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

And that's what happened with the Anthropic deal uh with SpaceX.

I think Anthropic would buy a lot more of that today if they could.

Same with open AI.

Well, that's the 50 that you know, that's the $50 per watt that David was referencing.

They would be willing to pay this 30 to 50 if they could get at scale compute that would give them a competitive advantage over the other people in the market.

And remember, there aren't a lot of people who have the off-take revenue that can afford to buy compute at this scale, right?

It wasn't the Chinese open source companies that were buying, you know, SpaceX's XS compute.

Or building the 10 gigawatt plant in Ohio, that's OpenAI and Anthropic.

So the vast majority of the off-take commitments are coming from Anthropic, OpenAI, and NVIDIA.

So, David, Netnet, if he builds six gigawatts next year, and by the way,

probably only Elon um, you know, can actually stand up that much in that time frame.

Like Jensen said to me on the pod, he's like, nobody comes close.

Microsoft doesn't come close.

You know, Google doesn't come close in terms of standing it up in that time frame.

I think that he's going to have a challenge, you know, getting all of the componentry, right?

I know he can stand it up, but can he get the memory?

Can he get the chips?

Can he get the land power?

shell all in time.

I think the off take is there.

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