big tech: everyone on the record — The Minutes https://minutesof.com/on/big-tech/ Everyone on the record about big tech: 6 verbatim quotes from 2 people, December 2012 to March 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:49 +0000 Bill Gurley: Gurley argues high margins at big tech companies may indicate market failure not success. https://minutesof.com/q/fefe2358-bd38-4d13-853f-87d306efe0ec/ https://minutesof.com/q/fefe2358-bd38-4d13-853f-87d306efe0ec/ “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.” — Bill Gurley, Prof G Markets Fri, 27 Mar 2026 11:00:44 +0000 big tech Brad Gerstner: Gerstner says the big five will spend $650-700 billion on AI and are still token constrained wi https://minutesof.com/q/237fdde5-1f55-4578-8cb5-642191f173bd/ https://minutesof.com/q/237fdde5-1f55-4578-8cb5-642191f173bd/ “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.” — Brad Gerstner, Altimeter Capital Tue, 10 Feb 2026 21:40:23 +0000 big tech Brad Gerstner: Gerstner says the major tech companies will spend over $500 billion on AI capex this year. https://minutesof.com/q/26edcdcf-0bbd-4dc4-97c7-cfa8795a5de4/ https://minutesof.com/q/26edcdcf-0bbd-4dc4-97c7-cfa8795a5de4/ “The spending, the CapEx from that group alone is gonna be over $500,000,000,000 this year.” — Brad Gerstner, Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 big tech Brad Gerstner: Gerstner says big four tech companies will spend $220 billion on capex this year. https://minutesof.com/q/aa553c92-c6b1-45b0-a73e-623c8d712a85/ https://minutesof.com/q/aa553c92-c6b1-45b0-a73e-623c8d712a85/ “if you look at the big four, they're gonna spend $220,000,000,000 this year on CapEx.” — Brad Gerstner, BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 big tech Brad Gerstner: Gerstner says MANG (Microsoft, Amazon, Nvidia, Google) went from near-zero VC investing to $25 https://minutesof.com/q/14def7f9-9646-4442-b698-113f8477048a/ https://minutesof.com/q/14def7f9-9646-4442-b698-113f8477048a/ “we have this explosion in venture capital investing coming out of four companies, right? He called them MANG. Microsoft, Amazon, know, Nvidia and Google.” — Brad Gerstner, BG2 Pod Thu, 25 Jan 2024 16:07:19 +0000 big tech Bill Gurley: Gurley identifies five to seven major tech companies today, unlike the aligned Wintel coalition o https://minutesof.com/q/6f68a77b-5988-4d2a-baba-a56d8b6821b8/ https://minutesof.com/q/6f68a77b-5988-4d2a-baba-a56d8b6821b8/ “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.” — Bill Gurley, GigaOm Tue, 11 Dec 2012 18:06:49 +0000 big tech