AI trade: everyone on the record — The Minutes https://minutesof.com/on/ai-trade/ Everyone on the record about AI trade: 3 verbatim quotes from 2 people, June 2023 to November 2025, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:47 +0000 Brad Gerstner: Gerstner warns that if AI revenues don't materialize, the public market AI trade will have a pr https://minutesof.com/q/fa69c424-22a0-479f-8a56-73a54a82c6fe/ https://minutesof.com/q/fa69c424-22a0-479f-8a56-73a54a82c6fe/ “The market the public market does not have a way to play pure AI outside of NVIDIA. It is going to be watching.” — Brad Gerstner, CNBC Television Fri, 07 Nov 2025 17:51:39 +0000 ai trade Stanley Druckenmiller: Druckenmiller says AI is making top coders seven to eight times more productive than fi https://minutesof.com/q/8b7ddc79-f8cd-4053-9a16-325f010bcfed/ https://minutesof.com/q/8b7ddc79-f8cd-4053-9a16-325f010bcfed/ “it's already making the top coders seven to eight times, seven to eight times more productive than they were five months ago.” — Stanley Druckenmiller, Bloomberg Live Wed, 07 Jun 2023 15:27:20 +0000 ai trade Stanley Druckenmiller: Druckenmiller argues AI secular moves last years not months, expecting NVIDIA ownership https://minutesof.com/q/b4a3a07d-8cab-4fce-bb33-632c5ea87fa8/ https://minutesof.com/q/b4a3a07d-8cab-4fce-bb33-632c5ea87fa8/ “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, Bloomberg Live Wed, 07 Jun 2023 15:27:20 +0000 ai trade