Brad Gerstner

How confident are you that with those two headwinds, free for consumers and better products, right?

Gemini is a great product.

Rock's a great product.

Claude's a great product.

A lot of great product out there.

And I don't think consumers can tell the difference.

Why would they pay $240 if they can get it for free from Google?

And then second, startups are realizing, hey, Sam has to make a lot of money.

Therefore, he's going to do what Microsoft did.

There was a company called Lotus123.

There was a company called WordPerfect that were on the Microsoft platform, Windows, and then Microsoft killed them.

People right now are experiencing that from OpenAI.

How concerned are you about the revenue growth?

Yeah, I mean, listen, I'm betting in the super cycle.

This is the biggest super cycle of all of our lives.

I'm an investor in OpenAI and Anthropic and Google and Microsoft and Nvidia, et cetera.

And so I don't think you have to make the call right now, one of these companies winning.

The fact of the matter, as Sachs said, we have one of the most vibrant and competitive ecosystems in AI in the world.

I love the fact that Sundar's coming off the mat swinging.

I think Gemini 3 is going to be great at Google.