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 months

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

When you have millions of independent actors all making self rationalizing decisions like Altimeter on buying tokens, right?

I don't like to waste money.

I'm spending money because I'm getting a return.

Now, will we experiment with some things that don't provide a return?

Of course.

I actually sent you guys a slide on this.

I think it's pretty fascinating.

I don't know if your team can pull up.

But this is independent research that we did on this question of token maxing.

And what we did is we went to 300 enterprises, right?

And we just asked them, are you starting to optimize your spend?

And if so, how much do you expect that you're going to spend year over year over the course of the next 12 months?

And if you leave that chart up, what you will see, guys, is that in the first category, these are all people who are actively optimizing.

But they still expect to grow revenues at over 50 percent over the next 12 months.

The second category are people who are planning to optimize.

And even if they're planning to optimize, they say they're going to grow revenue at 90 percent and so on.

So here's my point on this.

Right.

And this is across 300 firms who use a multiple of AI solutions.

This is what they expect of their AI, you know, API token usage.

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