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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Clear filters"Check I I I have this additional chart. you showed one, you know, they added 4 billion of revenue in January, 7 billion in February, 11 billion of annualized run rates"
"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"