https://minutesof.com/brad-gerstner/on/competition/ Everything Brad Gerstner has said on competition: 6 verbatim quotes between April 2024 and August 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:50 +0000 https://minutesof.com/q/c8eac535-452a-4b6e-8c91-ceaf06696696/ https://minutesof.com/q/c8eac535-452a-4b6e-8c91-ceaf06696696/ “And you can see peak to trough is down 8% year over year. Peak to trough is, let's say, down 11. So clearly, page views are going down,” — BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 competition https://minutesof.com/q/a94d9ba3-2eb9-447f-8a3f-11ede0b973ed/ https://minutesof.com/q/a94d9ba3-2eb9-447f-8a3f-11ede0b973ed/ “They were dominant in 10 blue links. They are not dominant in this. There are a lot of other players in the age of” — CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 competition https://minutesof.com/q/95328126-a772-45b7-bfb4-88470ae2d513/ https://minutesof.com/q/95328126-a772-45b7-bfb4-88470ae2d513/ “I think there are four important ingredients to compete in this market. Number one, you have to have capital, and the leaders are spending $40,000,000,000 a year.” — BG2 Pod Mon, 29 Apr 2024 21:09:39 +0000 competition https://minutesof.com/q/d5c0f9f2-b446-446d-930c-8ba4108784f0/ https://minutesof.com/q/d5c0f9f2-b446-446d-930c-8ba4108784f0/ “the second thing people said was that the runtime models are just highly competitive and many people think that some of the models are already priced under cost, which goes back to the credit investment theme that you and I have talked about.” — BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 competition