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
Same from OpenAI, same from Anthropic.
The world demands more intelligence.
Intelligence can only be produced with tokens.
And we have physical limits to the amount of tokens we're gonna be able to bring online.
So yes, we will have these waves, but I think the rate, the parabolic rate
at which these new models are going to produce intelligence, I think we're going to be blown away over the course of the next nine months.
You talk independently, you know, to Michael Truel and the guys at Cursor and now, you know, taking over X.AI, or you talk to the guys at Anthropic or OpenAI, and they kind of look you in the eyes with that Oppenheimer look, and they're like, we're here.
Think about this.
OpenAI and Anthropic combined to start the year had three gigawatts of compute.
Three combined.
They're going to end the year closer to 10 and end next year closer to 20.
making algorithmic improvements we're making massive steps up the scaling law because the amount of compute we're going to have available to us think about you know uh macro hard and macro harder that uh cursor is going to now be able to train a frontier level model on so we've got incredible competition in america we got the right amount of compute coming along i don't worry about the bubble as much even though i know that you know uh there will invariably be you know some months that revenue doesn't grow as fast um i'm really worried about making sure that america
stays foot on the accelerator, competing globally and winning the AI race like this is going to lead to a moment of abundance for our economy.
And it's only through great national wealth that we can raise the floor for everybody else.
Yeah, no, that makes sense.
I mean, the second you start spending $100 billion on CapEx annually, okay, you run into the AWS problem.
What's the AWS problem?
Now I have all this compute, but I don't use it every day equally.
Jeff built AWS because he said, I have to build my capacity for Christmas Day or the week leading up to Christmas, Black Friday.
But he's like, the rest of the year, half of that stuff's sitting idle.
Showing 1361–1380 of 3,957 · page 69 of 198
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