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
You and I share a deep passion, Jason.
We got to get retail investors.
We got to get the citizens of the United States in on these value creating opportunities earlier.
The accredited investor laws are insane that we have in this country and keeps people from participating in these things.
But it is what it is.
So they're coming public at over a trillion dollars.
I still think there's a lot of meat on the bone on SpaceX, on Anthropic, on OpenAI.
But you're not going to have things that I don't expect that they're going to be priced in a way where you're going to get a 50% to 100% durable bounce out of the IPOs.
If so, that would mean they were probably mispriced into the IPO.
But I do think that these things can be compounders.
They're going to compound at the rate they compound revenue.
And I think all of these companies are going to compound revenue at well over 30% for the next many years.
Yes, you know, first, I would say Chamath is right.
The only question is on what timeframe.
There's no doubt that there's a lot of money being spent today that is in the experimental bucket, right?
Where I think there probably isn't direct ROI, Chamath, to your point, but I think we're so early, nobody cares.
I think we're so early in terms of enterprise adoption.
Remember, the total addressable market here is every single small, medium, large company on the planet.
And so we've never seen revenue growth like this, because we've never seen a TAM like this.
And if you look at the distribution of revenues across these businesses, it's not like it's concentrated with four or five customers.
Showing 601–620 of 3,957 · page 31 of 198
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