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
And so we did direct on the cap table an SPV for VAST, which is building space stations, and we think they're going to win.
The other one is what I'll just call Uber 2.0.
We've
Gurley and I took a lot of notes on that, Brad as well.
And so we were able to do Zipline and we put a small ticket size into Zipline as well, because if you can take the delivery costs down from $15 to five and then eventually two, that's gonna just drive consumption massively and it's gonna happen in the air.
And these actual drones had such a false start
that everybody gave up on the entire sector, and now it works.
And it was just a very simple innovation that Keller told me, which was the drone stays up in the air and drops a tether with the box in your burrito.
If you grab the tether and you pull it, it just comes down.
You don't have to land like this giant robot in your backyard with blades spinning to kill your dog.
This is an incredible story.
And I've basically now reconstructed my firm to do the barbell.
I missed...
The seed investment, I turned him down because I was like, we don't invest on that continent.
We don't have any insight into it.
We don't understand it.
And hardware is hard.
And he has the email, whatever.
And I've stayed in touch with him.
And he said, listen, I figured it out.
Showing 1101–1120 of 3,957 · page 56 of 198
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