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

It's expensive as hell, so I may as well rent it to everybody else.

Turned into a blockbuster business, but it made his core business better.

because he could build to Black Friday, right?

And nobody else could because they didn't have AWS.

So that's why Elon has launched EWS, right?

Elon Web Services, you know, with his compute and, you know, signed up a big first customer with Anthropic.

Listen, nobody on earth is better at turning electrons into tokens than Elon.

Right.

So expect a lot more data centers out of Elon.

Expect them on Earth and eventually in space.

And I think that changed the whole tenor of the SpaceX IPO, both the cursor and the anthropic deal.

I think that went from, you know, people being slightly concerned about it to people being quite excited about.

I'm happy to, you know, to unpack that.

So I think that for Meta.

If they're going to be in the game of spending that much money, listen, Susan Lee is incredible over there as the CFO.

And I'm sure they're looking at the strategic plan.

And Mark is saying, I want to build even more because that guy is never going to give up the race.

Right.

The frontier level AI.

None of these guys want to give up that race.

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