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, 7 Jun 2023 — a date, and nothing else. It is not a claim about who reached a view first.
- Stanley Druckenmiller 2 thin 7 Jun 2023 – 7 Jun 2023 +0 d
-
Brad Gerstner
1
thin
7 Nov 2025 – 7 Nov 2025
+884 d
The chronologysourced and dated, oldest first
-
-
Stanley Druckenmiller
Druckenmiller argues AI secular moves last years not months, expecting NVIDIA ownership for two to three years minimum.
“If this is a secular move, if this thing is real, you just don't have ten month moves. That's not how it works. Even the .com bubble lasted two, two and a half years.”
-
Stanley Druckenmiller
Druckenmiller says AI is making top coders seven to eight times more productive than five months ago.
“it's already making the top coders seven to eight times, seven to eight times more productive than they were five months ago.”
-
-
-
Brad Gerstner
Gerstner warns that if AI revenues don't materialize, the public market AI trade will have a problem beyond NVIDIA.
“The market the public market does not have a way to play pure AI outside of NVIDIA. It is going to be watching.”
-