Who is on this subjectordered by the date of their first quote here
4 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 9 Dec 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
3
thin
11 Jun 2024 – 10 Sep 2025
-546 d
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Bill Gurley
11
21 Jun 2025 – 13 Jul 2026
-171 d
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Gavin Baker
1
thin
9 Dec 2025 – 9 Dec 2025
+0 d
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Jensen Huang
1
thin
4 Feb 2026 – 4 Feb 2026
+57 d
- Dylan Patel 3 thin 5 Feb 2026 – 22 Jul 2026 +58 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner says only 5% of Apple users can access Apple Intelligence, requiring device upgrades.
“part of the reason, you know, that we like Apple is only 5% of Apple users today can access Apple intelligence. So they're going to have to upgrade these devices in order to play.”
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Bill Gurley
Gurley explains usage expands as people discover ChatGPT's capabilities like photographing appliances for instructions.
“So you, you, one of the reasons I think it expands is people come to understand all the things it can do and all the kinds of prompts,”
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Bill Gurley
Gurley explains ChatGPT usage expands as people discover it can replace multi-step workflows like search-extract-calculate sequences.
“one of the reasons I think it expands is people come to understand all the things it can do and all the kinds of prompts, you know, another one is like, like I used to do a Google search, go to a webpage, find a number, and then put that into a formula and multiply it on a calculator.”
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Brad Gerstner
Gerstner notes the world changed dramatically in 24 months, switching from Google to ChatGPT.
“Sam's like the world has already changed dramatically over the course of last twenty four months, but people aren't, you know, it's not changed that much about our daily lives.”
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Brad Gerstner
Gerstner argues AI is scaling faster than the Internet did, citing his investments in Google and Meta.
“ChatGPT became the verb and I would argue, maybe just So, you know, if we go to this slide right here, You know, AI is scaling way faster than the Internet did.”
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Gavin Baker
Baker argues SaaS companies are repeating brick-and-mortar retailers' mistake by rejecting AI due to lower margins.
“Well, I think that application SaaS companies are making the exact same mistake that brick and mortar retailers did with e commerce.”
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Jensen Huang
Huang warns that job displacement comes from competitors using AI, not from AI itself.
“You're not gonna lose your job to AI. You're gonna lose your job to someone who uses AI. So get to it. That's the most important thing.”
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Dylan Patel
Patel notes 2% of GitHub commits are AI-generated against $2 trillion in global software wages.
“You can disable that where it's not automatically committed. But 2% of GitHub commits today are Cloud Code. $2,000,000,000,000 of software wages paid in the world.”
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Dylan Patel
Patel reports Claude Code doubled to 4% of GitHub commits in January alone, with overall AI coding likely at 10%.
“Just in this month just in January, it went from 4% of or 2% of commits on GitHub to 4% of GitHub commits were done by Cloud Code.”
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Bill Gurley
Gurley uses Bjorn Borg as example of athlete who retired before equipment evolution changed the game.
“Bjorn Borg, the tennis player retired very early in his life. He'd like in his thirties. And for a variety of reasons, was burned out.”
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Bill Gurley
Gurley uses Bjorn Borg's failed comeback with outdated racket to illustrate importance of adopting new tools.
“And for a variety of reasons, was burned out. But he was one of the last generation of people to play with these small wooden rackets.”
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Bill Gurley
Gurley describes how Bjorn Borg retired playing wooden rackets while others switched to superior graphite technology.
“I don't know if you ever even know what those are. But while he was retired, everyone switched to these bigger graphite rackets with a much bigger sweet spot.”
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Bill Gurley
Gurley uses Bjorn Borg's failed comeback with wooden racket to illustrate humans must evolve with tools.
“He tried to make a comeback at like 38 and he brought that old wooden racket out there and he got smoked.”
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Bill Gurley
Gurley argues humans evolve with tools and modern tools create overwhelming competitive advantages.
“Like you're if you're a farmer with a tractor and a drone thing and all this stuff, you're going to run over a farmer with a hoe and a and a donkey.”
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Bill Gurley
Gurley says Bjorn Borg tried comeback with wooden racket after industry switched to graphite during his retirement.
“He retired real early in his from a age perspective. Like, I think he was around 30, and he tried to make a comeback when he was, like, 36 or something.”
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Bill Gurley
Gurley uses Bjorn Borg's failed comeback with outdated equipment to argue humans must evolve with their tools.
“He tried to make a comeback at like 38 and he brought that old wooden racket out there and he got smoked.”
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Bill Gurley
Gurley cites Neil Cotchill using AI throughout Supreme Court tariff case preparation, making top lawyer run faster.
“I was just at Ted and Neil Cotchill, who is one of the most famous lawyers in the world, he just argued the case where they beat the tariff in front of the Supreme Court.”
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Bill Gurley
Gurley cites Neil Cotchill using AI throughout Supreme Court tariff case preparation as example of top performers accelerating.
“Neil Cotchill, who is one of the most famous lawyers in the world, he just argued the case where they beat the tariff in front of the Supreme Court.”
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Dylan Patel
Patel argues companies cannot pause to measure ROI because experimentation is the only path to finding AI value.
“So how one say, oh, pause, let me measure value, when trying a bunch of stuff is the only way you can actually get to figuring out where the value is versus what doesn't work?”
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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together