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 monthsRecordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.
Appearances
Right.
But to put it in perspective, this year, Anthropic and OpenAI combined, their starting total compute was like five gigawatts.
So he's talking about incrementally adding more than they had as combined companies.
Right.
The demand exists in the world.
The demand exists in the world today.
I think it will exist in the world for well, you know, the next 12 to 24 months, but there is a wall of worry in the market.
The reason we saw the pull back in July is Kimmy scared people into thinking, oh my gosh, they're gonna undercut the Frontiers revenues.
And if they undercut the Frontier Labs revenues, who the hell is gonna pay for all this compute?
That's why you saw a forty percent.
Trade down in the core weaves of the world and you know the the all of the semiconductor stocks and semiconductor-related AI stocks.
Conductor related AI.
Although I a as our good friend Bill Gurley likes to remind us, he's like, I can't believe.
that we're all just taking in stride this level of seller financing, right?
He would call it circular revenues, right?
But the market has gotten comfortable with this.
And remember, like we saw in July, if there is a scare about demand, the whole sector trades down.
Yeah.
Everything will trade down, you know, together because that's just the leverage that you're pumping into the system.
You're effectively backstopping people's ability to build ahead of their revenue.
Showing 441–460 of 3,957 · page 23 of 198
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