Who is on this subjectordered by the date of their first quote here
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 5 May 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
3
thin
29 Apr 2013 – 21 Apr 2026
-4389 d
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Marc Rowan
2
thin
5 May 2025 – 10 Dec 2025
+0 d
- Dylan Patel 1 thin 18 Sep 2025 – 18 Sep 2025 +136 d
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Brad Gerstner
2
thin
2 Jul 2026 – 2 Jul 2026
+423 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley says Wall Street's anti-loyal mentality focused on cash over equity hurts startup culture in New York.
“I formerly worked on Wall Street years ago and I think the Wall Street mentality is still prevalent in different places. And I consider that a very anti loyal mentality.”
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Bill Gurley
Gurley says Wall Street's anti-loyalty mentality focused on cash over equity hurts New York startups.
“And I consider that a very anti loyal mentality. People just trade firms constantly and they're really into cash comp and they don't think about equity.”
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Marc Rowan
Rowan argues equity prices are not low, with average PE in mid-twenties versus historical 16.
“I do not believe prices are low. They are lower, but we're still talking about an average PE as a reference in the mid twenties versus 16 over time.”
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Dylan Patel
Patel notes Anthropic's seven cofounders have equal equity and left OpenAI with clear unified mission focus.
“Anthropic, you know, sort of has you know, they had seven cofounders all with, like, equal equity. And these these cofounders were, like, very focused on exactly this mission.”
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Marc Rowan
Rowan cautions that owning data center equity does not guarantee profits despite valuable data.
“But I don't think it is a foregone conclusion that because you own a data center and you own equity in it and data is valuable that you will make money in data center equity.”
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Bill Gurley
Gurley warns founder equity drops from 90% to 10% while market prefers $20-100M exits over billion dollar outcomes.
“And very quickly, almost in a flash before you know it, your founder's equity goes from 90% to 10%. And I've watched it happen over and over and again.”
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Brad Gerstner
Gerstner reveals he's asking AI companies including OpenAI to voluntarily contribute 1% of shares to children's accounts.
“You know, we could set up a dedicated citizen pool where all the money could go that, and it goes directly to citizens.”
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Brad Gerstner
Gerstner opposes any government seizure of company equity regardless of party, calling it unconstitutional and un-American.
“You pick the number. I don't care who's suggesting it. I don't care if a Republican suggesting it. I don't care if a Democrat's suggesting it.”
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