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, 22 Feb 2024 — a date, and nothing else. It is not a claim about who reached a view first.
-
Bill Gurley
3
thin
22 Feb 2024 – 22 Feb 2024
+0 d
-
Brad Gerstner
3
thin
5 Jun 2025 – 5 Jun 2025
+469 d
The chronologysourced and dated, oldest first
-
-
Bill Gurley
Gurley calls the Altman-Masa plan to compete with Nvidia radical given AMD and others have decades head start.
“There are already people competing with Nvidia. AMD's competing with Like, there are other people that have somewhat of a head start. Like decades.”
-
Bill Gurley
Gurley cites Morris Chang arguing Taiwan's chip competitiveness stems from labor model incompatible with US norms.
“Morris makes the point that the reason Taiwan is competitive has to do with the labor model that exists there and the type of work people are willing to do and your ability to retain them. And he walks through his history of hiring in Texas and other parts of”
-
Bill Gurley
Gurley says Morris Chang identifies Vietnam or India as likely disruptors, not advanced economies like the US.
“And his says the country must more likely to disrupt Taiwan would be Vietnam or India, Not an advanced culture.”
-
-
-
Brad Gerstner
Gerstner proposes trading AI chip access to China for rare earth materials access.
“On point three, it gets us right? If we do this trade, and I don't know that China would do this trade, but if we did this trade, then it would get us access to those rare earths right now, which is absolutely critical, and it buys us time to stand up our own rare earth supply.”
-
Brad Gerstner
Gerstner warns chip ban increases risk China moves on Taiwan given AGI timeline claims.
“I think it dramatically increases the chances that China is forced to move on Taiwan. Right? We're out there telling everybody in the world that AI is totally existential.”
-
Brad Gerstner
Gerstner says US will go from 0% to 15-20% leading edge chip capacity by 2030.
“Today, have about 0% of leading edge chips fabbed outside of Taiwan. Right? Almost nothing in The United States.”
-
Where they overlapsame programme, same subject
- BG2 Pod also carries Bill Gurley and Brad Gerstner on this subject, at different times.