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 months

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

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All-In with Chamath, Jason, Sacks & Friedberg · More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts · 11 Jul 2026 podcast

you know, again, rumored that they would like to get out this year.

On OpenAI, everybody knows that Anthropic kind of passed OpenAI on a revenue trajectory.

But I will tell you, OpenAI has kind of got its swagger and mojo back.

It's coming out, you know, just today with a whole new set of models.

We know GPT-6.

You know, there's a lot of talk of that coming out within the next 30 days, a whole new generation of models.

I think their revenue has really ticked back up.

The most recent kind of rumors I see on Twitter is around $70 billion techs a year.

So just as a reminder, $70 billion may not be over $100 billion that's rumored and anthropic, but it's still twice, you know, where the revenue of SpaceX is at.

So can they get out at over a trillion on that type of revenue growth being one of the two frontier markets?

Premier Labs?

I think the answer to that is yes.

I'm not sure there's a huge race between the two of them to get out first.

I think they'll both go out when it's when it's time.

I think OpenAI has a little bit more complexity just associated with the corporate restructuring that they have to go through, etc.

So I would be surprised if they go out before Anthropic.

But the fact of the matter is, I don't know.

But today, as I sit here today, Altimeter would be a buyer at scale and at size in both of those IPOs.

Once a company is valued at over a trillion dollars, the get-rich-quick schemes are over.

Yeah.

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