Who is on this subjectordered by the date of their first quote here
6 of 9 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 9 Feb 2023 — a date, and nothing else. It is not a claim about who reached a view first.
-
Brad Gerstner
5
27 Oct 2020 – 11 Jul 2026
-835 d
-
Bill Gurley
2
thin
7 Dec 2021 – 13 Jul 2026
-429 d
-
Marc Rowan
5
20 Apr 2022 – 4 Aug 2026
-295 d
-
David Friedberg
3
thin
9 Feb 2023 – 12 May 2026
+0 d
-
Howard Marks
1
thin
21 Feb 2024 – 21 Feb 2024
+377 d
- Dylan Patel 3 thin 31 Oct 2025 – 31 Oct 2025 +995 d
-
Gavin Baker
1
thin
20 May 2026 – 20 May 2026
+1196 d
-
Scott Bessent
1
thin
20 Aug 2026 – 20 Aug 2026
+1288 d
- John Williams 5
The chronologysourced and dated, oldest first
-
-
Brad Gerstner
Gerstner dismisses valuation concerns for Snowflake at 100x forward sales given 100%+ growth in strategic software category.
“No growth investor would listen to that and think that there's anything unusual about a company growing well over a 100% in the most strategic location of all of software.”
-
-
-
Bill Gurley
Gurley says Second Life went from zero to 70 million dollars in revenue in under eighteen months.
“I think the company went from 0 to 70,000,000 in revenue in less than eighteen months.”
-
-
-
Marc Rowan
Rowan says a $16 million equity investment grew into $270 billion AUM making it the largest retirement services company.
“And what started out as a $16,000,000 equity investment has now morphed into 270,000,000,000 of AUM and the largest retirement services company in”
-
-
-
David Friedberg
Friedberg predicts energy production should increase 100-fold over the next century versus 20-fold in the last.
“So we've increased energy production by about 20 fold in the last hundred years on earth. I think in the next hundred years, we can and should increase energy production by over a 100 fold.”
-
Marc Rowan
Rowan says the private credit industry grew from $40 billion AUM in 2008 to $550 billion at Apollo.
“Our entire industry was 40,000,000,000 of AUM. Every one of the companies plus minus in 2008. We ended the year at 550,000,000,000.”
-
“So in 2008, we started with a $16,000,000 equity investment. We ended the year at 330,000,000,000 and have become the largest provider of retirement products in The US.”
-
Marc Rowan
Rowan says Athene's new sales grew from $20 billion four years ago to over $60 billion this year.
“Four years ago, we were 20,000,000,000 of new sales, then 30,000,000,000, then 47,000,000,000. This year, we'll do north of $60,000,000,000 of new sales, and it continues to be.”
-
Brad Gerstner
Gerstner reports Satya Nadella told him Copilot is Microsoft's fastest growing product ever, beating Windows and Office.
“Satya, the CEO of Microsoft, who I saw last week, said to me that Copilot is the fastest growing product in the history of Microsoft.”
-
-
-
Howard Marks
Marks reports growing his memo distribution from 100 readers in 1990 to 300,000 subscribers today.
“So, you know, from probably a 100 or so in 1990, I think now we're up to 300,000 subscribers and hopefully they pass it around.”
-
Brad Gerstner
Gerstner reports Microsoft expects Azure revenue to accelerate despite already growing 34% on a $66 billion base.
“Microsoft, which is on $66,000,000,000 run rate at Azure, has said they expect q one and q two Azure revenue to accelerate. Think about that, Bill. Azure is growing at 34% on a $66,000,000,000 base,”
-
-
-
David Friedberg
Friedberg distinguishes between mere acceptance and learning from failure to achieve growth and progression.
“You accepted it, but you're not growing from it. Once you actually learn from that, then you have that growth and you have a progression.”
-
Dylan Patel
Patel says SemiAnalysis grew from one person two and a half years ago to 50 people this week, completely organically.
“Actually, this week we find that we hit 50 people, so having started it five years ago to now, and I've hired my first person two and a half years ago, We've now grown to 50 people just completely organically, so it's been a hell of a ride.”
-
Dylan Patel
Patel says email capture growth accelerated dramatically on Substack but fell back after leaving despite SEO work.
“And then I added Substack and growth went like this. And then I left Substack and it went back to like this, the email capture.”
-
Dylan Patel
Patel says email growth slowed significantly after leaving Substack despite having dedicated SEO staff.
“And then I left Substack and it went back to like this, the email capture.”
-
-
-
David Friedberg
Friedberg states Koch Industries scaled 9,000X by building a compounding advantage through its operating principles and reinvestment.
“And you've scaled 9,000 X. You've built a compounding advantage in your business. Right. As is the case with all successful capitalists, you build a compounding advantage.”
-
Gavin Baker
Baker says Anthropic adding $11B ARR in one month is unprecedented in capitalism's history.
“Anthropic added their combined businesses in one month. Nothing like that has ever happened in the history of capitalism.”
-
Brad Gerstner
Gerstner reports Snowflake beat consensus with 33% growth versus 27% expected and raised full year guidance.
“33% growth, accelerating growth versus consensus of 27% growth. They took up their full year guide by more than their q one beat.”
-
Brad Gerstner
Gerstner predicts AI companies ending the year over $100B could triple to quintuple revenue next year.
“If these guys end the year over 100,000,000,000, I think that they're on a revenue trajectory that they could three to five x again next year.”
-
Bill Gurley
Gurley suspects some AI companies are reselling tokens below cost, creating unsustainable growth.
“I suspect there are companies that are selling, reselling tokens from Amazon or Anthropic or whoever at a price lower than they're paying for them. And which looks like growth, but it is unsustainable.”
-
Marc Rowan
Rowan states $50 billion of signed deals will benefit future quarters and pipeline is at record strength.
“$50,000,000,000 of signed and announced in Q2 will benefit coming quarters. The pipeline has never been stronger”
-
“as I talked about at at g twenty in Asheville, we're going to talk about The US growth strategy and encourage the rest of the world to come along with us.”
-
-
-
John Williams
Williams says first-half GDP growth was about 1.5 percent, well below last year's 2.5 percent pace.
“Looking through the downs and ups in the data, growth in the first half of the year was about 1-1/2 percent, well below last year’s 2-1/2 percent pace.”
-
John Williams
Williams says real GDP grew 2 percent in 2025 and expects that pace to continue this year.
“Real GDP grew 2 percent in 2025 and is poised to maintain that pace for the rest of this year.”
-
John Williams
Williams expects real GDP growth to slow considerably to just over 1 percent this year.
“I expect real GDP growth this year will slow considerably from last year’s pace, to just over 1 percent.”
-
John Williams
Williams expects real GDP growth of about 1 percent in 2025.
“As a result, I expect real GDP growth this year to be about 1 percent.”
-
John Williams
Williams expects trade and immigration policies combined with uncertainty to weigh on growth.
“But based on what the data tell us today, I expect the combined effects of trade and immigration policies and associated uncertainty to continue to weigh on growth.”
-
Where they overlapsame programme, same subject
- Invest Like the Best also carries Bill Gurley, Brad Gerstner and Gavin Baker on this subject, at different times.
- All-In Podcast also carries Brad Gerstner and David Friedberg on this subject, at different times.
- CNBC Television also carries Brad Gerstner and Marc Rowan on this subject, at different times.