The Minutes of Brad Gerstner on market distortion https://minutesof.com/brad-gerstner/on/market-distortion/ Everything Brad Gerstner has said on market distortion: 2 verbatim quotes from January 2024, each with a timestamp and a link to the recording it came… en Mon, 31 Aug 2026 13:09:07 +0000 Gerstner argues MANG participation is distorting market prices compared to arm's length transactions with fina https://minutesof.com/q/a99d2717-a496-436b-9205-164558f77226/ https://minutesof.com/q/a99d2717-a496-436b-9205-164558f77226/ “I do think that it is a really important thing that you'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't occur if it was all arm's length transaction with financial investors.” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 market distortion Gerstner argues MANG participation is distorting AI startup valuations beyond what arm's length financial inve https://minutesof.com/q/ff8837bc-e7ec-4b63-80da-0ef3075f14c5/ https://minutesof.com/q/ff8837bc-e7ec-4b63-80da-0ef3075f14c5/ “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't occur if it was all arm's length transaction with financial investors.” — BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 market distortion