024 | — |
| 9% | “nine percent” | Gerstner: Diablo Canyon produces ~9% of California's energy at 6¢/kWh | Brad Gerstner | Sep 9, 2024 | Partly supported |
| 20% | “20%” | Gerstner: Diablo Canyon produces ~9% of California's energy at 6¢/kWh | Brad Gerstner | Sep 9, 2024 | Partly supported |
| 90% | “90%” | Zawalick: Diablo Canyon Operates at a 90%+ Capacity Factor | Maureen Zawalnik | Sep 9, 2024 | Supported |
| 94% | “94%” | Zawalick: Diablo Canyon Operates at a 90%+ Capacity Factor | Maureen Zawalnik | Sep 9, 2024 | Supported |
| 90% | “90%” | Zawalick: Reprocessing spent fuel allows 80% to 90% to be reused | Maureen Zawalnik | Sep 9, 2024 | Supported |
| 31% | “31%” | Gerstner: US nuclear provides 31% of global output and 20% domestic power | Brad Gerstner | Sep 9, 2024 | Supported |
| 20% | “20%” | Gerstner: US nuclear provides 31% of global output and 20% domestic power | Brad Gerstner | Sep 9, 2024 | Supported |
| 50% | “50%” | Gerstner: US nuclear provides 31% of global output and 20% domestic power | Brad Gerstner | Sep 9, 2024 | Supported |
| 30B | “thirty billion” | Gurley: US Vogtle reactors cost $13B per gigawatt versus China's $2.5B | Bill Gurley | Sep 9, 2024 | Supported |
| 2.5B | “2.5 billion” | Gurley: US Vogtle reactors cost $13B per gigawatt versus China's $2.5B | Bill Gurley | Sep 9, 2024 | Supported |
| 70% | “70%” | Gerstner: Unlikely US nuclear build costs fall 70% to compete with gas | Brad Gerstner | Sep 9, 2024 | — |
| 60M | “sixty million” | Gurley: Nuclear startups pay $60M in NRC fees for first approval | Bill Gurley | Sep 9, 2024 | Supported |
| $50B | “fifty billion dollars” | Gerstner: Hyperscalers Spend $250B Annually on AI CapEx | Brad Gerstner | Sep 9, 2024 | Supported |
| 5.5B | “5.5 billion” | Gurley: Diablo Canyon's inflation-adjusted cost is half that of Plant Vogtle | Bill Gurley | Sep 9, 2024 | Partly supported |
| 6× | “six times” | Gurley: SaaS at 6x revenue is not automatically cheap as industries mature | Bill Gurley | Aug 9, 2024 | — |
| $50B | “fifty billion dollars” | Gerstner: Expiring individual tax cuts represent $150B annually, or 60 bps of US GDP | Brad Gerstner | Aug 9, 2024 | Contradicted |
| 80% | “80%” | Gerstner: Only 48% of S&P companies beat revenue, lowest since Q3 2019 | Brad Gerstner | Aug 9, 2024 | Supported |
| 48% | “48%” | Gerstner: Only 48% of S&P companies beat revenue, lowest since Q3 2019 | Brad Gerstner | Aug 9, 2024 | Supported |
| 20B | “twenty billion” | Gerstner: Big Four Tech to Spend $220B on CapEx in 2024 | Brad Gerstner | Aug 9, 2024 | Held up |
| 36B | “thirty six billion” | Gerstner: Nvidia Consensus Data Center Revenue Is $136B in 2024, $166B in 2025 | Brad Gerstner | Aug 9, 2024 | Partly supported |
| 66B | “sixty six billion” | Gerstner: Nvidia Consensus Data Center Revenue Is $136B in 2024, $166B in 2025 | Brad Gerstner | Aug 9, 2024 | Partly supported |
| $10B | “ten billion dollars” | Gurley: Big Tech Is Aggressively Undermining OpenAI and Anthropic Fundraising | Bill Gurley | Aug 9, 2024 | — |
| 20T | “20 trillion” | Gerstner: Half of $20T yen carry trade unwound in two days | Brad Gerstner | Aug 9, 2024 | Supported |
| 100% | “hundred percent” | Gerstner: Stock Market Is Not Justified Being 10-15% Above January 2024 Levels | Brad Gerstner | Aug 9, 2024 | — |
| 15% | “15%” | Gerstner: Stock Market Is Not Justified Being 10-15% Above January 2024 Levels | Brad Gerstner | Aug 9, 2024 | — |
| 100% | “hundred percent” | Gurley: 100% Bing Revenue Share Would Earn Apple Less Than Google Deal | Bill Gurley | Aug 9, 2024 | — |
| 90% | “90%” | Gurley: 80% to 90% of Users Will Pick Google on Choice Screens | Bill Gurley | Aug 9, 2024 | Open |
