Brad Gerstner

speaker

3,957 appearances 19 recordings 4 series first heard Apr 2025 last heard 4d ago

Brad Gerstner’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

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That was 6% revenue, plus about 38 bps of margin expansion every year out of the NASDAQ.

So here's the question.

Can we turn the 38 bps to 100 bps of margin expansion because of AI?

The answer is obviously yes.

Every company I talk to, Uber says we're gonna grow 20%.

We're not gonna grow headcount.

Snowflake says we're gonna grow 30%.

We're not gonna grow headcount.

That's what's happening.

That is margin expansion.

The single largest cost input to every one of these companies are humans and engineers.

It's not that they're gonna fire everybody.

They're just not gonna hire them at the rate that they hired them before.

And then of course, we're gonna have consumer agents in everybody's pocket.

You may remember this bet I had with Bill.

You know, when are we gonna be able to book a,

hotel using your consumer agent in your pocket.

I think we've just gotten that with Muse and with Instinct.

This could be another trillion-dollar category, but it's definitely going to consume massive tokens.

Here are the three risks and challenges.

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