Who is on this subjectordered by the date of their first quote here
10 of 10 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 31 Jan 2025 — a date, and nothing else. It is not a claim about who reached a view first.
- Dylan Patel 4 thin 2 Feb 2023 – 22 Jul 2026 -729 d
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Brad Gerstner
4
thin
25 Jan 2024 – 14 Oct 2025
-372 d
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Jensen Huang
1
thin
21 May 2024 – 21 May 2024
-255 d
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David Sacks
2
thin
31 Jan 2025 – 26 Mar 2026
+0 d
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Howard Lutnick
3
thin
1 Oct 2025 – 10 Feb 2026
+243 d
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David Friedberg
2
thin
13 Apr 2026 – 13 Apr 2026
+437 d
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Gavin Baker
1
thin
15 May 2026 – 15 May 2026
+469 d
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Scott Bessent
2
thin
24 Aug 2026 – 25 Aug 2026
+570 d
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John Williams
3
thin
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Paul Atkins
1
thin
The chronologysourced and dated, oldest first
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Dylan Patel
Patel notes ARM took a decade from 2011 announcement to see large datacenter deployments in 2021.
“I think they announced in 2011 and we really only saw really big deployments from Amazon in 2021, right? Maybe 2020, right? Very big deployments.”
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Brad Gerstner
Gerstner asks whether the zero-rate bubble matched 1999 and if it requires four to five years to clear.
“And will it take us the same four or five years that it took in 1999 for the world to work through that entire, backlog?”
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Jensen Huang
Huang predicts AGI will arrive within five years if defined as passing current benchmark tests.
“And if that's the definition of AGI, I will I'll make a guess. It's probably definitely within the next five years.”
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David Sacks
Sacks says DeepSeek moved perceptions of China's AI lag from six-to-twelve months to three-to-six months.
“if you had asked most people in the industry a few weeks ago how far behind is China on AI models, they would say six to twelve months.”
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Brad Gerstner
Gerstner argues White House is moving fast because delaying tariff resolution risks 2026 midterms with recession.
“But that's why I think that the speaker and the White House are moving at lightning speed. They know this can't drift into the summer or fall, or you run the risk of starting 2026.”
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Dylan Patel
Patel reports GPT-5 expected within three to six months with insider knowledge suggesting even sooner release.
“OpenAI says is coming. They say it's coming, you know, this year, hopefully, the next three to six months, maybe sooner. I've heard sooner, but, you know, we'll we'll see.”
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Dylan Patel
Patel reports GPT-5 is expected in three to six months, possibly sooner based on his sources.
“They say it's coming, you know, this year, hopefully, the next three to six months, maybe sooner. I've heard sooner, but, you know, we'll we'll see.”
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Brad Gerstner
Gerstner says AI will need regulations like seatbelts took forty years, but it's too early now.
“It took us forty years to realize we needed seat belts and airbags and that we needed speed limits and things like that and we'll need all those things for AI but I think it's way too early to be doing that”
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Howard Lutnick
Lutnick says they implemented full tariff policy by April because they prepared for over a year, faster than anyone before.
“Think about January 20, he walks into the Oval Office, and by April, full on tariff policy is gone.”
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Brad Gerstner
Gerstner says Invest America accounts will be automatically created at birth starting July 4, 2026.
“starting on July fourth of next year, Bill, as close to automatic account creation as possible.”
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Howard Lutnick
Lutnick says he met Epstein only two times over fourteen years after becoming neighbors, with a six-year gap initially.
“Two times. And that is none for six years. So six years later, I met him, and then a year and a half after that I met him, and never again.”
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Howard Lutnick
Lutnick says the island lunch lasted one hour with family together throughout the 2012 visit.
“For an hour, and we left with all of my children, with my nannies, and my wife all together. We were on family vacation. We were not apart.”
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David Sacks
Sacks predicts AI legislation could happen in the next few months with good Capitol Hill reception.
“I think it it could happen in the next few months. I mean again we've gotten a very good reception from Capitol Hill.”
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David Friedberg
Friedberg states age reversal cocktails are currently in human clinical trials with positive in vitro results.
“Way less than that. Way less than that. We are in clinical trials now on several of these cocktails.”
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David Friedberg
Friedberg reports longevity cocktails are already in clinical trials with human cells tested in vitro.
“And if there's always a risk in going from animals to humans, but we've done it with human cells in in vitro, in a in a petri dish,”
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Gavin Baker
Baker predicts orbital compute becomes economically viable in two years and takes meaningful share by decade end.
“think on it becomes clear that it is possible, going to work, and economical in the next two years. I think it starts to take meaningful share towards the end of this decade.”
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Dylan Patel
Patel contrasts AI adoption timeline with past revolutions that took decades, arguing AI is dissipating in years.
“In in past sort of major revolutions, whether it was like the fax machine or cars or any other technological revolution, it took decades to dissipate.”
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Scott Bessent
Bessent expects major financial institution to be sanctioned by end of week.
“I would expect that you will see a major announcement of a financial institution being sanctioned by the end of this week.”
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Scott Bessent
Bessent predicts a major financial institution will be sanctioned by the end of the week.
“And I would expect that you will see a major announcement of a financial institution being sanctioned by the end of this week.”
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Paul Atkins
Atkins forecasts the CAT restructuring transition will not be complete until late 2027.
“Because many of these actions would need to occur in tandem, the transition would likely not be complete until late 2027.”
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John Williams
Williams forecasts inflation peaking at 2.75 to 3 percent in first half 2026, reaching 2 percent goal in 2027.
“I anticipate inflation will peak at around 2-3/4 to 3 percent sometime during the first half of this year, before starting to fall back.”
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John Williams
Williams says TMPG recommends firms adopt repo risk management practices by June 2026, prioritizing material exposures.
“In terms of an implementation timeline, the TMPG is recommending that firms begin applying the repo risk management recommendations on a rolling basis, prioritizing their most material counterparty exposures and completing the process by June 2026.”
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John Williams
Williams notes survey respondents expect implementation and bank reaction to regulatory changes would take time.
“In addition, should changes materialize, respondents may think that it will take time to see them implemented, and possibly even more time for banks to react.”
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