Who is on this subjectordered by the date of their first quote here
12 of 13 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 10 Oct 2025 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
2
thin
9 Jul 2021 – 2 Mar 2026
-1554 d
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Brad Gerstner
6
3 Mar 2023 – 31 Oct 2025
-952 d
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Marc Rowan
1
thin
20 Sep 2024 – 20 Sep 2024
-385 d
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Howard Lutnick
1
thin
12 Mar 2025 – 12 Mar 2025
-212 d
- Dylan Patel 2 thin 10 Jun 2025 – 23 Oct 2025 -122 d
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David Sacks
1
thin
10 Oct 2025 – 10 Oct 2025
+0 d
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Howard Marks
1
thin
13 Oct 2025 – 13 Oct 2025
+3 d
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Chamath Palihapitiya
1
thin
27 Jan 2026 – 27 Jan 2026
+109 d
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Jensen Huang
3
thin
5 Feb 2026 – 5 Feb 2026
+118 d
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David Friedberg
1
thin
31 Jul 2026 – 31 Jul 2026
+294 d
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JD Vance
3
thin
21 Aug 2026 – 24 Aug 2026
+315 d
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John Williams
1
thin
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Scott Bessent
2
thin
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley reveals Benchmark has eight investments across different talent marketplace verticals.
“We have about eight investments in different verticals with these type of talent marketplaces. And so I I think a rising tide's gonna lift all the boats here.”
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Brad Gerstner
Gerstner says AI is a platform shift as big as internet or mobile, with $10-11B invested across 500 companies.
“I mean, I have to agree with Doug that this is a platform shift on the same magnitude as the internet or mobile itself.”
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Brad Gerstner
Gerstner compares foundation models to search engines in 2000, saying value capture is uncertain.
“It is almost impossible to know with any certainty, much like it was with the search engines in ninety nine, two thousand, who's going to emerge, where the value capture is going to be.”
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“I mean, Satya talks about all the vast value capture occurs in the two to three year period around phase shifts. But it's hard to forecast in this those moments.”
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Marc Rowan
Rowan says Apollo has invested nearly $8 billion and employs 4,000 people focused solely on origination.
“We've spent nearly $8,000,000,000. We have 4,000 people who wake up every day, and all they do is origination.”
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Brad Gerstner
Gerstner predicts AI super cycle will be bigger than internet, mobile, and cloud combined.
“I think this super cycle is going to be bigger than all the other super cycles put together like I think this is what we're going to be investing again against for decades to come.”
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Howard Lutnick
Lutnick claims each trillion dollars of investment brought back equals one percent of GDP growth.
“Each trillion of Donald Trump's investment that he's bringing back with these tariffs is 1% of GDP.”
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Dylan Patel
Patel argues most AI value accrues to users, not to companies building or deploying AI.
“But most of the AI value that's been generated does not accrue to the companies building the AI or deploying it. It actually deploy it actually accrues to the user.”
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Brad Gerstner
Gerstner announces Altimeter led Series A in all-American rare earth magnet producer enabled by tariffs.
“At Altimeter, we just led the Series A in a company I don't even know if we've announced it, but I'll announce it here which is an all American producer of rare earth magnets.”
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David Sacks
Sacks estimates each gigawatt data center requires roughly 50 billion dollars of investment in chips, land, and power.
“Here's a rule of thumb is that each gigawatt data center is about $50,000,000,000 of investment, roughly. Between the chips, the land power shell, it's about 50,000,000,000 per gigawatt.”
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Howard Marks
Marks says AI will change the world and has been successful, with investors piling in.
“I think there's relatively little doubt that AI will change the world. And AI has been successful as an investment, and people are piling in,”
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Dylan Patel
Patel quantifies InferenceMax uses tens of millions of dollars in GPU hardware with daily software updates.
“we have tens of millions of dollars of hardware of the current and last generation GPUs. As I mentioned before, the software updates every single day.”
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Brad Gerstner
Gerstner states Microsoft has invested $13-14 billion in OpenAI for 27% ownership on a fully diluted basis.
“Microsoft started investing in 2019, has invested in the ballpark of $1,314,000,000,000 dollars into OpenAI. And for that, you get 27% of the business ownership in the business on a fully diluted basis.”
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Chamath Palihapitiya
Palihapitiya explains that one third of breast cancer lumpectomies have errors requiring repeat surgeries.
“So I did like a breast cancer thing where a third of all breast cancer surgeries, like lumpectomies, are written with an error, which means that for every ten, three women have to get another lumpectomy because they leave cancer behind. Of those three, another one.”
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Jensen Huang
Huang states a gigawatt AI factory costs approximately fifty billion dollars and tens are being built worldwide.
“While these factories are incredibly complex, they're you know, a gigawatt AI factory is about $50,000,000,000 And now we're building tens of gigawatts around the world.”
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Jensen Huang
Huang says NVIDIA's AI factory bill of material totals approximately fifty billion dollars.
“So the inventory bill of material of the supercomputer comes out. This AI factory comes out, adds up to about $50,000,000,000 bill of material.”
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Jensen Huang
Huang cites estimates of eighty-five trillion dollars in infrastructure investment over the next ten years.
“Trillions of dollars, tens of trillions of dollars. Estimates have it close to $100,000,000,000,000 $85,000,000,000,000 in the next ten years.”
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Bill Gurley
Gurley spotted Dell trading at six times earnings after laptop fire and hedging problems, then went positive on the stock.
“It this the company was in trouble. It was trading at six times earnings. Their laptop had caught on fire, and they had this option hedging strategy gone awry”
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David Friedberg
Friedberg argues 10% pretax treasury yields make high P/E semiconductor stocks unattractive comparatively.
“I could now buy a US government bond that pays me 10% pretax a year. Why the heck would I pay 50 times earnings for semiconductor stock?”
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JD Vance
Vance claims trillions of dollars of new investment have poured into U.S. manufacturing facilities under Trump.
“We have seen trillions, with a t, trillions of new dollars of investment pour into The United States Of America to build new smelters, build new manufacturing facilities, build new mills, build new everything.”
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JD Vance
Vance argues $1,000 with 18 years of compounding gives next generation stake in American economy.
“Now a thousand dollars may not sound like much, but you take a thousand dollars to a child born tomorrow in The United States Of America, and you give that child eighteen years of compounding, eighteen years of interest accrued, eighteen years of investing in something,”
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JD Vance
Vance contrasts Trump administration's approach as investing in people and fighting for their children's future.
“We've got a different approach, my friends. We wanna invest in you. We wanna fight for you, and we wanna fight for your children's future.”
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Scott Bessent
Bessent says the sanctions relief will foster additional investment to promote Syria's stability.
““Today’s action will help foster additional investment in Syria to promote political and economic stability.””
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Scott Bessent
Bessent says Treasury announced four additional low-cost index ETFs as investment options for Trump Accounts.
“Treasury also announced four additional low-cost index ETFs that may be chosen for investment by a parent or other responsible party.”
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John Williams
Williams argues gradual recognition of productivity shifts causes both consumption and investment to grow with delayed interest rate increases.
“With gradual recognition consistent with empirical evidence, an acceleration in productivity results in faster growth of both consumption and investment.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries Brad Gerstner, David Friedberg and David Sacks on this subject, at different times.
- CNBC Television also carries Bill Gurley, Howard Marks and Marc Rowan on this subject, at different times.