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    <title>The Minutes of Brad Gerstner on mang</title>
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    <description>Everything Brad Gerstner has said on mang: 2 verbatim quotes from January 2024, each with a timestamp and a link to the recording it came from.</description>
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      <title>Gerstner says MANG (Microsoft, Amazon, Nvidia, Google) went from near-zero VC investing to $25 billion last ye</title>
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      <description>“we have this explosion in venture capital investing coming out of four companies, right? He called them MANG. Microsoft, Amazon, know, Nvidia and Google.” — BG2 Pod</description>
      <pubDate>Thu, 25 Jan 2024 16:07:19 +0000</pubDate>
      <category>mang</category>
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      <title>Gerstner argues MANG participation is distorting market prices compared to arm&#x27;s length transactions with fina</title>
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      <description>“I do think that it is a really important thing that you&#x27;re pointing out, which is at a very minimum, I think we can say that the participation of MANG, Microsoft, Amazon, Nvidia, and Google, is distorting the price in the market in a way that wouldn&#x27;t occur if it was all arm&#x27;s length transaction with financial investors.” — BG2 Pod</description>
      <pubDate>Thu, 25 Jan 2024 16:07:19 +0000</pubDate>
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