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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 4.

newest first · ▶ plays the moment

And if you rent it out, are you going to be able to find those people who have the capital to off-take that compute?

He's talking enormous numbers, 10 to 20 gigs, and people are wondering how they're going to be able to finance that.

And remember, those businesses, the GPU rental businesses, tend

To trade at very low multiples.

Look at Core Weave, et cetera.

On the frontier model business, I think this is the sleeper.

I think he said on the call that Grok tripled tokens in the month of July.

That doesn't include Cursor.

Cursor was already on a path to go from 3 billion to 10 billion by the end of the year.

Cursor plus grok could be at 10 to 20 billion by the end of the year.

That would be an extraordinarily valuable.

Valuable asset going to trade at a much higher multiple than the data center business.

And then, of course, we haven't even talked about Starlink and what he's going to do.

Uh, you know, I think gonna run the table on mobile.

So this is the normal consolidation.

We have funds like uh across Silicon Valley that are distributing their shares.

The stock has traded down a bit.

Nothing surprising to me here.

Now it's all about execution.

I think the most important thing to watch, the two most important things to watch are

Showing 81–100 of 3,707 · page 5 of 186