Who is on this subjectordered by the date of their first quote here
3 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Nov 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
1
thin
16 May 2024 – 16 May 2024
-189 d
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David Friedberg
1
thin
2 Jul 2024 – 2 Jul 2024
-142 d
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Brad Gerstner
4
thin
21 Nov 2024 – 5 Jun 2025
+0 d
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Howard Lutnick
6
12 Mar 2025 – 6 May 2026
+111 d
- Sir Richard Dearlove 5 22 Dec 2025 – 13 Mar 2026 +396 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley compares proposed $32B AI spending to NIH's $40B budget and NSF's $9B.
“The National Science Foundation is nine down from 10. So 49, you're going to start the AI foundation or federation or whatever it is, institute at 32,000,000,000 a year.”
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David Friedberg
Friedberg states the US has $33 trillion national debt and a proposed $7 trillion budget next year.
“We are proposing the federal administration is proposing a $7,000,000,000,000 budget next year. We have $33,000,000,000,000 of national debt.”
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Brad Gerstner
Gerstner argues federal budget can balance in four years with modest 5-5-2% spending cuts and 3-4% revenue growth.
“So all that does is get you back to trend line from 2019 As though we increased spending 3% a year from 2019, the budget balances.”
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Brad Gerstner
Gerstner argues balancing the budget by 2029 requires reducing government spending 3% annually from $7T to $6T.
“Now you get there by simply reducing the size of government by about 3% a year for the next four years. Again, just still going from 5,000,000,000,000 in 2019 to 6,000,000,000,000 in 2029.”
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Brad Gerstner
Gerstner calculates that 4.9% revenue growth would produce a $450B surplus by 2029.
“If we grew revenues at the same rate that we have for the last twenty years, right, starting next year, which is 4.9% per year CAGR for twenty years, we would end up with a $450,000,000,000 surplus in 2029.”
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Howard Lutnick
Lutnick predicts Trump will balance the budget and interest rates will drop 150 basis points during his term.
“Let Donald Trump is going to balance the budget of The United States Of America. Interest rates are gonna drop a 150 basis points during his term.”
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Howard Lutnick
Lutnick says Musk will cut $1 trillion in waste while administration earns $1 trillion revenue to balance budget.
“Elon Musk is gonna cut a trillion of waste, fraud, and abuse, and we are gonna earn a trillion dollars of revenue, and we are gonna balance the budget for Donald Trump.”
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Howard Lutnick
Lutnick proposes selling 400,000 green cards at $5 million each would generate $2 trillion and eliminate the deficit.
“Do realize if we sold those 400,000 a year for 5,000,000 each? You know, that's $2,000,000,000,000 every time. 2,000,000,000,000. We'd have no budget deficit. We could lower taxes on America.”
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Howard Lutnick
Lutnick claims the administration will cut a trillion in expenses and raise a trillion in new revenues.
“I think we're going cut a trillion dollars a year in expense, and then I think we can, through tariffs and other means, we're going to get revenues of a trillion dollars.”
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Brad Gerstner
Gerstner says Invest America costs $3.7 billion annually, equivalent to one Patriot missile battery.
“So the total cost of this, 3,700,000 kids born a year, a thousand bucks each kid, $3,700,000,000. Just to contextualize that, that's about the cost of a single Patriot missile battery.”
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Sir Richard Dearlove
Dearlove criticizes UK budget for failing to prioritize national security and defense spending first.
“how could you possibly have a budget statement in parliament in the current state that we're in where the chancellor of the exchequer doesn't refer to national security and defense?”
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Sir Richard Dearlove
Dearlove says UK must cut welfare spending to fund defense, requiring economic sacrifices.
“And the most important way in The UK to do this is to cut the welfare budget and to spend it on defense. And we have to make sacrifices.”
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Sir Richard Dearlove
Dearlove criticizes UK government for wrapping intelligence budget into defense budget to inflate spending figures.
“Actually, at the moment, and I'm pretty critical of this, the overall SIV has been wrapped up into the defense budget to make the defense budget look bigger, which is a bit of a cheat because the government are very keen to show that they're increasing defense spending.”
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Sir Richard Dearlove
Dearlove argues security is government's first responsibility and UK must cut welfare to reach 5% defense spending.
“That's too little, too late. They need to up to 5%, and all they have to do is to cut the welfare budget.”
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Sir Richard Dearlove
Dearlove says UK needs 5% GDP defense spending, government should cut welfare but won't due to left wing influence.
“They need to up to 5%, and all they have to do is to cut the welfare budget. But of course, this government is the prisoner of its left wing and they can't do that.”
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Howard Lutnick
Lutnick insists he is present to discuss the budget rather than other topics.
“But I am here today to testify about the budget, and I look forward to discussing the president's budget with you today.”
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Howard Lutnick
Lutnick redirects to budget testimony while reiterating his voluntary commitment to answer all questions within two weeks.
“But I am volunteering within two weeks to answer any and all questions on this topic.”
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Where they overlapsame programme, same subject
- BG2 Pod also carries Bill Gurley and Brad Gerstner on this subject, at different times.