Brad Gerstner
speaker
3,707 appearances
17 recordings
4 series
first heard Apr 2025
last heard 8 Aug
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 — 15 in all, peaking in Jun 2026 with 4.
Appearances
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.
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.
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