Brad Gerstner

Doomers are now scaring people about jobs.

They think all these job cuts that are going on in America are the result of AI.

And number two, they're seeing their electric bills go up and they think that's also the result of AI.

I've talked with a lot of Republican Senator and House members who say they are afraid to mention the words AI because their popularity ratings go down.

We need to get on the other side of that because that is a losing proposition for America.

If what takes hold here is that it's politically popular

right, to push back against AI, then David, I think that's what you're seeing at the state levels with Republican governors as well.

And so, you know, I think both of those are false narratives, but we need to get on the other side.

In China, they're not going to slow down.

So if we do an own goal here and slow down because we think somehow that this is the path to greater economic growth, it's going to be a real problem, both national security as well as economic security.

Well, I would just say they correlate with what the information is reported as leaked, you know, data from both companies.

And that makes them both the fastest growing companies in the history of Silicon Valley.

Let's just be clear about that.

Yeah, I think it's well known more comes from consumer at OpenAI and more comes from enterprise.

Yeah, I mean, listen, I'm betting in the super cycle.

This is the biggest super cycle of all of our lives.

I'm an investor in OpenAI and Anthropic and Google and Microsoft and Nvidia, et cetera.

And so I don't think you have to make the call right now, one of these companies winning.

The fact of the matter, as Sachs said, we have one of the most vibrant and competitive ecosystems in AI in the world.

I love the fact that Sundar's coming off the mat swinging.