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
There are millions of customers independently, economically making the decision that is rational for them every day that it makes sense, like Praveen at Uber.
And of course, they're trying to find things on both
Right now, mostly the cost side cost takeouts to justify the investments that they're making and, you know, in tokens, but I think we're on the verge of breakthroughs in intelligence is going to dramatically change the revenue side of the equation.
for a lot of these businesses, breakthroughs in life sciences, breakthroughs in, in product innovation, etc, where they could not divorce themselves from this, even if they wanted to, for example, Jensen Huang has talked many times that all of his design work, all of his design work now at Nvidia, is using AI to design the next generation chip, the machine is building the machine.
So you can't get rid of that, even if you wanted to, and tiny
intelligence advantages at the frontier, where he sits are required, like there's no way I don't think that Jensen is going to use anything but the best models that he can to build out those capabilities.
So I just think that we're not going to see that in the next few years, you're going to see it under the hood, of course.
But that occurred at Snowflake, there was tons of optimization that occurred at Snowflake.
But the revenue continued unabated, the revenue growth continued unabated, because they further penetrate penetrated use cases,
further penetrated the enterprise.
So let me be provocative here.
If these guys end the year over a hundred billion, I think that they're on a revenue trajectory that they could three to five X again next year.
We've never seen anything like this.
And Jason, like you and I have talked about this.
Our minds were blown if a company could go from 100 million
Yeah, to $300 million.
We're talking from $100 billion to $300 billion.
$200 billion of incremental revenue is incomprehensible in the history of Silicon Valley, okay?
In the history of the world.
Yeah, in the history of the world.
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