Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 26 Jan 2026 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
2
thin
16 Jun 2023 – 20 Nov 2023
-955 d
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Bill Gurley
5
26 Jan 2026 – 26 Jan 2026
+0 d
- Dylan Patel 1 thin 3 Feb 2026 – 3 Feb 2026 +8 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner reveals Altimeter has said no to over 60 AI companies while competitors do many deals.
“We've said no to over 60 companies. Right? We you know, but when we look around, I see a lot of our competitors doing a lot of these deals.”
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Brad Gerstner
Gerstner argues Google 2004 IPO investors captured 90 percent of internet search profits, illustrating patience in venture.
“You could have waited to invest in Google in 2004 and their IPO and you would have captured 90 plus percent of all the profits ever generated in internet search.”
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Bill Gurley
Gurley cites AI company jumping from $100K seed valuation to $300M Series A with $10M raised.
“I heard just this week about a company that did a seed at a 100 pre and is doing their a for 10,000,000 at 300 pre.”
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Bill Gurley
Gurley cites AI company going from $100M seed to $300M Series A valuation, diluting investor ownership.
“So that venture investor that's doing 10 at 300 pre is getting, you know, you know, a tiny percent of this company relative to what people used to get.”
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Bill Gurley
Gurley says AI companies have bigger burn rates than Amazon or any company in venture capital history.
“Oh, more than Amazon ever lost. And so the the burn rates are bigger than they've ever been in the history of venture capital. And eventually, they're gonna wanna bring those in.”
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Bill Gurley
Gurley warns that widespread dependence on one player creates correction risk if they default on commitments.
“And that is another thing that could lead to a correction if they ever have to start defaulting on some of those commitments.”
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Bill Gurley
Gurley notes OpenAI is being funded at $300-500 billion pre-money valuation by proven multi-decade investors.
“They clearly like, you're not funding something at 300,000,000,000 pre, 400, 500,000,000,000 pre if you don't already believe that.”
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Dylan Patel
Patel argues few hedge funds are in San Francisco to fully understand AI developments firsthand.
“And I think I think like if you think about how much do you believe in AI and what's your access to information of AI, you know, there's not many hedge funds who live in San Francisco and like fully breathe and live and understand it.”
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