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, 11 Dec 2012 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
2
thin
11 Dec 2012 – 27 Mar 2026
+0 d
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Brad Gerstner
4
thin
25 Jan 2024 – 10 Feb 2026
+4062 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley identifies five to seven major tech companies today, unlike the aligned Wintel coalition of the past.
“And interestingly, they're not, you know, least with Wintel, you had Microsoft, Intel and Dell and Compaq all fairly aligned to the same initiative.”
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Brad Gerstner
Gerstner says MANG (Microsoft, Amazon, Nvidia, Google) went from near-zero VC investing to $25 billion last year.
“we have this explosion in venture capital investing coming out of four companies, right? He called them MANG. Microsoft, Amazon, know, Nvidia and Google.”
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Brad Gerstner
Gerstner says big four tech companies will spend $220 billion on capex this year.
“if you look at the big four, they're gonna spend $220,000,000,000 this year on CapEx.”
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Brad Gerstner
Gerstner says the major tech companies will spend over $500 billion on AI capex this year.
“The spending, the CapEx from that group alone is gonna be over $500,000,000,000 this year.”
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Brad Gerstner
Gerstner says the big five will spend $650-700 billion on AI and are still token constrained with unfulfilled demand.
“650,000,000,000 to 700,000,000,000 of spend out of the big five companies in The US, and they say they're still token constrained.”
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Bill Gurley
Gurley argues high margins at big tech companies may indicate market failure not success.
“I would argue that this, I don't think you're going to get a lot of other people in Silicon Valley that would be willing to say this, but it might be indicative of market failure rather than market success.”
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