ai revenue: everyone on the record — The Minutes https://minutesof.com/on/ai-revenue/ Everyone on the record about ai revenue: 7 verbatim quotes from 2 people, July 2024 to July 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:47 +0000 Brad Gerstner: Gerstner says $200B of incremental revenue is incomprehensible in Silicon Valley history. https://minutesof.com/q/d8aca40b-82c8-4ecb-a41d-faf992c93daf/ https://minutesof.com/q/d8aca40b-82c8-4ecb-a41d-faf992c93daf/ “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.” — Brad Gerstner, All-In Podcast Sat, 11 Jul 2026 16:00:19 +0000 ai revenue Brad Gerstner: Gerstner predicts AI companies ending the year over $100B could triple to quintuple revenue nex https://minutesof.com/q/5f3c7550-2121-4825-8582-416232c8b742/ https://minutesof.com/q/5f3c7550-2121-4825-8582-416232c8b742/ “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.” — Brad Gerstner, All-In Podcast Sat, 11 Jul 2026 16:00:19 +0000 ai revenue Dylan Patel: Patel reports code agent revenue jumped from a couple billion to over $10 billion in a very short https://minutesof.com/q/6cdbbe15-05da-4581-a25f-1d2dd85dd3fd/ https://minutesof.com/q/6cdbbe15-05da-4581-a25f-1d2dd85dd3fd/ “code agent revenue has gone from a couple billion to north of 10,000,000,000 in like a very short amount of time.” — Dylan Patel, Daytona Tue, 07 Apr 2026 17:12:37 +0000 ai revenue Dylan Patel: Patel predicts AI industry will hit $100 billion ARR by end of 2025, with China 10x lower. https://minutesof.com/q/41e9701e-8a42-42e6-aaa0-bec5f26660a4/ https://minutesof.com/q/41e9701e-8a42-42e6-aaa0-bec5f26660a4/ “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.” — Dylan Patel, The MAD Podcast with Matt Turck Thu, 05 Feb 2026 13:30:16 +0000 ai revenue Dylan Patel: Patel predicts AI startup revenue will exceed $100 billion by end of year, a claim few believe. https://minutesof.com/q/4adf2698-ffda-4eb7-ae43-2e46f83b43fd/ https://minutesof.com/q/4adf2698-ffda-4eb7-ae43-2e46f83b43fd/ “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.” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 ai revenue Dylan Patel: Patel predicts AI startup revenue will exceed $100 billion by end of year, calling it unbelievabl https://minutesof.com/q/e5e3d778-0070-4de8-8f94-4c29939e6d4c/ https://minutesof.com/q/e5e3d778-0070-4de8-8f94-4c29939e6d4c/ “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?” — Dylan Patel, TBPN Tue, 03 Feb 2026 23:08:03 +0000 ai revenue Brad Gerstner: And and I playing around with credit card data, I think OpenAI is about 2,000,000,000, Anthropi https://minutesof.com/q/95315ca6-40fe-46c4-a341-afb87b579103/ https://minutesof.com/q/95315ca6-40fe-46c4-a341-afb87b579103/ “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” — Brad Gerstner, BG2 Pod Thu, 25 Jul 2024 14:00:00 +0000 ai revenue