Brad Gerstner
👤 SpeakerAppearances Over Time
Podcast Appearances
Brad, your take.
Sachs, your thoughts?
And you've been, let's be honest, Sax, you have been, on this podcast, you've been moderately critical of that company and Dario himself for being, you know, a little P-Doomer 110.
And on your X account, you've been even a little spicier.
So now that there's peace in the Middle East of the AI business, what's your take here?
Do you see them going to the Maggie?
They are on track.
Interesting to hear that word, monopoly, Sachs.
Very interesting placement.
Chamath, go ahead.
And then I just...
Apple in 2025 was $420 billion.
Microsoft was $300 billion.
Alphabet was $390 billion.
Amazon, $700 billion.
NVIDIA, $190 billion.
Meta, $185 billion.
Tesla, $110 billion total, about $2.3 to $2.35 trillion.
So if Sachs is right, and Anthropic can tack on a trillion, it won't be the Mag 7, it'll be the Mag 1.
But here's the brilliance of what Elon's doing.