Who is on this subjectordered by the date of their first quote here
1 of 4 lane rests on fewer than 5 quotes and is marked thin. Offsets are days from the middle first-quote date, 2 Jul 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
10
20 Mar 2015 – 6 Jan 2025
-3392 d
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David Friedberg
6
2 Jul 2024 – 13 Aug 2026
+0 d
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Brad Gerstner
5
25 Jul 2024 – 5 Jun 2025
+23 d
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David Sacks
2
thin
19 Dec 2025 – 10 Jan 2026
+535 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley says the government paid doctors $44,000 to implement electronic health records in 2009.
“So in 2009, when the government passed the Reinvestment Act to try and get America going or whatever it was called, they put in place a program where a doctor is paid, believe this or not, paid $44,000 to implement EHR, electronic health records.”
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Bill Gurley
Gurley reports the government has paid $29 billion for doctors to implement EHR software.
“So, the payments for these incentive programs, because I just looked it up to get the recent update, dollars 29,000,000,000.”
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Bill Gurley
Gurley reports the government has paid $29 billion total for doctors to implement electronic health record software.
“So, the payments for these incentive programs, because I just looked it up to get the recent update, dollars 29,000,000,000. So, our government has paid $29,000,000,000 for doctors to implement software”
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Bill Gurley
Gurley reports the government has paid $29 billion total for doctors to implement electronic health record software.
“So, our government has paid $29,000,000,000 for doctors to implement software that they weren't naturally implementing on their own.”
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Bill Gurley
Gurley expresses shock at Senate AI document recommending $32 billion annual spending for AI.
“The big shocker for me was it recommended spending $32,000,000,000 a year. And I didn't even know that was on the table.”
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Bill Gurley
Gurley says Schumer's AI proposal recommending $32 billion annually shocked him given unprecedented existing venture capital inflows.
“Certainly in my lifetime, and I think prior to my lifetime, there's never been a venture capital category that's attracted more money.”
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Bill Gurley
Gurley compares proposed $32B AI spending to NIH's $40B budget and NSF's $9B.
“The National Science Foundation is nine down from 10. So 49, you're going to start the AI foundation or federation or whatever it is, institute at 32,000,000,000 a year.”
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Bill Gurley
Gurley notes proposed $32B AI spending would sit just below NIH's $40B and far above NSF's $9B.
“You're going put it right below the Institute of Health and Forex, the National Science Foundation, it just seems a little overkill.”
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David Friedberg
Friedberg argues that change in income predicts happiness, which drives government spending through voter demand.
“Your change in income is your predictor of happiness. So if we start with that premise of like human behavior, the government now has an incredible the federal government in The United States has an incredible role in supporting a lot of people through active programs that pump money into businesses.”
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David Friedberg
Friedberg argues voters consistently choose increased government spending despite economic growth providing tax revenue.
“And if the government taxes everyone just the same amount, now the government has more money to spend. Consumers, voters have a choice. They have a choice to say tax less and spend less.”
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Brad Gerstner
Gerstner notes government is spending $42 billion on rural broadband despite Starlink already providing perfect coverage.
“So anyway, they decided they were going to spend 42,000,000,000 on rural broadband. And between ten years ago and now, Starlink's been built.”
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Bill Gurley
Gurley says DOGE represents departure from pre-election spending expectations for both candidates.
“prior to the election, the papers said that both candidates were gonna spend the same amount.”
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Brad Gerstner
Gerstner argues balancing the budget by 2029 requires reducing government spending 3% annually from $7T to $6T.
“Now you get there by simply reducing the size of government by about 3% a year for the next four years. Again, just still going from 5,000,000,000,000 in 2019 to 6,000,000,000,000 in 2029.”
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Bill Gurley
Gurley criticizes rural broadband spending, contrasting $250 marginal cost with expensive fiber buildout.
“And instead of a $250 marginal cost to implement a rural broadband, we're gonna get bulldozers out and drop fiber lines to a ranch in the middle of nowhere.”
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Brad Gerstner
Gerstner calculates proposed tariffs would 10x revenue to $500B while Doge cuts $1T spending, totaling $1.5T austerity.
“If you look at tariffs, they're likely to impose, we currently generate about $50,000,000,000 in tariff revenue. The president is targeting 500,000,000,000, so a 10x increase in tariff revenue.”
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Brad Gerstner
Gerstner cites United Airlines government ticket sales down 50% year-to-date as indicator of spending cuts' cascade effects.
“I heard a stat the other day that United Airlines ticket sales to the government this year are down 50% year to date, five zero.”
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Brad Gerstner
Gerstner calculates cutting $2 trillion in one year would create 800 basis point GDP headwind.
“You can't just cut 2,000,000,000,000 in a single year. That would be an 800 basis point headwind to GDP.”
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David Sacks
Sacks says Trump achieved first decrease in federal workforce in decades, down 10.7% from 2.4 million to 2.15 million workers.
“And president Trump has presided over, I think, the first decrease in the federal workforce in decades. We've seen a 10.7% decrease in federal workers in 2025. Basically, the number's gone from 2,400,000 to 2,150,000.”
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“there are reports that they've given out 17 shots of vodka in a single night to a homeless person. And this is like a 5 to $10,000,000 a year program”
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David Friedberg
Friedberg states San Francisco's managed alcohol program costs $5-10 million yearly and has given 17 vodka shots nightly to individuals.
“And this is like a 5 to $10,000,000 a year program for the city of San Francisco.”
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David Sacks
Sacks says Newsom prohibiting audits of homeless spending is unacceptable and demands transparency for all government spending.
“It is not acceptable for Gavin Newsom, for example, to prohibit audits as he did with homeless spending.”
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David Friedberg
Friedberg estimates over half of Americans rely on government income directly or indirectly.
“So you're either employed by the federal, state, or local government or its agencies or one of its contractors or you're receiving one of the retirement checks from a government agency.”
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David Friedberg
Friedberg argues government spending of $300B housing, $200B education, $2T healthcare makes things more expensive, questioning government role.
“And the more that the government provides, 300,000,000,000 a year in housing support, 200,000,000,000 a year in education, over a trillion dollars, $2,000,000,000,000 almost in health care, the more things get more expensive.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries David Friedberg and David Sacks on this subject, at different times.
- BG2 Pod also carries Bill Gurley and Brad Gerstner on this subject, at different times.