ai investing: everyone on the record — The Minutes https://minutesof.com/on/ai-investing/ Everyone on the record about ai investing: 8 verbatim quotes from 3 people, June 2023 to February 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:32:46 +0000 Dylan Patel: Patel argues few hedge funds are in San Francisco to fully understand AI developments firsthand. https://minutesof.com/q/c28dbd0e-57ec-4817-9d02-1225c4eff373/ https://minutesof.com/q/c28dbd0e-57ec-4817-9d02-1225c4eff373/ “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.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 ai investing Bill Gurley: Gurley notes OpenAI is being funded at $300-500 billion pre-money valuation by proven multi-decad https://minutesof.com/q/7ce74cee-8cdd-4317-ba7e-906edb2dda5a/ https://minutesof.com/q/7ce74cee-8cdd-4317-ba7e-906edb2dda5a/ “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.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 ai investing Bill Gurley: Gurley warns that widespread dependence on one player creates correction risk if they default on https://minutesof.com/q/d6f3de2f-7d6c-4c30-a225-242b012b1403/ https://minutesof.com/q/d6f3de2f-7d6c-4c30-a225-242b012b1403/ “And that is another thing that could lead to a correction if they ever have to start defaulting on some of those commitments.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 ai investing Bill Gurley: Gurley says AI companies have bigger burn rates than Amazon or any company in venture capital his https://minutesof.com/q/a4dff475-403f-42f3-9d71-df6f1a93c46f/ https://minutesof.com/q/a4dff475-403f-42f3-9d71-df6f1a93c46f/ “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.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 ai investing Bill Gurley: Gurley cites AI company going from $100M seed to $300M Series A valuation, diluting investor owne https://minutesof.com/q/d4e0a964-c50f-4470-8402-64275db34ef0/ https://minutesof.com/q/d4e0a964-c50f-4470-8402-64275db34ef0/ “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.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 ai investing Bill Gurley: Gurley cites AI company jumping from $100K seed valuation to $300M Series A with $10M raised. https://minutesof.com/q/8ab051f4-61d1-4eb1-9a14-e54182681b79/ https://minutesof.com/q/8ab051f4-61d1-4eb1-9a14-e54182681b79/ “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.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 ai investing Brad Gerstner: Gerstner argues Google 2004 IPO investors captured 90 percent of internet search profits, illus https://minutesof.com/q/121159a8-aa5b-4cd8-a515-8e45f957fbf2/ https://minutesof.com/q/121159a8-aa5b-4cd8-a515-8e45f957fbf2/ “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.” — Brad Gerstner, Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 ai investing Brad Gerstner: Gerstner reveals Altimeter has said no to over 60 AI companies while competitors do many deals. https://minutesof.com/q/3963228e-b047-4325-9088-a1e686ebcb87/ https://minutesof.com/q/3963228e-b047-4325-9088-a1e686ebcb87/ “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.” — Brad Gerstner, All-In Podcast Fri, 16 Jun 2023 20:55:00 +0000 ai investing