Brad Gerstner

But I think the reason that it went so viral is because it is a super important question.

people are really nervous.

They're wondering, are we walking in to an AI bubble?

Like how can these huge numbers, how can you be talking about 1.4 trillion in spending when you, you know, have kind of gap revenue that's been reported to 13 billion this year.

So I was, I was a little disappointed and I tweeted about this afterwards that kind of the feistiness got in the way of the answer.

But if you listen to his words during the rest of the segment,

He basically said, listen, we think we're going to have $100 billion in revenues over the course of the next couple of years.

And, you know, Jay Calley sent the team a chart that basically just shows the information's forecast for what OpenAI and Anthropix revenues are going to be over the course of the next several years.

And like the information is reporting that their internal numbers are both over $100 billion.

This is the information reporting on leaked internal numbers or the information is taking a guess?

No, I think this is on leaked internal numbers according to the information.

And so, you know,

I think Sam's in his head saying, I believe, and he says multiple times on the pod, we're gonna have revenues in excess of $100 billion.

And the 1.4 trillion, it's super important to remember, this is over a period of five or six years.

I estimate about half of that spending is going to be borne by the partners.

So now we're talking $700 billion in spending.

Spread that over five or six years.

In the out years, you're probably talking about $150 billion of CapEx to OpenAI.

So he's probably sitting there saying, and he said, we're going to have over $100 billion of revenue.

So if we have $150 billion of revenue and $150 billion in CapEx, now it begins to pencil out a little bit more.