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
this week.
And it's been a great week.
master holy he is the impresario of impresarios yeah you see how he's built such a ginormous business it's impressive it's impressive what is a commission by the united nations for ai what is their what is their uh calling open source
No, but no, I mean, it's like the United Nations actually do anything.
They actually do anything.
Yeah, I think it's very high.
But let me first say, you know, the SpaceX IPO where we were also investors and we also bought in the IPO, I mean, it was textbook.
It was a hugely successful IPO.
They raised $75 billion at $1.75 trillion.
Okay, so it went out below where we are today.
It's up 25%.
you know, and let's call it on 35 billion of forward revenue.
So if you think about that revenue multiples trading at 2 trillion on roughly 35 billion of forward revenue, it's an incredible achievement.
I think it was textbook, I think Anthropic and OpenAI were watching very closely because frankly, we had not had an IPO of that size.
And to Elon's credit and to the team's credit, Brett and Gwen, they really pioneered some really smart and interesting things as part of that IPO.
So
You heard from Gavin, Anthropix rumored to be trending over $100 billion in revenue compared to the $35 billion.
If they exit the year at $100 billion, that means their gap revenue next year could be well over $100 billion.
Based on the SpaceX success, I think it would be a blockbuster IPO.
And I think SpaceX has shown them the way on things like the total raise, pricing, liquidity, inclusion into the indexes, how to do the lockup.
Showing 541–560 of 3,957 · page 28 of 198
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