Brad Gerstner
speaker
3,707 appearances
17 recordings
4 series
first heard Apr 2025
last heard 8 Aug
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 — 15 in all, peaking in Jun 2026 with 4.
Appearances
I do think they've emerged, you know.
As the pure plays, their revenues would suggest that they're, you know, they're gaining share of wallet.
But there are two points I want to make here because I think they're non-consensus views that were spoken this week.
One was Elon's response to you, Jason.
Right?
Over the last two weeks, everybody's been saying that the Chinese have caught up, that open source tokens have caught up in intelligence, that they're much cheaper, et cetera.
And Elon comes out and says, not so.
fast.
We're entering the singularity and the frontier models are way further ahead than people think.
I believe that to be true.
I think for your use case, they're very similar, but I don't think that's the most sophisticated use case that people are trying to train on and trying to experience.
And then Gensen came out this week and said closed models are actually cheaper.
You know, if you don't have to build it for yourself, if you don't have to uh you know the training costs.
And a lot of expertise to fine-tune and maintain and guardrail and keep it safe.
So he's basically making the argument that not only are the the the frontier models further ahead, but that the cost differential between the two is not what everybody's making it out to see to be, which I think explains why they continue to run away with it on the revenue side of the equation.
Um, but I think we have healthy competition.
I you you're right, J.
Cal.
Well, you know, for the vast majority of use cases, I think token consumption is going up for the open source guys while share of economics is going up for the frontier labs.
I think that's what we want to see.
Showing 41–60 of 3,707 · page 3 of 186
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