Brad Gerstner
๐ค SpeakerAppearances Over Time
Podcast Appearances
I guess we could give Sam a little bit of grace.
I don't know if he was being a little cheeky or maybe he's tired of answering the question.
But the internet took this and ran with it in a very viral way that he was angry and he was hostile.
How did you take it?
And...
That's the interesting thing, right?
I mean, listen, we bust each other's chops all the time.
We get feisty with one another.
Sometimes it runs amok.
Like we don't know if somebody's being serious or not serious.
And, you know, Sam and I had a good laugh after, you know, I think Sam was, he was feisty, but I think he also intended it as a joke.
He knows that I don't want to sell my shares.
He knows that I would like to buy more shares in the company, et cetera.
But I think the reason that it went so viral is because it is a super important question.
people are really nervous.
They're wondering, are we walking in to an AI bubble?
Like how can these huge numbers, how can you be talking about 1.4 trillion in spending when you, you know, have kind of gap revenue that's been reported to 13 billion this year.
So I was, I was a little disappointed and I tweeted about this afterwards that kind of the feistiness got in the way of the answer.
But if you listen to his words during the rest of the segment,
He basically said, listen, we think we're going to have $100 billion in revenues over the course of the next couple of years.