ai investment: everyone on the record — The Minutes https://minutesof.com/on/ai-investment/ Everyone on the record about ai investment: 8 verbatim quotes from 3 people, March 2023 to February 2026, in one chronology, each with a timestamp and a… en Sun, 30 Aug 2026 22:32:46 +0000 John Williams: Williams sees sharp price increases in semiconductors and power transformers from AI demand out https://minutesof.com/q/9df06e8e-0a4a-4145-9485-d30234e25f7c/ https://minutesof.com/q/9df06e8e-0a4a-4145-9485-d30234e25f7c/ “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.” — John Williams, NY Fed speeches ai investment John Williams: Williams cites Middle East conflict and AI-related demand as second and third inflation drivers https://minutesof.com/q/081766ba-afc2-4394-90e3-8a6fe2a4d6e0/ https://minutesof.com/q/081766ba-afc2-4394-90e3-8a6fe2a4d6e0/ “The second is supply chain disruptions and higher energy and commodity prices owing to the conflict in the Middle East.” — John Williams, NY Fed speeches ai investment John Williams: Williams identifies tariffs, Middle East conflict, and AI-driven demand as the three drivers of https://minutesof.com/q/c98817e3-78e3-49f2-8160-1f63083b1cbe/ https://minutesof.com/q/c98817e3-78e3-49f2-8160-1f63083b1cbe/ “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.” — John Williams, NY Fed speeches ai investment Brad Gerstner: Gerstner says he wants his personal and fund net worth levered to AI, with NVIDIA as largest pu https://minutesof.com/q/f425219d-ac2c-48be-af41-e5b0df85e985/ https://minutesof.com/q/f425219d-ac2c-48be-af41-e5b0df85e985/ “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.” — Brad Gerstner, Altimeter Capital Tue, 10 Feb 2026 21:40:23 +0000 ai investment Brad Gerstner: Gerstner argues Amazon spent over $100 billion on AWS for eight years before profitability, par https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ https://minutesof.com/q/0818b7a9-f534-4cb5-9037-b7de373c9007/ “Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.” — Brad Gerstner, BG2 Pod Thu, 11 Jul 2024 20:24:05 +0000 ai investment Bill Gurley: Gurley notes four non-Microsoft coding copilot companies raised over $200M each despite being onl https://minutesof.com/q/f18ae4cd-864c-4bf0-b328-98090bea616e/ https://minutesof.com/q/f18ae4cd-864c-4bf0-b328-98090bea616e/ “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.” — Bill Gurley, BG2 Pod Mon, 10 Jun 2024 13:40:00 +0000 ai investment Brad Gerstner: Gerstner says he made his first AI investment in 2005, backing University of Washington AI head https://minutesof.com/q/c38abb91-76ba-49cd-9f5c-cc7558d599f1/ https://minutesof.com/q/c38abb91-76ba-49cd-9f5c-cc7558d599f1/ “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.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 19:10:17 +0000 ai investment Brad Gerstner: Gerstner contextualizes AI investment by noting Meta alone spends $20B yearly on AR/VR for comp https://minutesof.com/q/7beb65a5-87c3-4247-a1e9-beb03b4d9c02/ https://minutesof.com/q/7beb65a5-87c3-4247-a1e9-beb03b4d9c02/ “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.” — Brad Gerstner, All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 ai investment