Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Brad Gerstner

๐Ÿ‘ค Speaker
2288 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

They're not getting penalized.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

They're just not getting a premium.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

They're not getting penalized.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

I think they're getting penalized.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

By every metric they're trading at incredible valuations.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Just look at them.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Oh, no.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

I mean, if you compare the two valuations, I think they're being penalized.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Anyway, anybody else want to get in on this before we move on to the next one?

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Yeah.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

There is no world in which Google and Meta and Apple and Amazon could be viewed as being penalized in valuation.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

There is very clearly a world where Elon gets a massive premium because he's innovating.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

It's not the same thing.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

It's not the same thing.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Listen, I think we're debating semantics here.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

I'm not letting you off the hook, Saxipoo.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

When Sax is very deliberate in how he speaks, they said he's the captain of the debate club in his 20,000 word article this week.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And that he's a master debater.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

He's a masturbator.

All-In with Chamath, Jason, Sacks & Friedberg
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

And you slipped in, you slipped it in.