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

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to the frontier labs, while the share of tokens, these commodity tokens is obviously going up, you know, to the other guys.

And I had a little back and forth this week with Nikesh on this kind of trying to suss out why is that the case, right?

Because what people would have thought is, oh, cheaper, pretty damn good.

90% is good enough to do all these tasks that you're talking about, Jason.

So nobody's going to use the anthropics and the open eyes of the world.

But despite that, it looks like their share of wallet has gone up.

I would just say, I think that Chamath's absolutely right about the sovereign stacks that are gonna get built around the world.

This is not either or.

We are going to have open source and we are going to have frontier intelligence.

The preponderance of the tokens today are already shifting toward cheaper, lower,

lagging models out of OpenAI or lagging models out of Anthropic or the other frontier labs that are out there.

Obviously, we talk about those two.

SpaceX has released an incredible model in the last two days.

Meta's out with a terrific model today.

So Gemini is still in the hunt.

So there are lots of choice.

So again, I think we're going to have a tremendous amount of selection.

The competition is great for America.

But I think if you look at the things people are doing, let me give you an example, the premium workload.

Jason, you talked about summarizing a document, may take 20,000 cheap tokens to do.

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