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 monthsRecordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.
Appearances
I'm not I'm not wishing for that, but I'm just saying there's a distribution of potential outcomes here.
If you get on the AI train, if you get in the token flow, you're going to get above market multiple.
If you don't, if you slow down and it looks like every time that computational intelligence improves, your business gets worse.
Then I promise you they will trade below the market multiple and there's and there's more room to the downside.
So for us as investors, you know, Warren Buffett has this.
You know, this old metaphor, you know, there's the easy basket, there's the hard basket, or the yes basket, the no basket, the too hard basket.
For me, software today is generally in the too hard basket.
How do you think it's bad for everybody?
Yeah, bad for everybody.
But most importantly, it would be horrific for America.
Yeah.
And lest we be overconfident in Silicon Valley, let's remember the activists, a small group of activists shut down supersonic technology and a small group of activists shut down all nuclear clean energy in this country.
OK, we have 100 fission reactors being built in China.
We have one in the United States.
It's a disaster that happened.
And so we can't take for granted that the kooks who are calling for data center moratoriums.
Right.
Which just think about this for a second.
All of our GDP growth is coming from the fact that we are building data centers and driving AI and driving productivity improvements in the economy.
A data center moratorium would thrust us straight into a recession and high unemployment.
Showing 1281–1300 of 3,957 · page 65 of 198
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