Who is on this subjectordered by the date of their first quote here
4 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Jun 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
11
6 Jun 2023 – 15 Oct 2025
-746 d
- David Sacks 1 thin 31 Jan 2025 – 31 Jan 2025 -141 d
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Bill Gurley
1
thin
21 Jun 2025 – 21 Jun 2025
+0 d
- Dylan Patel 2 thin 18 Aug 2025 – 31 Oct 2025 +58 d
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Howard Marks
1
thin
26 May 2026 – 26 May 2026
+339 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner reveals Altimeter held an investor day before ChatGPT's release focused on cloud data migration and AI applications.
“We hosted an investor day last year before chat GPT came out, and the the the thesis or the theme of the investor day was all the world's data moving to the cloud, augmented and intelligent applications being built on top of it.”
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Brad Gerstner
Gerstner notes stocks are up 60% in six quarters since Q1 2023 when ChatGPT launched.
“So that's just six quarters ago. Right after chat GPT hit the screens, you know, stocks are up 60%.”
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Brad Gerstner
Gerstner doubts ChatGPT and SearchGPT metrics will support reaching a billion users.
“I don't think we're seeing the metrics, you know, from ChatGPT and even SearchGPT that are going to lead to the breakout needed to get to that billion users.”
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Brad Gerstner
Gerstner says ChatGPT consumed much of his former search time, yet Google search revenues remain unaffected.
“ChatGPT has consumed an extraordinary percentage of the time and energy that I used to spend in search.”
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David Sacks
Sacks says DeepSeek v3 self-identified as ChatGPT-4 five out of eight times when asked.
“When you would ask it, who are you? Like what model are you? Five out of eight times, v three would tell you that it was ChatGPT four.”
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Brad Gerstner
Gerstner says ChatGPT reached a billion searches daily eight years faster than Google did.
“ChatGPT got to a billion searches a day. Eight years faster than Google did. Is not internet time. Is AI hyper speed. It is way faster.”
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Brad Gerstner
Gerstner's data shows Google page views grow 4% annually for users without ChatGPT subscriptions, contrasting with ChatGPT subscribers.
“absent ChatGDP, ChatGPT, maybe Google page views for a particular user are growing 4% per year. So we are consuming more Google.”
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Brad Gerstner
Gerstner's analysis shows Google page views decline 8-11% year-over-year for users who subscribe to ChatGPT.
“And you can see peak to trough is down 8% year over year. Peak to trough is, let's say, down 11. So clearly, page views are going down,”
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Bill Gurley
Gurley explains ChatGPT usage expands as people discover it can replace multi-step workflows like search-extract-calculate sequences.
“one of the reasons I think it expands is people come to understand all the things it can do and all the kinds of prompts, you know, another one is like, like I used to do a Google search, go to a webpage, find a number, and then put that into a formula and multiply it on a calculator.”
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Brad Gerstner
Gerstner notes the world changed dramatically in 24 months, switching from Google to ChatGPT.
“Sam's like the world has already changed dramatically over the course of last twenty four months, but people aren't, you know, it's not changed that much about our daily lives.”
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Dylan Patel
Patel reports 10% of Etsy traffic comes from ChatGPT but OpenAI currently makes nothing from it.
“Etsy. 10% of their traffic now comes from chat, and OpenAI makes nothing off of that. But they very they really, really will soon. Right?”
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Brad Gerstner
Gerstner argues AI is scaling faster than the Internet did, citing his investments in Google and Meta.
“ChatGPT became the verb and I would argue, maybe just So, you know, if we go to this slide right here, You know, AI is scaling way faster than the Internet did.”
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Brad Gerstner
Gerstner reports from Middle East that ChatGPT is the only consumer AI interface being used globally.
“It's ChatGPT. It is the verb. It is the thing that Google had in 2003.”
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Brad Gerstner
Gerstner says ChatGPT has over 1.5 billion monthly users and 800 million weekly users with rising engagement.
“I think chat GPT at one you know, well over a billion and a half monthly users, over 800,000,000 weekly users, and what most people don't talk about is the engagement. Engagement is going up.”
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Dylan Patel
Patel released a post on GPT-3 training costs the same day ChatGPT launched, calling it coincidental timing.
“I was lucky enough that the day Chad GPT released, I released a post called that was about the training cost of GPT-three. It was just like a coincidence.”
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Howard Marks
Marks notes ChatGPT's new model helped design itself, which he finds unprecedented.
“And in the write up for the for the model, they said, basically, in English, AI, the model helped us design the model.”
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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together