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
Like I think they've gone to school.
I think there was legitimate concern, right?
The legitimate concern is that a company that had not been through the process of being vetted post-IPO, there's a lot of volatility.
You've seen that chart, Jason, that the peak to trough drawdown in the six months post-IPO is 50%.
We've seen a pretty big drawdown here from the peak to trough.
as well.
So you don't want to jam it into an index at the peak and then have a 30% drawdown on top of people, which often happens in IPOs, because people get excited, it runs ahead of itself.
But they didn't do that here.
There was fear that that was going to happen.
So both the exchanges and the indexes, they looked at this, and they made some modifications because the other side of the argument is, it's so damn big and important that it needs to be part of the index.
And so the reason the rules had previously existed is because most companies coming public were younger, earlier, less tested, less revenues, less profitable.
All the things weren't as important in the overall scheme of things.
So I think that they pioneered some really smart things.
It's worked well.
It's traded well.
And so I think that that provides a bit of a blueprint for Anthropic.
But just in terms of the enthusiasm, is Altimeter, is it Fidelity, is it T-Row an enthusiastic buyer of Anthropic based upon the things we know today around profitability and model improvement and revenue growth, et cetera?
Yes, everybody would be pig piling in.
Everybody would be trying to get into the top of the book.
And the last I heard,
Showing 561–580 of 3,957 · page 29 of 198
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