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 over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

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involved in some of these companies.

Once they slow down, the company morale goes to hell, turnover among your customers uh you know begins to spike, um, it starts to feed on itself.

So I sucks to

I don't know the core product and what's happening in terms of turnover in the core product, David.

But my hunch is that the core product has started uh to really fizzle as the advances in the core product has slowed down.

You're seeing a bunch of churn out of it on the product side.

And now people are saying, listen, it's almost impossible for a software company today to keep any decent salespeople, to keep any different decent

product development people because they all want to go work on AI.

But you don't need 'em for this product.

I agree.

Just to wrap this this section.

IGV's up twenty percent in the last six months.

It's up twenty percent in the last five years.

Explain IGV, please.

So the high growth software stock index, right?

Snowflake's up eighty eight percent in the last six months.

IGB is an ETF of gross software companies.

Right.

So to David's point, there was a panic about software companies.

There was a big trade out.

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