Brad Gerstner

speaker

3,707 appearances 17 recordings 4 series first heard Apr 2025 last heard 8 Aug

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 — 15 in all, peaking in Jun 2026 with 4.

Appearances

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All-In with Chamath, Jason, Sacks & Friedberg · Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI · 8 Aug 2026 podcast

I mean, listen, I think that one first, let's start off.

$1.4 trillion of value creation for this company is extraordinary.

So the fact that from peak to trough, it's down forty or fifty percent from the IPO.

We had that chart out a few weeks ago.

Remember that within six months of the IPO, almost all these tech stocks are down 50% peak to trough.

We see it again here with SpaceX.

I thought it was a really solid quarter.

I thought his guides were pretty extraordinary.

a hundred billion in ARR by the end of the year, and he pulled forward the one trillion dollar target in ARR by a year from twenty thirty one to twenty thirty.

Now to just put that in perspective, Morgan Stanley's twenty thirty revenue estimate is three hundred and twenty five billion, which is also extraordinary.

Remember, this company did $18 billion in revenue last year.

So whether you're taking Morgan Stanley's numbers or Elon's numbers, clearly the market is not pricing that in.

At $2 trillion, we were pricing ahead a couple of years.

I think now it's, you know, the value reflects kind of where we are.

The market has questions about a few things.

Here's what they are.

Number one, on the rental business, the rental of compute business, he rented out a huge block of

Compute to anthropic.

It's the question that we've been talking about here.

Are you going to use the compute to build your own frontier model or are you going to rent it out?

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