| 64% | “64%” | Gerstner: Generative AI apps show around 40% weekly engagement | Brad Gerstner | Aug 9, 2024 | Supported |
| 40% | “40%” | Gerstner: Generative AI apps show around 40% weekly engagement | Brad Gerstner | Aug 9, 2024 | Supported |
| 1B | “a billion” | Gerstner predicts SearchGPT will not reach one billion users | Brad Gerstner | Aug 9, 2024 | Held up |
| 95% | “95%” | Gurley: White House EV summit excluded Tesla despite 95% market share | Bill Gurley | Jul 25, 2024 | Partly supported |
| 1.8B | “1.8 billion” | Gerstner: ChatGPT Traffic Jumped to 2.6B Visits and 100M DAUs Post-GPT-4o | Brad Gerstner | Jul 25, 2024 | Partly supported |
| 2.6B | “2.6 billion” | Gerstner: ChatGPT Traffic Jumped to 2.6B Visits and 100M DAUs Post-GPT-4o | Brad Gerstner | Jul 25, 2024 | Partly supported |
| 60M | “sixty million” | Gerstner: ChatGPT Traffic Jumped to 2.6B Visits and 100M DAUs Post-GPT-4o | Brad Gerstner | Jul 25, 2024 | Partly supported |
| 100M | “a hundred million” | Gerstner: ChatGPT Traffic Jumped to 2.6B Visits and 100M DAUs Post-GPT-4o | Brad Gerstner | Jul 25, 2024 | Partly supported |
| 2B | “two billion” | Gurley: OpenAI Reaches ~$2B, Anthropic ~$100M, and Perplexity ~$25M from Subscriptions | Bill Gurley | Jul 25, 2024 | Supported |
| 100M | “a hundred million” | Gurley: OpenAI Reaches ~$2B, Anthropic ~$100M, and Perplexity ~$25M from Subscriptions | Bill Gurley | Jul 25, 2024 | Supported |
| 25M | “twenty-five million” | Gurley: OpenAI Reaches ~$2B, Anthropic ~$100M, and Perplexity ~$25M from Subscriptions | Bill Gurley | Jul 25, 2024 | Supported |
| 2B | “two billion” | Gurley: OpenAI's 12-Month Subscription Retention Rate Is Around 35% | Bill Gurley | Jul 25, 2024 | Contradicted |
| 35% | “35%” | Gurley: OpenAI's 12-Month Subscription Retention Rate Is Around 35% | Bill Gurley | Jul 25, 2024 | Contradicted |
| 23B | “twenty-three billion” | Gerstner: Wiz IPO would yield $14B valuation, defying Google's $23B offer | Brad Gerstner | Jul 25, 2024 | — |
| 14× | “14 times” | Gerstner: Wiz IPO would yield $14B valuation, defying Google's $23B offer | Brad Gerstner | Jul 25, 2024 | — |
| 100% | “hundred percent” | Gerstner: Tesla FSD 12.5 and 12.6 will be 100% hands-free | Brad Gerstner | Jul 25, 2024 | Partly held up |
| 30% | “30%” | Gerstner: 2017 Corporate Tax Cuts Drove 20% to 30% of Earnings Growth | Brad Gerstner | Jul 11, 2024 | Partly supported |
| 12% | “12%” | Gerstner: Active Managers Control Only 11% of Mega-Cap Tech Shares | Brad Gerstner | Jul 11, 2024 | Partly supported |
| 20% | “20%” | Gerstner: Active Managers Control Only 11% of Mega-Cap Tech Shares | Brad Gerstner | Jul 11, 2024 | Partly supported |
| 38% | “38%” | Gerstner: Big Tech Earnings Are Up 38% Over the Past 12 Months | Brad Gerstner | Jul 11, 2024 | Supported |
| 5% | “five percent” | Gerstner: Earnings for the 'S&P 495' Are Down 5% Over 12 Months | Brad Gerstner | Jul 11, 2024 | Partly supported |
| 10% | “10%” | Gerstner: Big Tech Stocks Are Not in a Valuation Bubble | Brad Gerstner | Jul 11, 2024 | — |
| 50% | “50%” | Gerstner: Big Tech Stocks Are Not in a Valuation Bubble | Brad Gerstner | Jul 11, 2024 | — |
| 70% | “70%” | Gerstner: Altimeter Cut Its Peak 70% Big Tech Allocation by Half | Brad Gerstner | Jul 11, 2024 | — |
| 30% | “30%” | Gerstner: Altimeter Cut Its Peak 70% Big Tech Allocation by Half | Brad Gerstner | Jul 11, 2024 | — |
| $400M | “four hundred million dollars” | Gurley: Flooding Sectors With Venture Capital Degrades Portfolio Returns | Bill Gurley | Jul 11, 2024 | — |
| $100B | “a hundred billion dollars” | Gerstner: Amazon Spent Over $100 Billion on AWS Before Turning Profitable | Brad Gerstner | Jul 11, 2024 | Contradicted |
