The Minutes

On the record about

ai revenue

2 people · 7 quotes · 25 Jul 2024 to 11 Jul 2026

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

2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 25 Jul 2024 — 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

      “And and I playing around with credit card data, I think OpenAI is about 2,000,000,000, Anthropix about a 100,000,000, and Perplexity is at like 25,000,000. Yeah. Just I'm guessing”

      25 Jul 2024 · BG2 Pod · 41:23 · source · permalink
    1. Dylan Patel

      Patel predicts AI startup revenue will exceed $100 billion by end of year, calling it unbelievable to most.

      “by the end of the year do how many people even believe by the end of the year AI startup revenue is over a $100,000,000,000?”

      3 Feb 2026 · TBPN · 35:25 · source · permalink
    2. Dylan Patel

      Patel predicts AI startup revenue will exceed $100 billion by end of year, a claim few believe.

      “I think that's an insane statement for a lot of people, but that's what it's gonna be. Yeah. Right? And who believes that number? Right? It's like Yeah. Very few people.”

      3 Feb 2026 · TBPN · 35:31 · source · permalink
    3. Dylan Patel

      Patel predicts AI industry will hit $100 billion ARR by end of 2025, with China 10x lower.

      “And then what's the economic value of that $100,000,000,000? Now, how much of that is in China? Right? Like, China's number is probably 10 x lower.”

      5 Feb 2026 · The MAD Podcast with Matt Turck · 39:55 · source · permalink
    4. Dylan Patel

      Patel reports code agent revenue jumped from a couple billion to over $10 billion in a very short time.

      “code agent revenue has gone from a couple billion to north of 10,000,000,000 in like a very short amount of time.”

      7 Apr 2026 · Daytona · 7:11 · source · permalink
    5. Brad Gerstner

      Gerstner predicts AI companies ending the year over $100B could triple to quintuple revenue next year.

      “If these guys end the year over 100,000,000,000, I think that they're on a revenue trajectory that they could three to five x again next year.”

      11 Jul 2026 · All-In Podcast · 0:01 · source · permalink
    6. Brad Gerstner

      Gerstner says $200B of incremental revenue is incomprehensible in Silicon Valley history.

      “We're talking from 100,000,000,000 to 300,000,000,000. 200,000,000,000 of incremental revenue is incomprehensible in the history of Silicon Valley.”

      11 Jul 2026 · All-In Podcast · 0:24 · source · permalink

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