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, 9 Apr 2025 — a date, and nothing else. It is not a claim about who reached a view first.
-
David Friedberg
1
thin
15 Mar 2020 – 15 Mar 2020
-1851 d
-
Brad Gerstner
1
thin
31 Oct 2024 – 31 Oct 2024
-160 d
-
Marc Rowan
1
thin
9 Apr 2025 – 9 Apr 2025
+0 d
-
Bill Gurley
4
thin
28 Aug 2025 – 21 Apr 2026
+141 d
-
Howard Marks
5
21 Feb 2026 – 18 Mar 2026
+318 d
- JD Vance 2 thin 21 Aug 2026 – 21 Aug 2026 +499 d
The chronologysourced and dated, oldest first
-
-
“48% of all US employees work for a business that's got 10 or fewer employees. Now, these businesses are not only retail.”
-
-
-
Brad Gerstner
Gerstner observes companies can now cut tens of thousands of employees while increasing customer satisfaction, unprecedented historically.
“Never have has he seen or have I seen the ability for companies to take out 10,000 people and actually see customer satisfaction scores increase.”
-
-
-
Marc Rowan
Rowan says the U.S. won't manufacture low-value goods like sneakers given 4% unemployment and other priorities.
“we are not going to make sneakers in The US. We have 4% unemployment. We're building all these other things.”
-
Bill Gurley
Gurley warns bringing manufacturing jobs back may be futile as automation eliminates those positions.
“Like, if you wanna bring the jobs back there by the time you get the jobs back, there may not be any jobs. Like like, at one Because of automation.”
-
-
-
Howard Marks
Marks notes AI could eliminate half of entry level jobs but questions whether productivity gains translate to profitability.
“You say that AI has the ability to eliminate half of entry level jobs. That was the whole conversation because then they cut to something else. But the point is that may be true.”
-
Howard Marks
Marks notes CNN reported AI could eliminate half of entry level jobs while maintaining US GDP, raising profitability questions.
“And obviously if you can produce The US GDP and eliminate half the entry level jobs, it could be more profitable or certainly more productive.”
-
Howard Marks
Marks says AI can eliminate a huge percentage of knowledge work, citing Block laying off 4,000 people.
“Clearly, it can eliminate a a huge percentage of of knowledge work. And you we saw Friday block 10,000 employees, let 40%, 4,000 people let go”
-
Howard Marks
Marks says AI can eliminate a huge percentage of knowledge work, citing Block laying off 4,000 employees in one day.
“And you we saw Friday block 10,000 employees, let 40%, 4,000 people let go in one go, who who aren't needed anymore because AI can do it better and cheaper and faster.”
-
Bill Gurley
Gurley reports lawyers he spoke with have already drastically reduced paralegal staff due to AI.
“Paralegals are already under threat, and I have talked to lawyers that have drastically reduced the size of their paralegal force. I've talked to them. That has already happened.”
-
Howard Marks
Marks cites Block eliminating 40% of its workforce in one day as evidence most people underestimate AI's impact.
“40% of the workforce gone in one day because AI could do the work cheaper and faster. So how many people in the world understand the potential import of that?”
-
Bill Gurley
Gurley notes more bank tellers exist today than forty years ago despite ATMs.
“There's still people working in banks today despite the fact that the ATM There've been studies that say there's more bank tellers today than there were like forty years ago.”
-
Bill Gurley
Gurley notes radiologists have increased in number despite AI automation speeding up reading scans.
“I think there was someone at TED talking about the fact that the number of radiologists has gone up, not down, despite the fact that you can read these things so much faster.”
-
JD Vance
Vance states 83,000 factory construction jobs have been added since Trump's inauguration day.
“factory construction employment has exploded. We've added 83,000 factory construction jobs just since inauguration day.”
-
JD Vance
Vance says 29,000 manufacturing jobs have been created in 2026, reversing years of decline.
“We created more than 29,000 new jobs in the sector in 2026 so far, reversing years of decline in manufacturing employment.”
-
Where they overlapsame programme, same subject
- BG2 Pod also carries Bill Gurley and Brad Gerstner on this subject, at different times.
- CNBC Television also carries Howard Marks and Marc Rowan on this subject, at different times.