Brad Gerstner

speaker

3,707 appearances 17 recordings 4 series first heard Apr 2025 last heard 8 Aug

Brad Gerstner’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 4.

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All-In with Chamath, Jason, Sacks & Friedberg · Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI · 8 Aug 2026 podcast

What's your take on this?

I think David nails it.

I mean, listen, the same thing's going on at Microsoft, right?

Satya is out this week saying, you know, citing Morgan Stanley's report and saying they're seeing over a 30% return on invested capital in tokens as a service, right?

So in the infrastructure business.

So I think David's exactly right.

Those are such good businesses, right?

You, you, you, you deploy capital, everybody's running.

It from you.

But the scientists who want to be involved in superintelligence, who want to cure cancer, who want to be on the frontier of these models, right?

They're sitting there dealing with this channel conflict at Google because, you know, uh Google Cloud wants all of the compute in order to rent it out to Anthropic.

And those front, those building the frontier models internally want that compute in order to compete with anthropic.

So you have this inherent channel.

Conflict between those wanting to build the models.

I think David said it really well.

And I think that's a that that's a big challenge for them.

It looks like it's being resolved in favor of being more of an infrastructure company.

So where does, you know, telescope out for a second?

SpaceX also reported this week.

They also have channel conflict.

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