Brad Gerstner
Everything Brad personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
Recent episodes
All →Showing 27 of 30 products
Clear filtersMentioned in 2 episodes
"If you look at pre-market now or after hours on Nvidia and CoreWeave, Nvidia's down 2%, CoreWeave's down 6%."
"Nvidia is trading about 13 times earning for 70% growth for the thing that is the most essential thing in AI. This is the cheapest multiple Nvidia has traded at in a decade right now."
Mentioned in 5 episodes
"I'm not sure it's a problem for the Anthropic IPO... I know our enthusiasm for it hasn't changed. You know, we hope to be one of the largest buyers in the IPO."
"Is Altimeter a fidelity, an enthusiastic buyer of Anthropic based upon the things we know today around profitability and model improvement and revenue growth? Yes, everybody would be pig-piling in."
"This is people buying into Anderal, Anthropic, SpaceX now represents 31% of all primary venture activity is buying into these secondaries in 2025."
"Anthropic which is the fastest growing company in the history of capitalism. Had Anthropic not delivered its revenues that it's delivered this year, I think the stock market would be down 10 or 15%."
"The fundamental driver of outperformance in terms of offtake of AI revenues has been Anthropic which is the fastest growing company in the history of capitalism"
Mentioned in 1 episode
"The consensus forecast, which we'll call the SemiAnalysis Dylan Patel forecast for next year, is a total of 43 gigawatts coming online in 2027."
Mentioned in 2 episodes
"If you look at pre-market now or after hours on Nvidia and CoreWeave, Nvidia's down 2%, CoreWeave's down 6%."
"On the rental business, the rental of compute business — the GPU rental businesses tend to trade at very low multiples. Look at CoreWeave, etc."
Mentioned in 3 episodes
"In the beginning of December we have Opus 4.5 and Claude Code, and then in January Anthropic's revenue was two billion, and then in February it's four billion, and in March it was eleven billion."
"When we saw Opus 4.6 in the beginning of December, it was clear that we had crossed a threshold of intelligence that offered a level of utility that was fundamentally different."
"When we saw Opus 4.6 in the beginning of December, it was clear that we had crossed a threshold of intelligence that offered a level of utility that was fundamentally different"
Mentioned in 1 episode
"In the beginning of December we have Opus 4.5 and Claude Code, and then in January Anthropic's revenue was two billion."
Mentioned in 1 episode
"Codex users have grown 40x in the last eight months, and knowledge work at enterprises — if you look at the median amount that enterprises are spending — about 17x over the course of the last 18 months."
Mentioned in 1 episode
"He said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on a path to go from 3 billion to 10 billion by the end of the year. Cursor plus Grok could be at 10 to 20 billion by the end of the year."
Mentioned in 4 episodes
"Snowflake's up 90% in the last 6 months, which puts it in the same category as the semiconductor AI stocks."
"Snowflake's the enabler of the models. As you consume more tokens, the amount of your database queries goes up. They're in the token flow."
"$6 billion in a month, and it was only a 28 day month. Okay, that's more revenue than the annual revenue of Databricks and Snowflake that are two of the greatest software companies of all time after 12 years"
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."
Mentioned in 3 episodes
"Cursor was already on a path to go from 3 billion to 10 billion by the end of the year. Cursor plus Grok could be at 10 to 20 billion by the end of the year. That would be an extraordinarily valuable asset going to trade at a much higher multiple than the data center business."
"You talk independently to Michael Trul 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."
"You talk independently to Michael Trul and the guys at Cursor and now taking over X.AI"
Mentioned in 2 episodes
"I think Starlink's just an unbelievable juggernaut cash machine. The Starlink business alone could be a trillion dollar market cap within 2 years, within 18 months."
"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."
Mentioned in 1 episode
"The president directed us: 'We have 529 accounts that already help the top 10%. That's not who we're focused on. This is about the main street agenda.'"
Mentioned in 4 episodes
"The SpaceX IPO where we were also investors and we also bought in the IPO. I mean, it was textbook. It was a hugely successful IPO. They raised $75 billion at 1.75 trillion."
"SpaceX now represents 31% of all primary venture activity is buying into these secondaries in 2025."
"They could do in the first four or five months of this year the total revenue of SpaceX this year."
"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"
Mentioned in 1 episode
"Gemini is still in the hunt. So there are lots of choices."
Mentioned in 1 episode
"I said this on CNBC yesterday. On the one hand, you have Bernie and Mandami. They want to take and tax all these corporations."
Mentioned in 2 episodes
"Today, as I sit here today, Altimeter would be a buyer at scale and at size in both of those IPOs."
"OpenAI has not blown away their numbers. Google has not blown away their numbers like numbers have been good but the fundamental driver of outperformance has been Anthropic."
Mentioned in 1 episode
"Every account app has a QR code. Somebody can just send you the QR code for your kid. You double click Apple Pay on your phone and you send them 25 or 50 bucks."
Mentioned in 1 episode
"Sierra Brett Taylor's company. They're building basically Salesforce agent native. So, sales, marketing, customer service agents that are agent native."
Mentioned in 2 episodes
"There are certain software companies, Databricks, Snowflake, and ClickHouse all of which we're investors in. It's very clear to me they're in the token flow."
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."
Mentioned in 1 episode
"They just had AI server revenues up 750% year-over-year. Went from a $1 billion business to a $16 billion business."
3 recommended · 0 sponsored · 0 warned against · 0 episodes