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.

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Remember, this company did $18 billion in revenue last year.

So whether you're taking Morgan Stanley's numbers or Elon's numbers, clearly the market is not pricing that in.

At $2 trillion, we were pricing ahead a couple of years.

I think now it's, you know, the value reflects kind of where we are.

The market has questions about a few things.

Here's what they are.

Number one, on the rental business, the rental of compute business, he rented out a huge block of

Compute to anthropic.

It's the question that we've been talking about here.

Are you going to use the compute to build your own frontier model or are you going to rent it out?

And if you rent it out, are you going to be able to find those people who have the capital to off-take that compute?

He's talking enormous numbers, 10 to 20 gigs, and people are wondering how they're going to be able to finance that.

And remember, those businesses, the GPU rental businesses, tend

To trade at very low multiples.

Look at Core Weave, et cetera.

On the frontier model business, I think this is the sleeper.

I think he said on the call that Grok tripled tokens in the month of July.

That doesn't include Cursor.

Cursor was already on a path to go from 3 billion to 10 billion by the end of the year.

Cursor plus grok could be at 10 to 20 billion by the end of the year.

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