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 over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

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TBPN · Where Brad Gerstner Is Investing Billions · 29 May 2026 podcast

Run of the mill consolidation.

I mean, Micron has gone from a couple hundred bucks to a thousand bucks.

Dell this time last year was, I think, 80 or 90 dollars.

It's now at four hundred dollars.

These are seismic moves.

Yeah.

Right.

And so, yeah, fortunately, we were pretty bullish when other people were skeptical.

Yeah.

But.

Well, I mean, if I size up the debate in Silicon Valley.

Yeah.

There are the bears who've been bearish on AI for, let's call it, a while.

And so now they're saying, oh, all this AI revenue is bullshit.

First they were saying it won't show up at all.

And then it showed up and then they're saying, oh, it's all bullshit because it's all token maxing and there's no ROI.

So that's one side.

On the other side of the people who are super AI pilled and they're like, oh no, this is perfectly, you know, Pareto optimal.

Everybody's spending the exact right amount of money on tokens, which we also know is not true.

And the truth lies in the center, okay?

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