Brad Gerstner
speaker
3,957 appearances
19 recordings
4 series
first heard Apr 2025
last heard 6d ago
Brad Gerstner’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.
Appearances
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.
They're renting out their compute to anthropic at the same time, they're trying to build their own model.
With Grok and Cursor.
You have that channel conflict at Google.
You have that channel conflict at Microsoft, although I don't even really see them pushing the frontier anymore in terms of models.
Meta's talking about getting into the infrastructure as a service game.
And then at Anthropic and OpenAI, you don't have any of that channel conflict.
They say we're not in the infrastructure business.
We're only in the model business.
So I think it's a you know uh uh a clarifying view as
As we look forward, that we may in fact not have those companies on the frontier of of model development if all these people leave.
Showing 261–280 of 3,957 · page 14 of 198
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