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, 20 Nov 2023 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
3
thin
23 Mar 2012 – 23 Apr 2024
-4259 d
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Brad Gerstner
2
thin
20 Nov 2023 – 16 May 2024
+0 d
- Dylan Patel 3 thin 18 Sep 2025 – 9 Mar 2026 +668 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley says cloud migration is the most investable theme, predicting ten years of pulling enterprise computing infrastructure out.
“one of the most investable themes of our time simply because we spent the last thirty to forty years putting computing technology inside the enterprise Right.”
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Bill Gurley
Gurley predicts the next ten years will involve removing enterprise technology and moving systems outside via SaaS.
“I say we spent forty years cramming technology into the enterprise. We're going to spend the next ten yanking it out. It's just so wholesale that you're moving systems outside.”
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Brad Gerstner
Gerstner claims AI delivers 30 to 50 percent productivity gains to engineers, unprecedented in technology history.
“If you think about what AI is already doing for the enterprise, we're seeing 30 to 50% productivity improvements in engineers. There's never been a technology history of technology.”
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Bill Gurley
Gurley cites CrowdStrike as example of network effects in enterprise security through shared threat intelligence across customers.
“But they posted a memo four years ago titled the CrowdStrike Security Cloud Network Effect.”
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Brad Gerstner
Gerstner reports data company lamenting OpenAI sets pricing umbrella with no margin floor for models.
“I was talking to a large data company this week who's in the business of serving models, they were lamenting the fact that the pricing umbrella was set by OpenAI and there is no price, right? So that it's a much lower margin business than the traditional software business.”
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Dylan Patel
Patel dismisses possibility of unofficial MCP servers for sensitive company data like Slack or SAP.
“There's not gonna be an unofficial MCP running out there. Right? Like, you know, it's like like, fuck off. Right? Like, that's just not gonna happen.”
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Dylan Patel
Patel describes public inference as a loss leader to generate private sovereign and enterprise engagements.
“And so I think that's what a lot of this is, is you end up with the public business as like a loss leader just to generate private engagements, whether it be sovereigns or enterprises.”
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Dylan Patel
Patel says his company's AI coding spend hit $6 million annual run rate, with single engineers spending $8,000.
“Literally, we we you know, like, one day my head of ops was like, guys, our run rate of spend is $6,000,000. This is not sustained.”
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