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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One of the questions I have, will the model router itself be smart enough to overcome, David, the inherent intelligence advantages of the generalized of the frontier labs?
The non-consensus argument might be that intelligence is not converging at all, that superintelligence becomes fully self-recursive.
And as it becomes recursive, you actually extend the lead because the smarter your model gets, the more revenue you get, the more compute you can buy, the more compute you can buy, the better the model is that you can build.
So I think there's a chance that over the course of the next two to three years, as we take on much more complex agentic tasks, that the distance between the frontier and everybody else doesn't converge, it actually extends.
We shall see.
But, you know, I think there's this implicit assumption in all the arguments today that everything's converging.
I'm not sure that we've really run that to ground.
They absolutely have to.
The counterpoint there is 11 Labs, I love Matty.
Do you really think he's going to use an inferior model?
He's got to have the best voice agent in the world.
And if the best voice agent in the world is given to him by using the Frontier Labs, can he afford in a competitive marketplace to say, I'm going to use the cheaper version, the thing that I built for myself, even though it's not as good as the other thing?
If he builds something better, I totally agree with you.
He believes he's making a better version.
So that's the question that I just put on the table.
Whether or not you're going to see this convergence, whether it in fact is that easy, I don't think it's that easy, but we shall see.
Well, having spent some time in DC this week and talking with the White House and Treasury, et cetera, on this topic, what I can tell you is
While there may be some debates about regulation of US models, the one thing there's absolute agreement on is doing everything to stay ahead of China.
And the president, all the way up to the president, very interested, how far are we ahead of China?
What are the things we need to do to stay ahead of China?
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