Brad Gerstner

They believe in economic mobility.

They may be frustrated by affordability, but they're not ready to burn down capitalism in the way that Mamdani is suggesting.

How ironic is it that San Francisco ran this experiment.

We have people, you know, feces in the street.

We had people dying in the street, et cetera.

Daniel Lurie, a centrist Democrat, gets elected in San Francisco, now is putting the city back on a right trajectory, and New York is heading in the exact opposite direction.

that's going to be a really interesting A-B test for America.

Because I think San Francisco is trending in the right direction.

I think that

You know, to the extent that Mamdani can do any of these things he's talking about, he's going to put New York City on a very, very bad track.

Jake, are you doing Foundry University?

I think, did you have Tariq from Humane actually talk to the founders?

Yeah, Tariq came.

But their valuations of those three companies, one is Cognition, now at $15 billion.

One is Decagon, now at $4 billion.

And the other one is Distilled that just raised at $2 billion.

I mean, the rate at which these companies are scaling for the best companies, really.

Who's dealing?

We got some poker up there?

Great to be here.