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Brad Gerstner

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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"
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"
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."
ClickHouse mentions software
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."
Snowflake mentions software
"Snowflake reaccelerating. ClickHouse reaccelerating. There are beneficiaries in the software space."
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."
Databricks mentions software
"Data Bricks just reaccelerated the last three quarters. They're growing over 60% at scale."