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
Where got massive competition.
That's the thing.
America's winning.
This is exactly what you want.
We have a massively competitive market.
We have Chinese open source, domestic open source, frontier national labs that are doing what they're doing.
We have downward pressure on pricing.
You know, David rev referenced a duopoly.
You know, I think it's hard to call it a duopoly when you're, you know, only a few years into this and you have giants like Amazon, Microsoft, and Google.
I do think he's right.
I do think they've emerged, you know.
As the pure plays, their revenues would suggest that they're, you know, they're gaining share of wallet.
But there are two points I want to make here because I think they're non-consensus views that were spoken this week.
One was Elon's response to you, Jason.
Right?
Over the last two weeks, everybody's been saying that the Chinese have caught up, that open source tokens have caught up in intelligence, that they're much cheaper, et cetera.
And Elon comes out and says, not so.
fast.
We're entering the singularity and the frontier models are way further ahead than people think.
I believe that to be true.
Showing 281–300 of 3,957 · page 15 of 198
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