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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Of course, shoot that to a lagging model or an open source model.

But if you're talking about replacing a software engineer for two hours, that may take 2 million expensive tokens.

And the consequence of using something that's 95% as good is really high.

right?

Because you have a long running task.

And if the task breaks early, or it breaks in the middle or breaks at the end, there's a huge cost to that.

So you still burn the tokens, right?

You back to this analogy, and the time machine and you lose, and the time and the compute.

So if an AI agent is replacing a $200 an hour consultant, right, take that as an example.

So three consulting firms, they're competing, they need the smartest consultant,

They're charging $200 an hour.

The difference between spending $3 on a cheap model or $15 on an expensive model to replace a $200 an hour consultant, it's just irrelevance.

That inference cost difference is irrelevance if you're getting something that's bulletproof for $15.

And so I think that's what we're seeing play out.

The best evidence for all of this is just revenue growth.

Right.

We can sit here and speculate all day long as to revenue growth, not from Anthropic and OpenAI, but from their customers.

I know I'm talking about what is Anthropic's revenue growth compared to OpenAI compared to the open source models.

Millions of independent actors are choosing every single day.

The open source companies are growing.

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