Who is on this subjectordered by the date of their first quote here
3 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 15 May 2026 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
3
thin
21 Nov 2024 – 15 Jun 2026
-540 d
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Gavin Baker
3
thin
15 May 2026 – 4 Aug 2026
+0 d
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Marc Rowan
1
thin
4 Aug 2026 – 4 Aug 2026
+81 d
The chronologysourced and dated, oldest first
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Brad Gerstner
Gerstner notes NVIDIA's Hopper demand remains exceptional and will continue into next year, defying expectations it would end.
“We may have people thought hopper demand would be over by now, frankly, and he said it's going to continue well into next year.”
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Gavin Baker
Baker says he would take the over on every AI capex and demand number given by other speakers.
“And I would just say, I take the over on every number that they gave. Every single number. As what I think, you know, they're conservative guys.”
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“They've announced a trillion dollars over the course of the next six to eight quarters of demand on on, you know, Blackwell's and now Vera Rubins.”
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Brad Gerstner
Gerstner forecasts $20 to $30 billion in demand from index funds buying SpaceX in fifteen days.
“In fifteen days from now, you're gonna see twenty to thirty billion dollars of demand roll into the market as the index funds start buying the security.”
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Gavin Baker
Baker notes the startup is renting an identical B200 cluster seven months later at nearly double the price.
“They're renting the exact same cluster, exact same size cluster, essentially identical in every way, b two hundreds, no no differences.”
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Gavin Baker
Baker notes SpaceX added massive compute capacity instantly without any market price impact.
“they put a vast amount of compute into the market overnight, and it wasn't even really a blip. It was like the market just utterly absorbed it.”
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Marc Rowan
Rowan completes list of demand sources including traditional asset managers and 401(k)s.
“of our institutional clients, plus traditional asset managers and plus four zero one ks and DC.”
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