| $3B | “three billion dollars” | Gerstner: OpenAI Has Generated $3 Billion in Real Customer Spend | Brad Gerstner | Jul 11, 2024 | Supported |
| 90% | “90%” | Gurley: Over 90% of NIH Grants Target Monetizable Products Over Prevention | Bill Gurley | Jul 11, 2024 | — |
| 5% | “five percent” | Gerstner: Technology Has Grown From 5% to 15% of Global GDP | Brad Gerstner | Jun 22, 2024 | Supported |
| 15% | “15%” | Gerstner: Technology Has Grown From 5% to 15% of Global GDP | Brad Gerstner | Jun 22, 2024 | Supported |
| 5% | “five percent” | Gerstner: Nvidia and Magnificent Six drove 10% of S&P's 14% return | Brad Gerstner | Jun 22, 2024 | Supported |
| 4% | “four percent” | Gerstner: Nvidia and Magnificent Six drove 10% of S&P's 14% return | Brad Gerstner | Jun 22, 2024 | Supported |
| 14% | “14%” | Gerstner: Nvidia and Magnificent Six drove 10% of S&P's 14% return | Brad Gerstner | Jun 22, 2024 | Supported |
| 10× | “10 X” | Gerstner: Nvidia's earnings multiple remained flat despite 10x stock surge | Brad Gerstner | Jun 22, 2024 | Supported |
| 75% | “75%” | Gerstner: Venture Secondary Market Sales Are Down 50% to 75% From Peak | Brad Gerstner | Jun 22, 2024 | Partly supported |
| 50M | “fifty million” | Gurley: Slow-Growth Private Companies Avoiding IPOs Are Acting Like Ostriches | Bill Gurley | Jun 22, 2024 | — |
| 10% | “10%” | Gurley: Slow-Growth Private Companies Avoiding IPOs Are Acting Like Ostriches | Bill Gurley | Jun 22, 2024 | — |
| 1B | “a billion” | Gerstner: Altimeter Recently Sold Tabular to Databricks for $1B to $2B | Brad Gerstner | Jun 22, 2024 | — |
| $2B | “two billion dollars” | Gerstner: Altimeter Recently Sold Tabular to Databricks for $1B to $2B | Brad Gerstner | Jun 22, 2024 | — |
| 70% | “70%” | Gerstner: 60% to 70% of Unicorns Will Never Go Public | Brad Gerstner | Jun 22, 2024 | — |
| 65% | “65%” | Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn | Bill Gurley | Jun 22, 2024 | — |
| 35% | “35%” | Gurley: OpenAI Consumer Subscription Cohorts Suffer ~65% Annual Churn | Bill Gurley | Jun 22, 2024 | — |
| 1B | “a billion” | Lafont: Large unicorn IPOs require $1B in revenue and breakeven path | Philippe Laffont | Jun 22, 2024 | — |
| 5× | “five X” | Gurley: AI venture investing is repeating the exact same overfunding mistakes as ZERP | Bill Gurley | Jun 22, 2024 | — |
| 6× | “six X” | Gurley: AI venture investing is repeating the exact same overfunding mistakes as ZERP | Bill Gurley | Jun 22, 2024 | — |
| $200M | “two hundred million dollars” | Gurley: Four AI coding co-pilot startups have raised over $200M each | Bill Gurley | Jun 10, 2024 | Contradicted |
| 295B | “two hundred ninety five billion” | Gerstner: 521 private funds raised $295B through Q2 2024 as fund counts dropped 45% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 45% | “45%” | Gerstner: 521 private funds raised $295B through Q2 2024 as fund counts dropped 45% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| $400M | “four hundred million dollars” | Gurley: Raising mega-rounds forces high burn and obscures true unit economics | Bill Gurley | Jun 10, 2024 | — |
| 28B | “twenty-eight billion” | Gerstner: 65% of 2023 AI Funding Went to Five or Six Companies | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 65% | “65%” | Gerstner: 65% of 2023 AI Funding Went to Five or Six Companies | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 6% | “six percent” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 7% | “seven percent” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 26% | “26%” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
| 50% | “50%” | Gerstner: UiPath growth slowed to 6% and Salesforce to 7% | Brad Gerstner | Jun 10, 2024 | Partly supported |
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