demand: everyone on the record — The Minutes https://minutesof.com/on/demand/ Everyone on the record about demand: 7 verbatim quotes from 3 people, November 2024 to August 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:55 +0000 Marc Rowan: Rowan completes list of demand sources including traditional asset managers and 401(k)s. https://minutesof.com/q/a3ad1070-6db5-4a0a-bdd3-d756338c13d0/ https://minutesof.com/q/a3ad1070-6db5-4a0a-bdd3-d756338c13d0/ “of our institutional clients, plus traditional asset managers and plus four zero one ks and DC.” — Marc Rowan, i101 Tue, 04 Aug 2026 22:00:07 +0000 demand Gavin Baker: Baker notes SpaceX added massive compute capacity instantly without any market price impact. https://minutesof.com/q/5a0b99f9-6108-445e-b01a-a58dfb695aae/ https://minutesof.com/q/5a0b99f9-6108-445e-b01a-a58dfb695aae/ “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.” — Gavin Baker, Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 demand Gavin Baker: Baker notes the startup is renting an identical B200 cluster seven months later at nearly double https://minutesof.com/q/73641bf3-de15-41da-9158-47174de4c752/ https://minutesof.com/q/73641bf3-de15-41da-9158-47174de4c752/ “They're renting the exact same cluster, exact same size cluster, essentially identical in every way, b two hundreds, no no differences.” — Gavin Baker, Invest Like The Best Tue, 04 Aug 2026 12:00:33 +0000 demand Brad Gerstner: Gerstner forecasts $20 to $30 billion in demand from index funds buying SpaceX in fifteen days. https://minutesof.com/q/3ac6196e-59b3-4262-a92b-937bc9268082/ https://minutesof.com/q/3ac6196e-59b3-4262-a92b-937bc9268082/ “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.” — Brad Gerstner, Altimeter Capital Mon, 15 Jun 2026 20:55:26 +0000 demand Brad Gerstner: They've announced a trillion dollars over the course of the next six to eight quarters of deman https://minutesof.com/q/c732ff6b-f197-43b8-8938-d34421a963c6/ https://minutesof.com/q/c732ff6b-f197-43b8-8938-d34421a963c6/ “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.” — Brad Gerstner, Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 demand Gavin Baker: Baker says he would take the over on every AI capex and demand number given by other speakers. https://minutesof.com/q/3de08092-6158-4e51-8455-aa99d5b8c989/ https://minutesof.com/q/3de08092-6158-4e51-8455-aa99d5b8c989/ “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.” — Gavin Baker, Sohn Conference Foundation Fri, 15 May 2026 18:17:41 +0000 demand Brad Gerstner: Gerstner notes NVIDIA's Hopper demand remains exceptional and will continue into next year, def https://minutesof.com/q/f47ba054-fac3-496b-92ea-adf63b767aa7/ https://minutesof.com/q/f47ba054-fac3-496b-92ea-adf63b767aa7/ “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.” — Brad Gerstner, BG2 Pod Thu, 21 Nov 2024 19:09:14 +0000 demand