Brad Gerstner

So I think the single biggest question I've heard all week and hanging over the market is how can a company with $13 billion in revenues make $1.4 trillion of spend commitments?

And you've heard the criticism, Sam.

That's the interesting thing, right?

I mean, listen, we bust each other's chops all the time.

We get feisty with one another.

Sometimes it runs amok.

Like we don't know if somebody's being serious or not serious.

And, you know, Sam and I had a good laugh after, you know, I think Sam was, he was feisty, but I think he also intended it as a joke.

He knows that I don't want to sell my shares.

He knows that I would like to buy more shares in the company, et cetera.

But I think the reason that it went so viral is because it is a super important question.

people are really nervous.

They're wondering, are we walking in to an AI bubble?

Like how can these huge numbers, how can you be talking about 1.4 trillion in spending when you, you know, have kind of gap revenue that's been reported to 13 billion this year.

So I was, I was a little disappointed and I tweeted about this afterwards that kind of the feistiness got in the way of the answer.

But if you listen to his words during the rest of the segment,

He basically said, listen, we think we're going to have $100 billion in revenues over the course of the next couple of years.

And, you know, Jay Calley sent the team a chart that basically just shows the information's forecast for what OpenAI and Anthropix revenues are going to be over the course of the next several years.

And like the information is reporting that their internal numbers are both over $100 billion.

No, I think this is on leaked internal numbers according to the information.