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.

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recordings per month · last 12 months

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

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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

are number one, how do the Grok and Cursor revenues end the year?

And number two, um, you know, the traction they get on um, you know, continuing to replace traditional mobile carriers with Starlink.

There are four hundred million mobile sub four hundred million mobile subs just in the United States.

Well, you know, I I would say something, uh you know, David, to your point.

You know how many CEOs or founders would just take that Starlink business, which is such an exceptional business.

trillion dollar business going to two trillion and they would not take any of these other risks.

They would not do terrafab.

They would not try to build out the data center.

They would not try to build their own model that's highly risky, but highly important investments that are being made.

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