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, 10 Jun 2024 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
3
thin
23 May 2022 – 26 Mar 2026
-749 d
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Brad Gerstner
1
thin
10 Jun 2024 – 10 Jun 2024
+0 d
- Dylan Patel 1 thin 16 Oct 2025 – 16 Oct 2025 +493 d
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Howard Marks
3
thin
13 Dec 2025 – 21 Apr 2026
+551 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley says post-correction windows are the calmest periods with least anxiety in his three-decade career.
“By the way, I found, and I shared this with my partners the other day, I found through my career, which wasn't four decades, okay.”
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Brad Gerstner
Gerstner predicts software acceleration will begin in Q3-Q4 2024, proving AI is an accelerant rather than a threat.
“And when that happens, people will say, oh, no. Software's not dead. It in fact is an accelerant, but it's not gonna be equally good for all companies.”
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Bill Gurley
Gurley predicts headlines about death of software will appear silly in less than 24 months.
“I suspect that these headlines, the end of software, the death of software, in I would argue less than twenty four months will appear to be silly.”
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Dylan Patel
Patel notes early GPU systems had low volume but Supermicro continued engineering through generations anticipating future demand.
“What there there wasn't much volume. Right? In those initial systems. Right? In the early time frame. Yeah. Early time frame.”
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“What if I said, every four days I got either say buy or sell? I think that my record would be fifty fifty at best.”
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Bill Gurley
Gurley says non-AI company valuations have been cut in half in past five weeks due to VC focus on AI.
“in the past five weeks, the valuations on the non AI companies have been cut in half and so that mentality is gonna be reinforced even more and so there's just no oxygen.”
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Howard Marks
Marks explains why timing the bottom is impossible: you can only identify it after the fact.
“the bottom is the day before it starts going up. Right? And if that's true, then by definition, you never know when you're at the bottom because you can only tell the next day.”
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Howard Marks
Marks says the only basis for buying is that things are cheap, not timing the bottom.
“And so, the only basis for buying is that things are cheap. You can tell when things are cheap.”
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