Brad Gerstner
👤 PersonAppearances Over Time
Podcast Appearances
So it's been over a year since we did the last pod.
Yeah.
Over 40% of your revenue today is inference.
But inference is about ready because of chain of reasoning.
Yeah.
Right?
Honestly, it's felt like you and I have had a continuation of the pod every day since then.
In AI time, it's been about 100 years.
I was re-watching the pod recently and the many things that we talked about that stood out.
The one that was probably most profound for me was you pounding the table.
that, you know, remember at the time, there was kind of a slump in terms of pre-training?
And people were like, oh my God.
The end of pre-training.
Right, the end of pre-training.
We're overbuilding.
This is about a year and a half ago.
And you said, inference isn't going to 100x, 1,000x.
It's going to 1 billion x. Mm-hmm.
Which brings us to where we are today.
You announced this huge deal.