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Brad Gerstner

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Claude recommends software
"If you're a young person, just embrace these tools. Open Claude this weekend. Build on it and you will be infinitely employable for the rest of your life if you just embrace these tools."
SpaceX mentions other
"SpaceX is merging with X.AI. You're merging the two biggest TAMs in the world, right? All of artificial intelligence and all of space together"
X.AI mentions software
"SpaceX is merging with X.AI. You're merging the two biggest TAMs in the world, right? All of artificial intelligence and all of space together"
Starlink mentions software
"Starlink's going from, I think, 10 million people to 20 million people. They're going to launch this retail mobile service so that we can have Starlinks to our phones."
S&P 500 mentions other
"Every child born in the United States forever more will start life off with an investment account seeded with $1,000 in the S&P 500."
Databricks mentions software
"Data Bricks just reaccelerated the last three quarters. They're growing over 60% at scale."
Snowflake mentions software
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."
ClickHouse mentions software
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."
Invest America Act created other
"It passed the Invest America Act became the law of the land as part of the big beautiful bill."
Trump Accounts created other
"Every child born in the United States forever more will start life off with an investment account seeded with $1,000 in the S&P 500. They'll own a little bit of SpaceX. They'll own a little bit of OpenAI. They'll own a little bit of Nvidia."