Brad Gerstner
FollowEverything Brad personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"We crossed a threshold with Opus 4.6, right? And we saw it again with ChatGPT 5.4 before where the models and the agents on top of them whether it's Claude Codex ChatGPT they're no longer competing with IT budgets they're now augmenting labor"
"We crossed a threshold with Opus 4.6, right? And we saw it again with ChatGPT 5.4 before where the models and the agents on top of them whether it's Claude Codex ChatGPT they're no longer competing with IT budgets they're now augmenting labor"
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All episodes →Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
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Clear filters"So, they set up Project Glass Wing. It's an AI-driven, you know, kind of cyber coalition. Apple, Microsoft, Google, Amazon, JP Morgan, 40 of the most important companies"
"$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"
"Data Bricks just reaccelerated the last three quarters. They're growing over 60% at scale."
"$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."
"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"
"Goldman Sachs is out today with some analysis where they updated kind of the economic knock-on effects right so they raised their PCE inflation forecast from 2.1 to 2.9"
"maybe the moleskine book is an example of in this age of artificial intelligence, the rise of the value of ingenuity and creativity."
"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'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."
"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."
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."