Episodes featuring Brad Gerstner

Browse episodes where Brad Gerstner appears as host or guest. View all episodes →

All-In Podcast
All-In Podcast REACTS to Democrat Sweep!

The All-In hosts cover the 2026 midterm results live as Democrats head toward a sweep, with guests Ted Cruz, Rahm Emanuel, Polymarket's Shane Coplan, Tim Dillon, Taylor Lorenz, Brad Gerstner and Ben Shapiro on what...

All-In Podcast
Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
All-In Podcast · with Martin Shkreli, Brad Gerstner · Oct 12, 2026 · 5 products mentioned

Martin Shkreli joins the All-In hosts to explain why quantum computing is overhyped, how pharmaceutical arbitrage works, and what prison taught him about ego.

All-In Podcast
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
All-In Podcast · with Brad Gerstner · Sep 17, 2026 · 1 recommendation

Brad Gerstner joins the All-In crew to argue there is no AI bubble, walking through the revenue, power, and interest rate signals that will determine where markets head.

All-In Podcast
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
All-In Podcast · with Brad Gerstner · Aug 08, 2026 · 1 recommendation

Jason Calacanis, David Sacks, David Friedberg and Brad Gerstner discuss Google's AI talent exits, SpaceX's first public earnings, Airtable's sale for about 10% of its peak value, and US data being sold to Chinese AI...

All-In Podcast
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In Podcast · with Brad Gerstner · Jul 11, 2026 · 4 recommendations

The All-In crew and Brad Gerstner discuss Anthropic and OpenAI IPO prospects, enterprise AI spending patterns, China's open-source restrictions, and the early results of Trump Accounts.

All-In Podcast
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
All-In Podcast · with Brad Gerstner, Kelly Rodriguez, Gavin Baker · Jun 07, 2026 · 13 products mentioned

A panel of investors discusses how secondary markets are giving founders and early backers a third exit path alongside IPOs and acquisitions, with volumes now double the 2021 peak.

TBPN
Where Brad Gerstner Is Investing Billions
TBPN · with Brad Gerstner · May 29, 2026 · 1 recommendation

Brad Gerstner of Altimeter Capital joins TBPN to discuss why AI infrastructure spending will keep growing, which software companies will survive, and a new savings program for American kids.

TBPN
John Gruber, Kyle Kuzma, Brad Gerstner
TBPN · with Zayn Mount Castle, Brad Gerstner, Kyle Kuzma · May 29, 2026 · 2 recommendations

TBPN hosts John Gruber and Brad Gerstner to discuss Blue Origin's rocket failure, enterprise AI overspending, and Apple's strategy of arriving late but executing well.

All-In Podcast
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
All-In Podcast · with Brad Gerstner · Apr 10, 2026 · 3 recommendations

The All-In hosts and Brad Gerstner discuss Anthropic's rise to a $30B revenue run rate, its decision to hold back a powerful AI model, and a ceasefire in the Iran-Israel conflict.

All-In Podcast
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
All-In Podcast · with Brad Gerstner · Mar 13, 2026 · 1 recommendation

The All-In hosts and Brad Gerstner cover the Iran conflict's effect on oil prices, AI's rapid revenue growth, and a growing public backlash against the AI industry in the US.

All-In Podcast
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
All-In Podcast · with Brad Gerstner · Feb 07, 2026 · 6 recommendations

The All-In Podcast team and Brad Gerstner cover a $300 billion SaaS valuation crash, AI agents, a SpaceX-xAI merger, Trump's Fed pick, and new Trump Accounts for American children.