Brad Gerstner

speaker

3,957 appearances 19 recordings 4 series first heard Apr 2025 last heard 17 Sep

Brad Gerstner’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

Appearances

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All-In with Chamath, Jason, Sacks & Friedberg · Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI · 8 Aug 2026 podcast

I think for your use case, they're very similar, but I don't think that's the most sophisticated use case that people are trying to train on and trying to experience.

And then Gensen came out this week and said closed models are actually cheaper.

You know, if you don't have to build it for yourself, if you don't have to uh you know the training costs.

And a lot of expertise to fine-tune and maintain and guardrail and keep it safe.

So he's basically making the argument that not only are the the the frontier models further ahead, but that the cost differential between the two is not what everybody's making it out to see to be, which I think explains why they continue to run away with it on the revenue side of the equation.

Um, but I think we have healthy competition.

I you you're right, J.

Cal.

Well, you know, for the vast majority of use cases, I think token consumption is going up for the open source guys while share of economics is going up for the frontier labs.

I think that's what we want to see.

I mean, listen, I think that one first, let's start off.

$1.4 trillion of value creation for this company is extraordinary.

So the fact that from peak to trough, it's down forty or fifty percent from the IPO.

We had that chart out a few weeks ago.

Remember that within six months of the IPO, almost all these tech stocks are down 50% peak to trough.

We see it again here with SpaceX.

I thought it was a really solid quarter.

I thought his guides were pretty extraordinary.

a hundred billion in ARR by the end of the year, and he pulled forward the one trillion dollar target in ARR by a year from twenty thirty one to twenty thirty.

Now to just put that in perspective, Morgan Stanley's twenty thirty revenue estimate is three hundred and twenty five billion, which is also extraordinary.

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