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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.
Appearances
You know, honestly, they they performed pretty well.
And and as he mentioned, in the month of July, they were up when a lot of the semiconductor AI stocks were down.
And some of these companies, Databricks, Snowflake, Clickhouse, et cetera, are doing extraordinarily well.
As I just mentioned, Snowflake's up.
90% in the last six months, which puts it in the same category as the semiconductor AI stocks.
So to David's point, you can't throw them all in the same bucket.
But I do think that for these no code, a lot of these application software companies, they're realizing like that, you know, the game is up.
Sell the company, get what you can get.
You know, importantly here in the Airtable story, all the late stage investors, right?
We passed on this in the last three, five.
Funding rounds, right?
Which I think were at two billion, five billion, eleven billion.
But all those late stage investors, which were the most venerable of growth firms, they all got their money back.
And the early stage investors ended up making a lot.
So if this is a failure, this is a pretty good failure for Silicon Valley.
Because I looked deeply into this and saying I think that net of cash, they may have come in a little bit less than the total cash raise, but it seemed like everybody got made whole.
First, uh, you know, I'm in absolute agreement with David that we want maximum competition.
Uh as we sit here today, the US is winning.
We talked about it at the start, our frontier labs are winning, our open source is winning, and we have fairly limited regulations, right?
She's coming here in September in a bilateral meeting to meet with the president.
Showing 501–520 of 3,957 · page 26 of 198
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