Who is on this subjectordered by the date of their first quote here
6 of 7 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 23 May 2022 — a date, and nothing else. It is not a claim about who reached a view first.
- David Sacks 1 thin 11 Apr 2020 – 11 Apr 2020 -772 d
-
Brad Gerstner
5
23 Jun 2020 – 3 Apr 2025
-699 d
-
Bill Gurley
2
thin
23 May 2022 – 17 Dec 2025
+0 d
-
Howard Marks
1
thin
30 Jun 2022 – 30 Jun 2022
+38 d
-
Gavin Baker
1
thin
27 Aug 2024 – 27 Aug 2024
+827 d
- Dylan Patel 1 thin 31 Oct 2025 – 31 Oct 2025 +1257 d
- John Williams 1 thin
The chronologysourced and dated, oldest first
-
-
David Sacks
Sacks notes California declared shelter in place only one week ahead of New York yet fared much better.
“The articles were saying, you know, California only declared shelter in place one week ahead of New York. How can it be doing so much better?”
-
Brad Gerstner
Gerstner warns his team that being too early on investments is as dangerous as being too late.
“When we think about the future we're always paying attention you know one thing that I would say is I remind my team it's just as dangerous to be too early as it is to be too late.”
-
Brad Gerstner
Gerstner warns his team that being too early on a trend is as dangerous as being too late.
“And I was talking of I was worried about the future of search and the future of vertical search starting in 2010,”
-
-
-
Bill Gurley
Gurley dates the current risk-on cycle from 2009 to five months before this event.
“And then risk off tends to be very abrupt and we've seen that here, This cycle risk on was from 'nine to five months ago.”
-
Howard Marks
Marks argues bubbles exist because overpriced markets can become more overpriced before eventually reverting.
“And if it were true that every overpriced markets reverts and becomes fairly priced, then we would never get a bubble because they would stop going up here.”
-
-
-
“I think there's plenty of time. If this is going to be as big and as transformational as humanity as we all think it will be, remember, you didn't have to invest in search until Google's IPO in 2004 to capture 95% of all ever generated by Internet search.”
-
-
-
“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.”
-
Gavin Baker
Baker cites Chase Coleman's stat that less than 1% of Internet market cap was founded in two years after Netscape.
“Only less than 1% of current global Internet market cap was founded. Founded in the two years after Netscape Navigator came out.”
-
-
-
Brad Gerstner
Gerstner has added a small Uber position in recent weeks during pullbacks.
“We actually have a small slice of of Uber in our portfolio today that we've added right over the course of the past few weeks on some of these pullbacks.”
-
Dylan Patel
Patel released a post on GPT-3 training costs the same day ChatGPT launched, calling it coincidental timing.
“I was lucky enough that the day Chad GPT released, I released a post called that was about the training cost of GPT-three. It was just like a coincidence.”
-
Bill Gurley
Gurley warns retail investors that 100x AI returns already happened; current odds are very low.
“And that's not to say there won't be an incremental AI investment that makes money, I think there will. But your odds right now of that being the case are really, really low.”
-
-
-
John Williams
Williams expects Fed will reach ample reserves soon based on sustained repo market pressures.
“Based on recent sustained repo market pressures and other growing signs of reserves moving from abundant to ample, I expect that it will not be long before we reach ample reserves.”
-
Where they overlapsame programme, same subject
- Invest Like the Best also carries Brad Gerstner and Gavin Baker on this subject, at different times.