The Minutes

On the record about

ai investment

3 people · 8 quotes · 3 Mar 2023 to 10 Feb 2026

Who is on this subjectordered by the date of their first quote here

3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 3 Mar 2023 — a date, and nothing else. It is not a claim about who reached a view first.

The chronologysourced and dated, oldest first

    1. Brad Gerstner

      Gerstner contextualizes AI investment by noting Meta alone spends $20B yearly on AR/VR for comparison.

      “Meta's gonna spend 20,000,000,000 in one year alone on ARVR, and this is on an entire platform. So I I don't know.”

      3 Mar 2023 · All-In Podcast · 12:01 · source · permalink
    2. Brad Gerstner

      Gerstner says he made his first AI investment in 2005, backing University of Washington AI head.

      “My first AI investment was in 2005, backing the head of AI out of the University of Washington. So this has been going on for a long time.”

      28 Sep 2023 · CNBC Television · 1:38 · source · permalink
    1. Bill Gurley

      Gurley notes four non-Microsoft coding copilot companies raised over $200M each despite being only 18 months old.

      “There are four companies in the coding co pilot space that are not named Microsoft that have raised over $200,000,000 each. And we're just these companies are all of a year and a half old.”

      10 Jun 2024 · BG2 Pod · 10:04 · source · permalink
    2. Brad Gerstner

      Gerstner argues Amazon spent over $100 billion on AWS for eight years before profitability, paralleling AI investment.

      “Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.”

      11 Jul 2024 · BG2 Pod · 33:28 · source · permalink
    1. Brad Gerstner

      Gerstner says he wants his personal and fund net worth levered to AI, with NVIDIA as largest public position.

      “I want my personal net worth. I want my funds net worth levered against AI because all human progress is gonna be derived from machines helping humans think and augment human thinking.”

      10 Feb 2026 · Altimeter Capital · 12:00 · source · permalink
    1. John Williams

      Williams identifies tariffs, Middle East conflict, and AI-driven demand as the three drivers of elevated inflation.

      “The first is the effect of higher tariffs on imported goods. The second is supply chain disruptions and higher energy and commodity prices owing to the conflict in the Middle East.”

      · NY Fed speeches · 4:36 · source · permalink
    2. John Williams

      Williams cites Middle East conflict and AI-related demand as second and third inflation drivers.

      “The second is supply chain disruptions and higher energy and commodity prices owing to the conflict in the Middle East.”

      · NY Fed speeches · 4:42 · source · permalink
    3. John Williams

      Williams sees sharp price increases in semiconductors and power transformers from AI demand outpacing supply.

      “As a result, we are seeing sharp increases in the prices of semiconductors, power transformers, and other technology that is essential for the AI buildout.”

      · NY Fed speeches · 5:24 · source · permalink

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