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
Right.
But they're growing, selling something that is really, really cheap.
And there's room in every single market for premium products, for mid-tier products, and for commodity products.
And I think we see a lot of this token growth.
People are speculating that the intelligence gap between that commodity stuff and the frontier stuff is going to collapse to the point that people won't pay for the frontier stuff.
There is no evidence of that on the field today.
It may develop over the course of the next couple of years, but it's not on the field today.
There'll be a massive business.
There already is.
All these inference clouds, the base tens of the world, the fireworks of the world, every single hyperscaler in the world is going to do this.
They're all going to provide tools that allow you to achieve some level of model fungibility.
The big question is, at the end of the day, it's going to be very heterogeneous.
But what is the mix between these two?
I, again, think the TAM is so damn big here that you're going to have huge open source use cases, sovereign use cases, etc.
You're going to have plenty of room for the frontier labs.
Let me throw something out I'd like to get your opinion on.
You know, to a certain extent, there's this implied assumption in the world that there's going to be this convergence of intelligence, right?
And if you look at the benchmarks today, it seems like everybody, you know, on the benchmarks, right?
they are converging.
But yet, if you look at the revenue distribution, it's not converging at all.
Showing 701–720 of 3,957 · page 36 of 198
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