https://minutesof.com/brad-gerstner/on/microsoft/ Everything Brad Gerstner has said on Microsoft: 13 verbatim quotes between March 2023 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:49 +0000 https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ “I haven't heard them break ground on any data center. I hear Microsoft building data centers, Oracle building data centers, CoreWeb building data centers, SoftBank building data centers.” — Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 microsoft https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ “Microsoft started investing in 2019, has invested in the ballpark of $1,314,000,000,000 dollars into OpenAI. And for that, you get 27% of the business ownership in the business on a fully diluted basis.” — BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 microsoft https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ https://minutesof.com/q/77311223-0022-4c88-b2ea-cbfb1b759659/ “the largest company, Microsoft, today is like 3 and onetwo trillion. Let's say that Microsoft, I don't know, doubles in ten years. It would only be growing at 7% per year.” — BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 microsoft https://minutesof.com/q/06542901-f0be-4283-b631-803ba71315e7/ https://minutesof.com/q/06542901-f0be-4283-b631-803ba71315e7/ “If the president signs this into law as part of reconciliation on July 4 of this year, that means on our two hundred and fiftieth anniversary, 07/04/2026, we can have 40,000,000 children, 40,000,000 families.” — CNBC Television Mon, 05 May 2025 18:29:26 +0000 microsoft https://minutesof.com/q/1f05e933-62cf-41bc-8ccd-b022653c4c8b/ https://minutesof.com/q/1f05e933-62cf-41bc-8ccd-b022653c4c8b/ “It all comes down ultimately to the revenues that are generated by the people who are making the purchases of the GPUs. Right?” — BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 microsoft https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ https://minutesof.com/q/ccd2dc2d-6afd-4b1d-bbe1-89a0c177ae35/ “I think there is a lot of worry about, you know, if Microsoft has access to OpenAI and Amazon doesn't, is that going to put them at a disadvantage if open AI is a runaway winner?” — CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 microsoft https://minutesof.com/q/c8f4b361-ea0f-4d50-9bd0-c71b55caed21/ https://minutesof.com/q/c8f4b361-ea0f-4d50-9bd0-c71b55caed21/ “I think that if you're an investor, owning some of the companies that you think you're really confident are going to continue to compound and benefit from AI, the Microsofts of the world, the Nvidias of the world, seems to me like a relatively safe place.” — BG2 Pod Thu, 16 May 2024 19:31:21 +0000 microsoft https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ https://minutesof.com/q/4c29463c-03e3-4be7-b7a7-2c8f22328c5c/ “A year ago, I was concerned and some others were whether or not Microsoft's early lead because of their partnership with OpenAI would cause a bunch of customers to leave Amazon and go to Azure in order to take advantage of the benefits of OpenAI.” — CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 microsoft https://minutesof.com/q/be3f41ef-475b-4d6a-936e-73cd87d6b72c/ https://minutesof.com/q/be3f41ef-475b-4d6a-936e-73cd87d6b72c/ “It's up because Susan Lee from Meta just told us yesterday that they're going to make huge future investments in infrastructure, read NVIDIA, in order to support all of these initiatives.” — CNBC Television Fri, 02 Feb 2024 18:54:25 +0000 microsoft https://minutesof.com/q/99bf97ec-7a4d-4ff6-99f4-58e910b6f28b/ https://minutesof.com/q/99bf97ec-7a4d-4ff6-99f4-58e910b6f28b/ “the best bets on AI over the course of the last eighteen months or two years, we were fortunate to be in, were NVIDIA and Microsoft, Snowflake.” — iConnections Wed, 31 Jan 2024 17:38:34 +0000 microsoft https://minutesof.com/q/fb04b8ea-38dc-4788-959b-7d2defbb2cf0/ https://minutesof.com/q/fb04b8ea-38dc-4788-959b-7d2defbb2cf0/ “The person who bought Ferricast in 2008 for Microsoft was Satya Nadella. Oh, He was running Bing at the time. Right.” — Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 microsoft https://minutesof.com/q/23028c1a-2fc9-45e8-b065-6411ce4a43ce/ https://minutesof.com/q/23028c1a-2fc9-45e8-b065-6411ce4a43ce/ “Fifteen years before ChatGPT started producing answers, Satya knew that that's where they had to get to if they were going to leapfrog Google.” — Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 microsoft https://minutesof.com/q/c6c852c0-882a-4483-a6da-1c564e61d18b/ https://minutesof.com/q/c6c852c0-882a-4483-a6da-1c564e61d18b/ “what was their motivation to take such a dilutive round, know, the 10,000,000,000 at what was the valuation at 30?” — All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 microsoft