https://minutesof.com/on/investment/ Everyone on the record about investment: 17 verbatim quotes from 9 people, March 2023 to August 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:33:02 +0000 https://minutesof.com/q/844c5ce5-860b-49db-bc09-ae82fe56352f/ https://minutesof.com/q/844c5ce5-860b-49db-bc09-ae82fe56352f/ “With gradual recognition consistent with empirical evidence, an acceleration in productivity results in faster growth of both consumption and investment.” — John Williams, NY Fed speeches investment https://minutesof.com/q/44079fb9-3028-4e82-a98a-3184e626d812/ https://minutesof.com/q/44079fb9-3028-4e82-a98a-3184e626d812/ ““Today’s action will help foster additional investment in Syria to promote political and economic stability.”” — Scott Bessent, Treasury press and remarks investment https://minutesof.com/q/35d5b0db-282f-4bca-8cae-e201f3c6f8eb/ https://minutesof.com/q/35d5b0db-282f-4bca-8cae-e201f3c6f8eb/ “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.” — JD Vance, Forbes Breaking News Mon, 24 Aug 2026 20:45:09 +0000 investment https://minutesof.com/q/f4997104-4796-4925-a295-53e903e8959d/ https://minutesof.com/q/f4997104-4796-4925-a295-53e903e8959d/ “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.” — JD Vance, Forbes Breaking News Fri, 21 Aug 2026 19:15:28 +0000 investment https://minutesof.com/q/b16043fc-d31a-4df3-90a2-aec40a9592da/ https://minutesof.com/q/b16043fc-d31a-4df3-90a2-aec40a9592da/ “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” — Bill Gurley, Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 investment https://minutesof.com/q/f595cc16-a757-421d-a7d6-71cd95f1a623/ https://minutesof.com/q/f595cc16-a757-421d-a7d6-71cd95f1a623/ “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.” — Jensen Huang, NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 investment https://minutesof.com/q/bbbbd707-d264-41ce-a623-24b2cb6d89cd/ https://minutesof.com/q/bbbbd707-d264-41ce-a623-24b2cb6d89cd/ “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.” — Jensen Huang, NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 investment https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ https://minutesof.com/q/8242cefa-e19c-4515-a256-8e9673af550e/ “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.” — Jensen Huang, NVIDIA Thu, 05 Feb 2026 02:53:33 +0000 investment https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ https://minutesof.com/q/40b18130-c136-4666-8e0e-e042e6b415b1/ “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.” — Brad Gerstner, BG2 Pod Fri, 31 Oct 2025 23:11:44 +0000 investment https://minutesof.com/q/ae8c91b8-452e-4194-a8f3-8286559ee830/ https://minutesof.com/q/ae8c91b8-452e-4194-a8f3-8286559ee830/ “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.” — Dylan Patel, Open Compute Project Thu, 23 Oct 2025 06:01:19 +0000 investment https://minutesof.com/q/627d643b-04c0-4c40-b7da-6ee5409c34e2/ https://minutesof.com/q/627d643b-04c0-4c40-b7da-6ee5409c34e2/ “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,” — Howard Marks, CNBC Television Mon, 13 Oct 2025 16:15:11 +0000 investment https://minutesof.com/q/226f8c49-62ac-4fa4-852f-180f149e9ea3/ https://minutesof.com/q/226f8c49-62ac-4fa4-852f-180f149e9ea3/ “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.” — Dylan Patel, Origins with Sonith Tue, 10 Jun 2025 17:13:06 +0000 investment https://minutesof.com/q/73e301eb-8603-4958-86e4-fc0a8bda97c7/ https://minutesof.com/q/73e301eb-8603-4958-86e4-fc0a8bda97c7/ “Each trillion of Donald Trump's investment that he's bringing back with these tariffs is 1% of GDP.” — Howard Lutnick, CBS Evening News Wed, 12 Mar 2025 00:26:30 +0000 investment https://minutesof.com/q/19600c22-99b0-4a8a-8509-b93431eb62ef/ https://minutesof.com/q/19600c22-99b0-4a8a-8509-b93431eb62ef/ “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.” — Brad Gerstner, Hoover Institution Tue, 10 Dec 2024 20:07:35 +0000 investment https://minutesof.com/q/783ee825-21f7-4da9-9936-05321c2ba2e1/ https://minutesof.com/q/783ee825-21f7-4da9-9936-05321c2ba2e1/ “You know, they used to call or I've heard people refer to modern day semiconductor investing as a sport of Kings. Right. Because you're 50,000,000 to first take.” — Bill Gurley, Bg2 Pod Mon, 09 Sep 2024 02:50:28 +0000 investment https://minutesof.com/q/e7f08faa-a8fa-4f32-b2d0-407022d7cf65/ https://minutesof.com/q/e7f08faa-a8fa-4f32-b2d0-407022d7cf65/ “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.” — Brad Gerstner, BG2 Pod Thu, 07 Mar 2024 16:29:00 +0000 investment https://minutesof.com/q/ad541aee-acdf-4102-b6e8-44719bf84d78/ https://minutesof.com/q/ad541aee-acdf-4102-b6e8-44719bf84d78/ “I mean, I have to agree with Doug that this is a platform shift on the same magnitude as the internet or mobile itself.” — Brad Gerstner, All-In Podcast Fri, 03 Mar 2023 18:43:00 +0000 investment