Brad Gerstner

Brad Gerstner's here joining us hot after crashing the stock market and popping the AI bubble.

Well done, Brad.

We're going to get into it.

All of our portfolios, thank you, rolled down 15% this week.

Good job, Brad.

You decided you'd be a podcaster.

You're like, hey, let me ask a couple of hard questions here.

And you popped the AI bubble.

Let's get it.

Sam, of course, if you're not in the industry...

Sam Altman appeared on the fabulous BG2 podcast last Friday, and it got a little frisky when our fifth bestie here asked what I thought was a completely legitimate question.

You know, mundane question.

Hey, you're making 13 billion.

It was an underhanded pitch.

So let's just show this clip here.

And then I want to go behind the pod with you, Brad.

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.

So, Brad, you asked, I think, like, you know, Chamath and I were just saying, a pretty mundane question.

You said it very nicely.