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

Yeah.

So what does that tell us?

It tells us that, of course, people optimize along the way.

But we are so early in the adoption curve, right?

They're barely using coding today.

They're just getting on the coding train.

And they haven't really even started on using AI for knowledge work more generally.

So we're low in the penetration of coding as a use case.

We're almost nowhere in the penetration of knowledge work more generally as a use case.

And then remember this.

There are very few enterprises globally that are even using AI.

So we are really early in the curve of the people who are actually using AI.

So I'm somewhere in the middle.

Of course, I believe that optimization will continue, but my hunch is that Anthropic and OpenAI, these companies will continue to grow right through the optimization because the growth curve on penetration of both enterprise and use case is so steep, but we'll see.

Well, I popped on CNBC for a second yesterday and was talking about Snowflake as an example.

And the stock was up, what, 35% yesterday.

Now, of course, just to be fair, it's only up 10% for the year compared to a company like Micron up 200% for the year, a company like Arm up 200% for the year.

But they did bounce back.

And what I think we're starting to see is the bifurcation.

There are companies that are in the token flow.

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