Brad Gerstner
👤 SpeakerAppearances Over Time
Podcast Appearances
He somehow saw the tea leaves before most people.
He built to a level of scale and secure power before most people.
It has now become the critical asset.
And now he's kind of kingmaking.
And I think that that's a really interesting valuation reinforcement as SpaceX goes through testing the waters and the roadshow.
Brad, your take.
Sachs, your thoughts?
And you've been, let's be honest, Sax, you have been, on this podcast, you've been moderately critical of that company and Dario himself for being, you know, a little P-Doomer 110.
And on your X account, you've been even a little spicier.
So now that there's peace in the Middle East of the AI business, what's your take here?
Do you see them going to the Maggie?
They are on track.
Interesting to hear that word, monopoly, Sachs.
Very interesting placement.
Chamath, go ahead.
And then I just...
Apple in 2025 was $420 billion.
Microsoft was $300 billion.
Alphabet was $390 billion.
Amazon, $700 billion.