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
There's been a wall of worry.
I mean, on my podcast with Bill, Bill Gurley, you know, we debated this.
You know, Bill was saying, will the revenue show up?
Will there be gross margins?
Will there be ROI?
We're overbuilding or, you know, every supply chain.
constraint turns into a glut and we saw all that wall of worry last year.
I mean, I think for me, the turning point was when we hit inference time reasoning and we really had this whole other vector of scaling intelligence,
And I remembered having Jensen on the podcast, and he said, Brad, inference isn't going to 100x, it's not going to 1,000x, it's going to 1 billionx because agents are going to be talking to agents.
And so I got very pilled.
And then when we saw Opus 4.6 in the beginning of December, it was clear that we had crossed a threshold of intelligence that offered a level of utility that was fundamentally different.
And if you were paying attention early in December, you could see that coming.
But we started the year with the market very skeptical as to whether or not AI revenues would show up.
And let me tell you this.
Had Anthropic not delivered its revenues that it's delivered this year, I think the stock market would be down 10% or 15%.
I think it's that important to the entire narrative.
Because the fact of the matter is OpenAI has not blown away their numbers.
Google has not blown away their numbers.
Numbers have been good.
But the fundamental driver of outperformance in terms of offtake of AI revenues has been Anthropic, which is the fastest growing company in the history of capitalism.
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