Who is on this subjectordered by the date of their first quote here
5 of 6 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 27 Aug 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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David Friedberg
1
thin
9 Feb 2023 – 9 Feb 2023
-565 d
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Brad Gerstner
8
7 Mar 2024 – 6 Jul 2026
-173 d
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Gavin Baker
2
thin
27 Aug 2024 – 8 Jul 2026
+0 d
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Bill Gurley
4
thin
13 Oct 2024 – 25 Feb 2026
+47 d
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Howard Lutnick
2
thin
12 Mar 2025 – 20 Mar 2025
+197 d
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Chamath Palihapitiya
1
thin
14 Jul 2026 – 14 Jul 2026
+686 d
The chronologysourced and dated, oldest first
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David Friedberg
Friedberg uses Elon Musk as the absolute example of narrative ability in entrepreneurship.
“And the absolute on narrative is a guy like Elon Musk, who could show up, tell you he's gonna do something and then not do it Mhmm.”
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Brad Gerstner
Gerstner predicts significant corporate flight from Delaware if Elon pay package ruling is upheld on appeal.
“if it gets if it if it gets upheld, I expect you're gonna see significant flight from the state of Delaware by peep people reincorporating these other states that, you know, frankly, are pretty friendly as well.”
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Gavin Baker
Baker says xAI built a 100,000 GPU cluster using Elon's physical engineering approach from SpaceX and Tesla.
“x AI decided they were gonna build a 100,000 GPU cluster. And I would say with Elon's unique physical engineering mind, which we've seen play out at SpaceX and Tesla, and now at Neuralink, where he figured out how to miniaturize everything along with really capable teams.”
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Brad Gerstner
Gerstner reports Jensen said X.AI stood up data center infrastructure in nineteen days versus years for others.
“what would take somebody else years to get permitted, to get energized, to get liquid cooled, to get stood up that X dot ai did in nineteen days.”
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Bill Gurley
Gurley observes Elon Musk obtained roughly 10% of NVIDIA's quarterly availability for x.ai despite massive demand.
“And he walks in and takes what equate sounds looks like about 10% of the quarter's availability.”
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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 announces gold card program launching in two weeks with Elon building the software.
“About two weeks from today, it goes out. Okay. Elon's building me the software right now. Yeah. Right. And then out it goes.”
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Bill Gurley
Gurley describes Collison probing how Elon uses extreme time constraints to force creative problem-solving.
“I think the world has been trying to figure out how Elon does what he does, especially from a leadership standpoint.”
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Bill Gurley
Gurley explains Elon Musk uses time constraints like Jobs used physical constraints to force creative problem-solving.
“And I realized what he's doing is the exact jobs would tell them the phone has to be this thick.”
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Bill Gurley
Gurley realized Elon uses time constraints like Jobs used physical constraints to force creative problem-solving.
“I realized what he's doing is the exact jobs would tell them the phone has to be this thick. And then their mind can only operate within that constraint. And Elon's doing that with time.”
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Brad Gerstner
Gerstner asserts Elon Musk is the best at converting electrons into AI tokens globally.
“There's no human being on the planet that is better at turning electrons into tokens than Elon Musk.”
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Brad Gerstner
Gerstner asserts no one is better at turning electrons into tokens than Elon Musk.
“There's no human being on the planet that is better at turning electrons into tokens than Elon Musk. Right? Let me say that again. Because we focus a lot on the launch business.”
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Brad Gerstner
Gerstner asserts Elon Musk is the best in the world at turning electrons into tokens.
“There's no human being on the planet that is better at turning electrons into tokens than Elon Musk. Right? Let me say that again.”
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Brad Gerstner
Gerstner asserts no one is better at turning electrons into tokens than Elon Musk beyond launch and Starlink.
“There's no human being on the planet that is better at turning electrons into tokens than Elon Musk. Right? Let me say that again. Because we focus a lot on the launch business.”
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Brad Gerstner
Gerstner says Elon has struck deals with Anthropic, Google, and Reflection generating significant revenue.
“He's he's struck incredible deals with Anthropic and Google and Reflection and others. Really smart. Generated terrific amount of revenue.”
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Brad Gerstner
Gerstner says Musk struck deals with Anthropic, Google, and Reflection for compute revenue.
“He's he's struck incredible deals with Anthropic and Google and Reflection and others. Really smart. Generated terrific amount of revenue. He's the best in the world at standing up AI data centers.”
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Gavin Baker
Baker emphasizes Antonio Gracias had chapter in Isaacson's Elon biography for his impact on Tesla story.
“There's a chapter about him at the Walter Isaacson book. He was on the field having an impact on the outcome, along with the incredibly talented people at Tesla and Elon.”
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Chamath Palihapitiya
Palihapitiya predicts Elon will launch integrated mobile phone service bundled with Starlink and other services direct to consumers.
“I would like to give you an incredible new mobile phone service. It's integrated with all of these other services that you need.”
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Where they overlapsame programme, same subject
- Bill Gurley and Brad Gerstner — BG2 Pod, 1 appearance together
- CNBC Television also carries Brad Gerstner and Chamath Palihapitiya on this subject, at different times.